Tax Manager, Mergers & Acquisitions

Aprio; Quinte West; Hybrid; CAD 205,000 - 242,000; Full time

Benefits offered by this job

Medical Insurance

401k with Profit Sharing

Flexible working (remote and hybrid)

Job summary

Aprio, a Top 20 CPA and advisory firm, is seeking a Tax Manager to join the Specialty Tax team. You will lead M&A tax engagements, advise clients on tax implications, and mentor junior staff in a fast-growing environment.

This role requires 5+ years in M&A tax, CPA or Bar admission, and strong analytical and communication skills. The position offers hybrid work with 2–3 days in person and up to 25% travel, plus a competitive compensation package.

Qualifications

• Bachelor’s degree in Accounting and Master’s in Taxation; JD/LLM preferred.
• CPA or Bar admission required.
• 5+ years of relevant experience in M&A tax with a public accounting firm, law firm, or corporate tax department.
• 2+ years of experience as Manager or equivalent in M&A tax.
• Strong experience in due diligence, structuring, and integration from a tax perspective.
• In-depth knowledge of U.S. federal income taxation of corporations and partnerships, Subchapter C, Subchapter K, Section 382, Section 338, and Section 1202.
• Strong analytical, problem-solving, and communication skills.
• Ability to lead projects and collaborate with cross-functional teams.
• Proven leadership and people development capabilities.

Responsibilities

• Lead and manage M&A tax engagements including buy side tax due diligence, deal structuring, sell side engagements (including tax gross up calculations), and post-transaction support.
• Advise clients or internal stakeholders on tax implications of mergers, acquisitions, dispositions, joint ventures, restructurings, and related transactions.
• Perform technical research and analysis on a wide range of M&A tax issues including Section 382, consolidated returns, partnership/LLC matters, and Section 1202.
• Review and assess financial and tax data to identify risks, exposures, and opportunities during due diligence processes.
• Collaborate with corporate development, legal, finance, and external advisors throughout the deal process.
• Supervise, coach, and mentor junior team members; foster technical and professional development.
• Prepare or review technical memos and client deliverables summarizing key tax issues and recommendations.
• Stay current on tax regulations and legislative changes that impact M&A strategies and structures.
• Support the development of tools, templates, and best practices to drive process improvement and consistency across M&A engagements.
• Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2-3 days per week
• Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve

Skills

M&A tax

Due diligence

Tax planning

Leadership

Project management

Communication

Education

Bachelor's in Accounting

Master's in Taxation

JD/LLM preferred

Tools

CPA/Bar admission

Job description

Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.

Join Aprio’s Specialty Tax team team and you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Tax Manager to join their dynamic team.

Responsibilities:

• Lead and manage M&A tax engagements including buy side tax due diligence, deal structuring, sell side engagements (including tax gross up calculations), and post-transaction support
• Advise clients or internal stakeholders on tax implications of mergers, acquisitions, dispositions, joint ventures, restructurings, and related transactions
• Perform technical research and analysis on a wide range of M&A tax issues including Section 382, consolidated returns, partnership/LLC matters, and Section 1202
• Review and assess financial and tax data to identify risks, exposures, and opportunities during due diligence processes
• Collaborate with corporate development, legal, finance, and external advisors throughout the deal process
• Supervise, coach, and mentor junior team members; foster technical and professional development
• Prepare or review technical memos and client deliverables summarizing key tax issues and recommendations
• Stay current on tax regulations and legislative changes that impact M&A strategies and structures
• Support the development of tools, templates, and best practices to drive process improvement and consistency across M&A engagements
• Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2-3 days per week
• Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve

Qualifications:

• Bachelor’s degree in Accounting and Master’s in Taxation; JD/LLM preferred
• CPA or Bar admission required
• 5+ years of relevant experience in M&A tax with a public accounting firm, law firm, or corporate tax department
• 2+ years of experience as Manager or equivalent in M&A tax
• Strong experience in due diligence, structuring, and integration from a tax perspective.
• In-depth knowledge of U.S. federal income taxation of corporations and partnerships, Subchapter C, Subchapter K, Section 382, Section 338, and Section 1202
• Strong analytical, problem-solving, and communication skills
• Ability to lead projects and collaborate with cross-functional teams
• Proven leadership and people development capabilities

$143,800 - $170,000 a year

The salary range for this opportunity is stated above. As such, an actual salary may fall closer to one or the other end of the range, and in certain circumstances, may wind up being outside of the listed salary range.

Why work for Aprio:

Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.

Perks/Benefits we offer for full-time team members:

• Medical, Dental, and Vision Insurance on the first day of employment
• Flexible Spending Account and Dependent Care Account
• 401k with Profit Sharing
• 9+ holidays and discretionary time off structure
• Parental Leave - coverage for both primary and secondary caregivers
• Tuition Assistance Program and CPA support program with cash incentive upon completion
• Discretionary incentive compensation based on firm, group and individual performance
• Incentive compensation related to origination of new client sales
• Top rated wellness program
• Flexible working environment including remote and hybrid options

What’s in it for you:

• Working with an industry leader : Be part of a high-growth firm that is passionate for what’s next.
• An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.
• A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
• Entrepreneurship : Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
• Growth opportunities : Grow professionally in an environment that fosters continuous learning and advancement.
• Competitive compensation : You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.

EQUAL OPPORTUNITY EMPLOYER

Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.

Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.