M&A & Partnership Tax Manager: Tax Strategy & Diligence

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

Job summary

Sherpa | Recruiting, Staffing & Consulting is seeking an M&A and Partnership Tax Manager to support tax research, planning, and corporate transactions across a large multi-entity organization in the Charlotte area. The role focuses on mergers and acquisitions, partnership tax matters, transaction structuring, and tax compliance integration.

The ideal candidate will bring strong technical tax expertise, project management skills, and the ability to collaborate with business partners and

Qualifications

• Bachelor’s degree in Accounting required; Master’s degree in Accounting or Taxation, or a JD/LL.M. with a concentration in Taxation, preferred.
• CPA required.
• 6+ years of corporate tax and accounting experience in public accounting and/or industry, including exposure to complex, multi-entity and multi-state tax environments.
• 3+ years of progressively responsible supervisory experience.

Responsibilities

• Perform tax due diligence, transaction structuring analysis, agreement review, and integration support for mergers, acquisitions, and other corporate transactions.
• Serve as a technical resource for partnership tax matters, including M&A transactions, tax compliance, structuring, and research.
• Lead tax compliance integration for newly acquired entities.
• Research and document tax issues related to tax return positions, business inquiries, and tax planning opportunities.
• Develop and implement tax planning strategies to minimize domestic tax liabilities in collaboration with internal teams and external legal and tax advisors.
• Analyze new and proposed tax legislation and corporate tax developments, quantify potential impacts, and communicate relevant updates to the tax team.
• Support income and franchise tax audits, including information requests, position papers, protests, and dispute resolution.
• Contribute to the income tax provision process, including the analysis of uncertain tax positions.
• Assist with special projects as needed.

Skills

CPA

6+ years tax

3+ years supervisor

M&A experience

Tax planning

Communication

Education

Bachelor’s in Accounting

Master’s in Accounting/Taxation

JD/LL.M. Taxation

Job description

Sherpa | Recruiting, Staffing & Consulting is seeking an M&A and Partnership Tax Manager to support tax research, planning, and corporate transactions across a large multi-entity organization in the Charlotte area. The role focuses on mergers and acquisitions, partnership tax matters, transaction structuring, and tax compliance integration.

The ideal candidate will bring strong technical tax expertise, project management skills, and the ability to collaborate with business partners and