Director - Tax M&A Advisory

Centri; Philadelphia (Philadelphia County); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Career advancement opportunities

Collaborative team environment

Competitive compensation

Job summary

A dynamic consulting firm in Philadelphia seeks an experienced tax advisor to serve both private and public companies. Key responsibilities include advising on corporate tax services, leading client projects, and fostering relationships. The ideal candidate holds a Bachelor's in Accounting and a CPA designation. With 8+ years of relevant experience, you'll thrive in a collaborative environment and participate in career development initiatives. This position offers opportunities for growth within a supportive team culture.

Qualifications

• 8+ years of experience in accounting or corporate tax.
• Professional designation (CPA or equivalent).
• Strong client relationship management skills.

Responsibilities

• Advise clients on corporate tax services.
• Lead tax projects and assist on mergers and acquisitions.
• Collaborate with team members to deliver due diligence services.
• Build client relationships and manage project status.

Skills

Knowledge of corporate tax regulations

Strong communication skills

Experience with U.S. GAAP

Proficient in Microsoft Office, especially Excel

Education

Bachelor’s degree in Accounting

CPA, EA, or JD/LLM

Tools

Thomson Reuters ONESOURCE

Corptax

Job description

Centri Business Consulting provides the highest quality advisory consulting services to its clients by being reliable and responsive to their needs. Centri provides companies with the expertise they need to meet their reporting demands.

Centri specializes in financial reporting, internal controls, technical accounting research, valuation, mergers & acquisitions, and tax, CFO and HR advisory services for companies of various sizes and industries. From complex technical accounting transactions to monthly financial reporting, our professionals can offer any organization the specialized expertise and multilayered skillsets to ensure the project is completed timely and accurately.

We are One Firm, One Team, and One Culture. It’s how we do things at Centri. And a large part of our focus is on becoming the best, most wholesome professional you can be. You’re not just a number. You’re part of the Centri Family.

Career Advancement

Working at Centri is not just a job, it is a career path. We promote on talent, not tenure, allowing our team to take ownership of their growth & career trajectory.

Core Responsibilities

• Advise clients within private and publicly traded companies on corporate tax services including tax implications on business objectives, planning, researching, evaluating alternative actions, and other mergers and acquisitions activities.
• Lead projects and assist clients on current issues including bankruptcy, emergence planning, out of court workouts, debt restructurings, tax basis, earning and profits, section 382 studies, and transaction cost analysis.
• Support and collaborate with other team members of the M&A Tax practice by providing subject matter expertise on delivering due diligence and tax structuring services, as well as various technical tax issues including consolidating returns, S Corps, Partnerships, LLCs, and LLPs.
• Identify more complex scope problems that may arise within the engagement, as well as opportunities for ancillary service offerings. Bring them to the attention of the engagement director.
• Lead client calls to build and develop quality relationships with clients to ensure exceptional client service. Manage project status, develop project plans for accurate completion at the deliverable level.
• Responsible for understanding engagement economics, leveraging the team appropriately, monitoring margin, scheduling, invoicing, etc. to meet time restraints and deadlines.
• Leadership responsibilities include building in person connections with the team, peers and senior leaders in the Firm.
• Participate in the performance process to provide feedback for team members. Identifying additional training or parts of engagements that are beneficial for team members education. Reaching out to Human Resources when potential issues arise.
• Continue coaching the team to share knowledge in connection with the CPE committee to develop team members for the next level.
• Assist a managed book of $1,500,000 in revenue.
• Support Firm initiatives and development opportunities.
• Work to build relationships and promote collaboration in a hybrid environment.

Required Skills/Abilities

• Proficient knowledge of corporate, partnership tax regulations and code sections, specifically around transactions and other transaction-related topics (Sec. 382, debt, transaction costs, etc.).
• Thrives in an environment of changing priorities.
• Strong selling skills; can communicate the value proposition of the services offered.
• Interpersonal skills to interact in a team environment and foster client relationships.
• Excellent written and verbal communication skills.
• Understand the services offered by the Firm, proactively look for opportunities to represent the Firm, rapidly grow the client base, and increase brand recognition across multiple markets.
• Recognize opportunities for learning by pursuing challenging assignments and an insatiable desire to become an expert.
• Experience with U.S. GAAP (SEC 10-K/10Q, ASC 740, FIN 48) and related tax accounting guidance a plus.
• Proficient in Microsoft Office Suite with an emphasis on Excel skills.; tax software skills such as Thomson Reuters ONESOURCE or Corptax, a plus.

Education and Experience

• Bachelor’s degree in Accounting or equivalent required.
• Professional Designation (CPA, EA, or JD/LLM) required. Any individual who does not possess at least one of the approved designations has one year from their date of hire to obtain at least one of the approved designations. CPA highly preferred.
• 8+ years of relative accounting experience; federal tax and/or mergers and acquisitions in a public accounting firm, corporate tax departments, or law firm.

This position is an exempt position as it relates to the fair labor standards Act. Centri provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.