M&A Tax Advisory, Senior Manager

ED03 Elliott Davis Advisory, LLC; United States; Hybrid; USD 100,000 - 140,000; Full time

Benefits offered by this job

Flexible work schedules

Generous time away and holidays

Paid parental leave

Health and wellness benefits

Leadership and career development programs

Job summary

ED03 Elliott Davis Advisory, LLC is looking for a skilled M&A Tax Senior Manager to oversee tax due diligence and structuring for various transactions. You will engage directly with clients and mentor teams throughout the deal lifecycle.

The ideal candidate will possess 6–8 years of relevant experience, strong U.S. federal income tax knowledge, and excellent communication skills. The position offers comprehensive health benefits and generous leave policies.

Qualifications

• 6–8 years of experience in M&A/transaction tax.
• Strong technical background in U.S. federal income tax.
• Experience leading due diligence engagements.

Responsibilities

• Lead tax due diligence for M&A transactions.
• Advise clients and deal teams on tax structuring.
• Manage timelines, deliverables, and budgets.

Skills

Leadership

Tax Due Diligence

Transaction Structuring

Communication Skills

Education

Bachelor’s degree in accounting or finance

Masters in Taxation or JD

Job description

WHO WE ARE

Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices are built on a foundation of inclusivity, collaboration, and collective growth. We work daily to provide exceptional service to our people, customers, and our communities.

JOB SUMMARY

We are seeking an experienced M&A Tax Senior Manager to lead the day‑to‑day execution of tax due diligence and structuring engagements for mergers, acquisitions, and other strategic transactions. This role is highly visible and client‑facing, with responsibility for managing diligence workstreams, mentoring teams, and serving as the primary tax lead throughout the transaction lifecycle—from kickoff through deal close.

RESPONSIBILITIES

• Lead day‑to‑day tax due diligence and structuring for buy‑side and sell‑side M&A transactions across a variety of deal sizes and industries.
• Act as the primary tax advisor to clients, deal teams, legal counsel, and investment professionals.
• Scope transactions, identify key tax risks and structuring opportunities, and tailor analyses based on client objectives and transaction profile.
• Manage timelines, deliverables, and budgets while ensuring high‑quality, deadline‑driven execution.
• Identify, analyze, and quantify federal, state, and local tax risks associated with target companies and transaction structures.
• Perform and review transaction tax structuring analyses, including step‑up and basis modeling, Section 382 limitation analyses, tax attribute utilization, and transaction sequencing analyses.
• Advise on tax‑related purchase agreement provisions, including indemnities, escrows, representations, and tax covenants.
• Prepare and review diligence reports, structuring memoranda, and executive summaries that clearly explain risks, opportunities, and financial impacts.
• Collaborate with other Elliott Davis team members, including FDD and tax subject matter specialists.
• Lead and mentor engagement teams, providing technical guidance, coaching, and real‑time feedback.
• Review workpapers and analyses for technical accuracy, consistency, and clarity.
• Develop team members’ diligence and structuring capabilities and reinforce best practices.
• Support business development efforts, including proposal development, transaction scoping, and client pitches.
• Contribute to knowledge sharing, training, and ongoing improvement of diligence and structuring methodologies.

QUALIFICATIONS

• 6–8 years of experience in M&A/transaction tax with public accounting, Big 4, advisory firm, or comparable environment, with meaningful responsibility for both tax due diligence and transaction structuring.
• Demonstrated experience leading diligence engagements and managing day‑to‑day client relationships.
• Strong technical background in U.S. federal income tax; state and local tax experience is a plus.
• Ability to manage multiple concurrent transactions in a deadline‑driven environment.
• Strong written and verbal communication skills with the ability to explain complex tax concepts to non‑tax stakeholders.
• Proven leadership skills and a collaborative, solutions‑oriented mindset.
• Hands‑on experience with step‑up and basis modeling, Section 382 analyses, transaction and step plan structuring.
• Bachelor’s degree from an accredited college/university in accounting or finance required.
• Masters in Taxation, or JD in tax and/or LLM preferred.
• Preferred qualifications: CPA or JD; professional attributes: detail‑oriented with ability to manage multiple projects and deadlines; collaborative mindset with strong client‑service orientation; comfortable working in a fast‑paced, deal‑driven environment; willingness to learn and take increasing responsibility over time.

WHY YOU SHOULD JOIN US

• Generous time away and paid firm holidays, including the week between Christmas and New Year’s.
• Flexible work schedules.
• 16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid caregiver leave.
• First‑class health and wellness benefits, including wellness coaching and mental health counseling.
• One‑on‑one professional coaching.
• Leadership and career development programs.
• Access to Beyond, a one‑of‑a‑kind program with experiences that help you expand your life, personally and professionally.

ADA REQUIREMENTS

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this job. Elliott Davis is committed to compliance with the Americans with Disabilities Act and provides a discrimination‑free workplace for all employees.