M&A Tax Manager

JCW Group; United States; On-site; USD 175,000 - 250,000; Full time

Job summary

A brokerage firm specializing in financial solutions is looking for a Transaction Tax Manager to evaluate tax liabilities and renewable tax credit opportunities in NYC. This mid-senior level role involves conducting detailed analyses, collaborating on tax compliance in M&A, and mentoring junior team members. The ideal candidate will hold a Bachelor's degree in Accounting or Taxation, have 5+ years of relevant experience, and possess excellent analytical and communication skills. Competitive salary range is $175,000 to $250,000.

Qualifications

• 5+ years of transaction tax experience, preferably in M&A.
• Experience from a Big Four accounting firm is ideal.
• CPA or JD is preferred.

Responsibilities

• Conduct in-depth analysis of transaction-related tax liabilities.
• Evaluate and structure renewable energy tax credits.
• Collaborate with teams for tax compliance in M&A.
• Draft tax memos and reports for stakeholders.
• Monitor legislative developments affecting tax strategies.
• Mentor junior team members.

Skills

Analytical skills

Problem-solving skills

Communication skills

Education

Bachelor's degree in Accounting, Taxation, or related field

Advanced degree in Taxation (e.g., MST, LLM)

Job description

A brokerage firm specializing in sophisticated financial solutions is seeking a Transaction Tax Manager to join its dynamic team in New York City. This role is integral to evaluating tax liabilities and renewable tax credit opportunities for transactions across diverse industries.

Base pay range

$175,000.00/yr - $250,000.00/yr

Key Responsibilities:

• Conduct in-depth analysis of transaction-related tax liabilities, focusing on identifying risks and opportunities.
• Evaluate and structure renewable energy tax credits to optimize transaction value.
• Collaborate with cross-functional teams to ensure tax compliance and strategic alignment in mergers and acquisitions (M&A).
• Draft detailed tax memos and reports for stakeholders, highlighting key findings and recommendations.
• Monitor legislative and regulatory developments impacting renewable tax credits and transaction tax strategies.
• Provide mentorship and guidance to junior team members as needed.

Qualifications:

• Bachelor's degree in Accounting, Taxation, or a related field (CPA or JD preferred).
• Advanced degree in Taxation (e.g., MST, LLM) is a plus.
• 5+ years of transaction tax experience, with a focus on M&A, ideally from a Big Four accounting firm.
• Excellent analytical and problem-solving skills with a keen eye for detail.
• Exceptional written and verbal communication skills, with the ability to convey complex tax concepts to diverse audiences.
• Ability to thrive in a fast-paced, deadline-driven environment while managing multiple projects effectively.

Seniority level: Mid‑Senior level

Employment type: Full‑time

Job function: Finance, Accounting/Auditing, and Consulting

Industries: Insurance Agencies and Brokerages and Financial Services

Amanda Esraeilian recruits for Tax professionals across NYC and would be happy to provide further details about this or other positions. You can reach her at 347‑293‑1534 or at [e-mail].