Federal Tax M&A Senior Tax Manager, Tax Transaction Advisory

Crowe•New York, NY

17h

About The Position

The Senior Manager in Tax Transaction Advisory plays a critical role in delivering high-quality transaction-related tax services. This position is responsible for leading complex engagements, advising clients through the tax implications of transactions, and contributing to the execution and advancement of the firm’s national Tax Transaction Advisory strategy. The role requires a balance of deep technical expertise, strong client management, and team leadership.

Requirements

Minimum of eight (8) years of experience in a professional services or public accounting environment
At least three (3) years of direct experience in tax transaction advisory services
Bachelor’s degree required; concentrations in Accounting, Finance, Economics, or Statistics strongly preferred
Active CPA license, U.S.-admitted attorney status, IRS Enrolled Agent (EA), or equivalent professional credential required
Proficiency with Microsoft Excel, Word, and PowerPoint required
Demonstrated ability to manage multiple concurrent client engagements and lead client service teams
Strong written and verbal communication skills, with the ability to clearly convey complex tax concepts and negotiation considerations
Broad technical expertise across U.S. federal, state, and international income tax matters
Working knowledge of non-income-based taxes, including indirect, payroll, property, and other transactional tax regimes
Solid understanding of U.S. GAAP, particularly accounting for income taxes
Experience with tax controversy matters and procedural considerations
Willingness and ability to travel as business needs dictate

Nice To Haves

Advanced degree such as a Juris Doctor (JD), Master of Laws (LLM – Tax), or Master’s in Accounting or Taxation preferred
Additional relevant certifications or professional designations are a plus

Responsibilities

Actively participates in multiple transaction engagement teams, supporting tax due diligence, structuring, and advisory services for mergers, acquisitions, dispositions, and restructurings undertaken by private equity sponsors and corporate acquirers
Evaluates and communicates tax exposures and planning opportunities, advising both buyers and sellers on tax-efficient transaction alternatives
Reviews transaction documentation, including merger and purchase agreements, and contributes to technical memoranda and opinion letters as needed
Analyzes tax-related assumptions and calculations within client financial models and assists with both quantitative and qualitative assessments of tax impacts on projected transaction outcomes
Oversees engagement economics, including scope management, budgeting, billing, and collections, while maintaining risk management standards
Coordinates with and leads professionals across domestic and international offices to deliver integrated client solutions
Collaborates with firm leadership and peers to identify market opportunities and support the growth of the Tax Transaction Advisory practice
Establishes, maintains, and expands trusted client relationships
Coaches, develops, and mentors team members to support performance, engagement quality, and long-term career development
Performs additional responsibilities as business needs require
Provides day-to-day supervision and guidance to staff and senior team members across transaction engagements