Director, Federal Global Transaction Tax & M&A Strategy

Alvarez & Marsal; San Francisco (CA); On-site; USD 165,000 - 200,000; Full time

Benefits offered by this job

Healthcare plans

401(k) retirement savings plan

Paid time off

Discretionary bonus program

Job summary

Alvarez & Marsal seeks a Director, Global Transaction Tax (Federal) to lead tax planning and diligence for complex transactions from its San Francisco office. You will apply advanced tax concepts to client deals, develop high-quality planning approaches, and review tax aspects of models and purchase agreements.

The role requires strong leadership, writing, analysis, and team coordination across domestic and international teams, with a focus on delivering integrated client work and cultivating

Qualifications

• CPA, JD (with bachelor's degree in accounting, preferred), Masters in Taxation, or LLM.
• At least 7 years of relevant experience in a mergers & acquisitions tax practice at a Big 4 firm, Big Law firm, or similar firm.
• Knowledge of accounting and financial reporting.
• Strong writing, analytical, research, Excel, and organizational skills.
• Strong communication, presentation, project management, and business development skills.
• Strong sense of personal motivation as well as the ability to work with a team.
• Ability to work in a dynamic, time-sensitive environment.

Responsibilities

• Demonstrate an understanding of increasingly complex tax concepts and effectively apply tax knowledge to client situations.
• Develop and deliver quality tax planning approaches with timely and responsive services and work product that meets and/or exceeds client expectations.
• Perform due diligence including review of tax returns, financials, and other tax documentation to evaluate potential tax risks and opportunities.
• Review and comment on tax aspects of financial models.
• Review and comment on tax aspects of purchase agreements.
• Coordinate with state and local and international tax team members, as well as financial and operational due diligence team members, to deliver the highest quality integrated work product; and
• Develop and maintain client relationships.

Skills

Tax concepts

Due diligence

Financial modeling reviews

Communication

Project management

Business development

Education

CPA / JD / Masters in Taxation / LLM

Bachelor's in accounting (preferred)

Tools

Excel

Job description

Alvarez & Marsal seeks a Director, Global Transaction Tax (Federal) to lead tax planning and diligence for complex transactions from its San Francisco office. You will apply advanced tax concepts to client deals, develop high-quality planning approaches, and review tax aspects of models and purchase agreements.

The role requires strong leadership, writing, analysis, and team coordination across domestic and international teams, with a focus on delivering integrated client work and cultivating