M&A Tax Supervisor

Ascend; United States; On-site; USD 90,000 - 120,000; Full time

Job summary

Lucas Horsfall is seeking a Mergers & Acquisitions Tax Supervisor to support and lead tax due diligence for middle-market buy-side and sell-side transactions. You will evaluate tax risks and develop tax-efficient structuring recommendations while managing client relationships.

When not handling deals, you will oversee tax compliance engagements for individuals, corporations, and partnerships, and mentor staff to grow their skills in a collaborative, client-focused environment.

Qualifications

• Bachelor's degree in accounting, finance, or related field.
• 3+ years of corporate tax experience.
• Experience with C and S-Corps, and partnerships.
• Excellent project management, analytical, interpersonal, and communication skills.
• Self-motivator with the ability to multi-task and meet deadlines.
• Strong desire toward career advancement and ownership.

Responsibilities

• Support and help lead tax due diligence for middle-market transactions.
• Conduct diligence across income tax, sales tax, property tax, payroll tax, and unclaimed property.
• Prepare and present due diligence reports.
• Analyze deal structures.
• Support post-transaction integration.
• Perform initial review of tax senior, tax staff, and intern work products.
• Serve as a key client point of contact for the firm.
• Identify opportunities for value added services for clients by staying abreast of their business needs.
• Coach and mentor staff to assist with enhancing their skills and further develop their career.
• Anticipate, identify, and help resolve complex tax-technical issues.
• Effectively manage expectations, internal and external, concerning changes in project deliverables and/or deadlines

Skills

Project management

Analytical thinking

Interpersonal skills

Communication skills

Multi-tasking

Education

Bachelor's degree in accounting/finance

Job description

Who We Are

Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential. For more information, visit www.ascendtogether.com.

About Ascend

Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential. For more information, visit www.ascendtogether.com.

About Lucas Horsfall

Have you dreamt about a career in public accounting with work-life balance? Enjoying the diversity of clients and the challenging work public accounting offers with the added benefits of professional growth and opportunity for advancement? Have you experienced a culture that is fun and diverse offering an authentic family feel with people that truly care about you and your professional development? Lucas Horsfall is that CPA firm. Celebrating our 68th year anniversary in 2025, we attribute our exceptional growth and low turnover to our appreciation of our people and clients. This growth has provided a need for a M&A Tax Supervisor to help deliver personal and experienced service to our vast array of clients.

The Role

As a Mergers & Acquisitions Tax Supervisor at Lucas Horsfall, you will support and help lead tax due diligence engagements for buy-side and sell-side transactions. The role will evaluate tax risks and help develop tax-efficient structuring recommendations. When not handling M&A work, this role is also responsible for handling tax compliance engagements for individuals, corporations, and partnerships. You will manage clients independently and carry out your outstanding project management, analytical, interpersonal, and communication skills. You will participate in training and supervision of staff, conduct tax research, and advise on tax matters. Our company is team-oriented and prides itself on providing quality work and excellent customer relations in a friendly, superior working environment.

Key Responsibilities

• Support and help lead tax due diligence for middle-market transactions
• Conduct diligence across income tax, sales tax, property tax, payroll tax, and unclaimed property
• Prepare and present due diligence reports
• Analyze deal structures
• Support post-transaction integration
• Perform initial review of tax senior, tax staff, and intern work products
• Serve as a key client point of contact for the firm
• Identify opportunities for value added services for clients by staying abreast of their business needs
• Coach and mentor staff to assist with enhancing their skills and further develop their career
• Anticipate, identify, and help resolve complex tax-technical issues
• Effectively manage expectations, internal and external, concerning changes in project deliverables and/or deadlines

Required Qualifications

• Bachelor's degree in accounting, finance, or related field
• 3+ years of corporate tax experience
• Experience with C and S-Corps, and partnerships
• Excellent project management, analytical, interpersonal, and communication skills
• Self-motivator with the ability to multi-task and complete assignments within time constraints and deadlines
• A strong desire toward career advancement and goal toward future firm ownership

Preferred Qualifications

• Licensed CPA or Attorney
• Strong background in individual, corporate, and partnership taxation
• Consultative/Advising Experience