M&A Tax Lead: Due Diligence & Structuring

Elliott Davis; Denver (NC); Vor Ort; USD 150.000 - 230.000; Vollzeit

Benefits dieser Stelle

Generous time away

Flexible work schedules

Substantial leave policies

Wellness benefits

Professional coaching

Leadership programs

Beyond program access

Zusammenfassung

Elliott Davis is seeking an experienced M&A Tax Senior Manager to lead tax due diligence and structuring for mergers, acquisitions, and strategic transactions. The role is client-facing, overseeing diligence workstreams, mentoring teams, and serving as the tax lead from kickoff to close.

Ideal candidates bring strong U.S. federal income tax knowledge, proven diligence leadership, and the ability to manage multiple deals in fast-paced environments.

Qualifikationen

• 6–8 years of experience in M&A/transaction tax with public accounting, Big 4, advisory firm, or comparable environment.
• 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; Masters/JD preferred

Aufgaben

• Lead the 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 modeling, step plan sequencing.
• Review acquisition structures, post-closing integration considerations, and exit planning implications.
• Advise on tax-related purchase agreement provisions, including indemnities, escrows, representations, and tax covenants.
• Prepare and review diligence reports, structuring memoranda, and executive summaries explaining risks, opportunities, and financial impacts.
• Collaborate with Elliott Davis team members; lead and mentor engagement teams; review workpapers for accuracy.
• Develop team members’ diligence capabilities and support business development and proposals.

Kenntnisse

M&A tax

Leadership

Client relationships

Communication

Project management

Ausbildung

Bachelor's degree in accounting or finance

Master's in Taxation or JD in tax/LLM preferred

CPA or JD

Jobbeschreibung

Elliott Davis is seeking an experienced M&A Tax Senior Manager to lead tax due diligence and structuring for mergers, acquisitions, and strategic transactions. The role is client-facing, overseeing diligence workstreams, mentoring teams, and serving as the tax lead from kickoff to close.

Ideal candidates bring strong U.S. federal income tax knowledge, proven diligence leadership, and the ability to manage multiple deals in fast-paced environments.