Transaction Advisory Services Manager - Tax

Ennis, Pellum & Assoc, CPAs•Jacksonville, FL

13d

About The Position

We have an opportunity for a Transaction Advisory Services Manager - Tax to join our growing team. Our transaction advisory practice provides tax due diligence, deal structuring, and post-transaction tax planning for buy-side and sell-side M&A transactions serving private equity sponsors, family offices, strategic acquirers, and business owners across middle-market companies in a variety of industries. You will lead tax engagements, manage client relationships, and collaborate closely with attorneys, investment bankers, and deal teams to maximize post-transaction cash flows and deliver high-quality tax advisory services. We are seeking candidates who are passionate about growing their career in transaction advisory services, thrive in a fast-paced deal environment, and who feel Ennis, Pellum is the right fit to be Your Partner For Success. Responsibilities: As Transaction Advisory Services Manager - Tax, you will lead tax due diligence engagements, advise on deal structure optimization, and provide post-transaction tax planning for M&A transactions. Consult with attorneys on proposed deal structures including purchase price allocations for asset deals. Review reps and warranties, rollover agreements, and operating agreements in rollover entities. Provide assistance with pre-sale restructuring and reorganization. Analyze tax-beneficial pre and post-sale elections and prepare after-tax cash flow analyses. Review installment arrangements and deferred tax considerations. Communicate regularly with deal teams throughout all phases of transactions. Ensure client satisfaction by providing quality, timely, and responsive services while adapting to tight deal timelines. Research complex tax issues in a transaction context, and foster a learning environment through servant leadership and knowledge sharing. This role may also involve supporting other tax and advisory engagements as needed.

Requirements

5+ years of transaction advisory, M&A tax, public accounting tax, or relevant corporate tax experience (M&A focus, corporate development)
CPA license highly preferred
Demonstrated experience with tax due diligence, deal structuring, and M&A transactions
Strong technical knowledge of federal and state tax law, entity taxation (partnerships, S-corps, C-corps)
Experience with tax structuring to maximize after-tax cash flows
Ability to work independently and collaboratively with attorneys and deal teams
Effective interpersonal skills, including strong written and verbal communication
Proven analytical and problem-solving abilities
Sound judgment and ability to make decisions effectively under tight deadlines
Servant leadership mindset and commitment to team development

Nice To Haves

Experience with AI tools and data analytics preferred
Experience with Axcess Tax and ProSystemfx Engagement a plus
Construction and contractor industry experience a plus

Responsibilities

Lead tax due diligence engagements
Advise on deal structure optimization
Provide post-transaction tax planning for M&A transactions
Consult with attorneys on proposed deal structures including purchase price allocations for asset deals
Review reps and warranties, rollover agreements, and operating agreements in rollover entities
Provide assistance with pre-sale restructuring and reorganization
Analyze tax-beneficial pre and post-sale elections and prepare after-tax cash flow analyses
Review installment arrangements and deferred tax considerations
Communicate regularly with deal teams throughout all phases of transactions
Ensure client satisfaction by providing quality, timely, and responsive services while adapting to tight deal timelines
Research complex tax issues in a transaction context
Foster a learning environment through servant leadership and knowledge sharing
Supporting other tax and advisory engagements as needed