Corporate Tax Manager, Research & Planning

Sherpa | Recruiting, Staffing & Consulting; Charlotte (NC); On-site; USD 160,000 - 170,000; Full time

Job summary

Sherpa | Recruiting, Staffing & Consulting is seeking a Corporate Tax Manager, Research & Planning to support tax strategy, technical research, corporate transactions, and tax controversy initiatives. You will minimize tax liabilities and collaborate with internal teams and external advisors.

The role requires a CPA and 6+ years of corporate tax and accounting experience, including M&A due diligence, transaction structuring, and post‑acquisition integration in a multi‑entity environment. U.S.

Qualifications

• Bachelor's degree in Accounting required; Master's degree in Accounting or Taxation preferred.
• CPA required.
• 6+ years of corporate tax and accounting experience in public accounting and/or industry.
• 3+ years of progressively responsible supervisory experience.
• Experience supporting mergers and acquisitions, including due diligence, transaction structuring, and post-acquisition integration.

Responsibilities

• Lead tax due diligence, transaction structuring analysis, agreement review, and integration support for mergers and acquisitions and other corporate transactions.
• Conduct tax research and develop, implement, and maintain strategies to minimize domestic tax liabilities.
• Monitor new and proposed tax legislation and corporate tax developments, assess potential impacts, and communicate findings to internal stakeholders.
• Research and document technical tax issues related to tax return positions and business inquiries.
• Support income and franchise tax audits, including information requests, position papers, tax protests, and dispute resolution.
• Assist with the income tax provision process, including the analysis and quantification of uncertain tax positions.
• Collaborate with internal business partners and external tax and legal advisors on strategic tax initiatives and special projects.

Skills

Tax expertise

Analytical thinking

Leadership

Project management

Communication

Collaboration

Education

Bachelor's degree in Accounting

Master's degree in Accounting or Taxation

CPA

Tools

SAP

Microsoft Office

Job description

Job Overview – Corporate Tax Manager, Research & Planning – 34544

Our client, a leading global organization with a diverse portfolio of business operations, is seeking a Corporate Tax Manager, Research & Planning to support tax strategy, technical research, corporate transactions, and tax controversy initiatives. This role will focus on minimizing tax liabilities, evaluating complex tax matters, supporting mergers and acquisitions, and partnering with internal teams and external advisors to drive effective tax planning.

Compensation: $160K-$170K

Job Responsibilities

• Lead tax due diligence, transaction structuring analysis, agreement review, and integration support for mergers and acquisitions and other corporate transactions.


• Conduct tax research and develop, implement, and maintain strategies to minimize domestic tax liabilities.


• Monitor new and proposed tax legislation and corporate tax developments, assess potential impacts, and communicate findings to internal stakeholders.


• Research and document technical tax issues related to tax return positions and business inquiries.


• Support income and franchise tax audits, including information requests, position papers, tax protests, and dispute resolution.


• Assist with the income tax provision process, including the analysis and quantification of uncertain tax positions.


• Collaborate with internal business partners and external tax and legal advisors on strategic tax initiatives and special projects.

Requirements

• Bachelor's degree in Accounting required; Master's degree in Accounting or Taxation preferred.


• CPA required.


• 6+ years of corporate tax and accounting experience in public accounting and/or industry, preferably within a large, multi-entity, multi-state organization.


• 3+ years of progressively responsible supervisory experience.


• Experience supporting mergers and acquisitions, including due diligence, transaction structuring, agreement review, and post-acquisition integration, strongly preferred.


• Strong technical tax, analytical, and problem-solving skills.


• Excellent communication, interpersonal, and collaboration skills.


• Strong leadership, project management, organizational, and time management skills.


• Ability to manage multiple priorities in a dynamic, deadline-driven environment.


• Proficiency in Microsoft Office required; SAP experience preferred.

About Our Process

• We will notify you if you are selected as a candidate for this role. If not, but you fit our specializations, we'll consider you for future openings, and encourage you to apply for other Sherpa roles you're qualified for/interested in.


• Non-Local Candidates: Please note that you are competing with local candidates who don't require relocation expenses and can start quickly, so let us know if you have plans to move to the area soon.


• Candidates for all Sherpa opportunities must be authorized to work in the United States.


• Sherpa is an Equal Opportunity Employer.