Tax Transaction Advisory Services Staff

Plante Moran • Southfield, MI

164d • $7,083 - $7,500

About The Position

Count on us. Our 'we-care' culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us. Your work will include, but not be limited to: Staff will be responsible for tax due diligence projects and building client relationships. Possess and continually increase understanding of complex tax issues, with a specialty in the merger and acquisitions subject area to deliver tax solutions. Managing the flow of information within a narrow timeframe. Perform a comprehensive review of historical income tax (both federal and state/local) and non-income tax (i.e., payroll tax, property tax, gross receipt tax, sales and use tax, and unclaimed property) compliance, and identify any tax exposures. Review tax due diligence reports as they pertain to U.S. taxes for C corporations, S corporations, and partnerships, including addressing senior-level review comments. Participate in tax due diligence calls with the internal tax team, clients, and targets. Evaluate the potential tax benefits of using various acquisition structures (i.e., legal entity structure analysis, modeling the anticipated tax benefits of the contemplated transaction, etc.). Write U.S. tax alerts for both internal and external use. Create proposals and engagement letter preparation. Work closely with other due diligence streams (e.g., financial) to support strong outcomes for our clients. Analyze budgets/time summaries for planning and billing purposes; lead billing activities; responsible for realization goals. Work within budgetary and time constraints while providing a high level of client satisfaction. Manage multiple projects, deal fluidly, and effectively with multiple client relationships. Exhibit attitudes and behaviors that recognize responsibility for the PM team. Ensure professional development through ongoing education and obtaining additional certifications as appropriate. Consistently challenge own level of expertise and seeks opportunities to improve. Assist in the development of new service areas and practice development opportunities. Engage in client expansion and cross-serving opportunities. Respond to inquiries from clients, and/or its attorneys. Proactively define project scopes that best meet the objectives of both the client and PM. Begin to develop a wider understanding of the client's business outside the scope of an engagement by engaging clients in discussions on tax-efficient structuring, post-close services, and any other tax impact on the client's business post-acquisition of the target entity.

Requirements

• Strong understanding of tax due diligence and compliance.
• Experience with mergers and acquisitions.
• Ability to manage multiple projects and client relationships effectively.
• Strong analytical and problem-solving skills.
• Excellent communication skills.

Nice To Haves

• Additional certifications in tax or related fields.
• Experience in a consulting or accounting firm.
• Bilingual in Japanese and English or Chinese and English.

Responsibilities

• Responsible for tax due diligence projects and building client relationships.
• Increase understanding of complex tax issues, specializing in mergers and acquisitions.
• Manage the flow of information within a narrow timeframe.
• Perform comprehensive reviews of historical income tax and non-income tax compliance.
• Identify any tax exposures.
• Review tax due diligence reports for U.S. taxes for various corporate structures.
• Participate in tax due diligence calls with internal teams and clients.
• Evaluate potential tax benefits of various acquisition structures.
• Write U.S. tax alerts for internal and external use.
• Create proposals and engagement letters.
• Work closely with other due diligence streams to support client outcomes.
• Analyze budgets and time summaries for planning and billing.
• Lead billing activities and manage realization goals.
• Work within budgetary and time constraints while ensuring client satisfaction.
• Manage multiple projects and client relationships.
• Exhibit responsible attitudes and behaviors for the PM team.
• Ensure professional development through ongoing education and certifications.
• Assist in developing new service areas and practice development opportunities.
• Engage in client expansion and cross-serving opportunities.
• Respond to inquiries from clients and their attorneys.
• Define project scopes that meet client objectives.
• Develop a wider understanding of the client's business.

Benefits

• Health, dental, and vision insurance.
• Disability and life insurance.
• Flexible Time Off and various pre-determined holidays.
• 401(k) plan and flexible benefits plans.
• Business-related travel expense reimbursement.
• Pension plan for eligible staff.
• Discretionary bonus plan for eligible staff.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Professional, Scientific, and Technical Services
• Education Level: Bachelor's degree