M&A Tax Senior

Regal Executive Search LLC; Boston (MA); On-site; USD 80,000 - 100,000; Full time

Job summary

A prominent executive recruitment firm seeks an M&A Tax Senior to join their Transaction Advisory Services team. This role emphasizes timely execution of engagements and exceeding client expectations. Candidates must have a Bachelor's degree, relevant experience, and preferably a CPA or J.D. Strong skills in tax research and managing client engagements are essential. Ideal candidates will also be self-motivated and have the ability to handle complex tax information. The position is based in Boston, Massachusetts.

Qualifications

• Bachelor's degree required.
• Two or more years of relevant experience.
• CPA License and/or J.D. preferred.

Responsibilities

• Ensure timely execution of engagements and meet client expectations.
• Support delivery of the national Transaction Advisory Services Tax strategy.
• Manage multiple client engagements and service teams.

Skills

Tax research skills

Client engagement management

Verbal communication

Written communication

Self-motivation

Education

Bachelor's degree

J.D. or LL.M. in Taxation

Master's in Taxation (MST)

Tools

Excel

Word

PowerPoint

Job description

M&A Tax Senior

The Transaction Advisory Services Tax Senior Associate is an essential team member that will work to ensure engagements are executed timely and that client expectations are met, if not exceeded and support the overall delivery of the national Transaction Advisory Services Tax strategy. The Mergers and Acquisitions (M&A) Tax group, part of the Transaction Advisory Services (TAS) practice services include deal structuring, due diligence, post-deal integration, tax attribute management, and opinions and ruling requests.

Qualifications

• Bachelor's degree required
• J.D., LL.M. in Taxation, and/or Master's in Taxation (MST) from an accredited college/university preferred
• CPA License and/or J.D. preferred

Experience

• Two (2) or more years of relevant experience

Software

• Strong Excel, Word and PowerPoint skills preferred

Other Knowledge, Skills & Abilities

• Excellent tax research skills, including mastery of Checkpoint, CCH and/or Lexis
• Experience managing multiple client engagements an client service teams
• Excellent verbal and written communication skills
• Ability to articulate complex information when providing crucial negotiation insights, etc.
• Strong self-motivation with the ability to work in a dynamic, time-sensitive environment with varying deliverables and changing requirements
• Must be technically competent across multiple US federal, international and state income tax disciplines
• Fundamental working knowledge of all or essentially all non-income based federal, state and foreign tax regimes, including but not limited to indirect, payroll, property and ad valorem taxes
• Understanding of US GAAP, including the accounting for income tax principles
• Experience with tax controversy and procedure
• Ability and willingness to travel, when necessary

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.