Manager - Transaction, Strategy & Tax

Elliott Davis • Charlotte, NC

2d • Hybrid

About The Position

Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices — located in the fastest growing cities in the US — are built on a foundation of inclusivity, collaboration, and collective growth. We work daily to provide exceptional service to our people, customers, and our communities. The TSO Manager will lead and support buy-side and sell-side tax due diligence engagements for private equity firms, mezzanine funds, and strategic buyers. The Manager will play a key role in due diligence meetings with target management, effectively communicating findings in both verbal and written formats. In addition to conducting tax structuring engagements—such as cash flow modeling, organizational restructuring, and complex tax analyses— they will design tailored models and reports to meet client needs. As well as oversee engagement operations, including team scheduling, budget management, and risk mitigation, ensuring timely and efficient project execution. Building and maintaining strong client relationships will be essential, as will collaborating with internal teams to drive business growth. Additionally, they will contribute to staff development and mentorship while participating in business development initiatives to expand the practice.

Requirements

• A minimum of four years of experience with tax transaction services is required
• Bachelor’s degree from an accredited college/university
• Excellent analytical and Microsoft Excel skills
• Strong verbal and written communication skills
• Aptitude towards business development
• Ability to thrive and adapt in a fast-paced, dynamic environment
• Ability to lead an engagement and provide real-time feedback and guidance to clients to ensure timely and efficient product delivery
• Strong knowledge of U.S. tax and state and local tax
• Ability to manage multiple responsibilities simultaneously (multi-task)
• Superior client service focus

Nice To Haves

• Current licensed CPA preferred
• Big 4, National or large regional firm experience preferred

Responsibilities

• Lead and assist in buy-side and sell-side tax due diligence engagements for private equity, mezzanine funds, and strategic buyers
• Lead and assist sections of tax due diligence meetings with target management
• Communicate tax due diligence findings confidently in a clear, concise and articulate manner both verbally and in written reports
• Lead and assist in a variety of tax structuring engagements, including sell-side and buy-side tax and cash flow modeling, organizational restructuring, IRC Section 382 analyses, IRC Section 1202 analyses, etc.
• Create and design tailored models and reports based on the specific needs of the engagement.
• Collaborate and work within teams to ensure timely and efficient product delivery
• Oversee engagement operations, including staff scheduling and budget management, to ensure efficient project execution and manage risk
• Develop and strengthen productive working relationships with client personnel
• Collaborate with other Elliott Davis team members
• Lead and participate in people development and business development efforts
• Other duties within the scope of the practice

Benefits

• generous time away and paid firm holidays, including the week between Christmas and New Year’s
• flexible work schedules
• 16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid and caregiver leave (once eligible)
• first-class health and wellness benefits, including wellness coaching and mental health counseling
• one-on-one professional coaching
• Leadership and career development programs
• access to Beyond: a one-of-a kind program with experiences that help you expand your life, personally and professionally

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Number of Employees: 501-1,000 employees