M&A Tax Services - Manager

CFGI; United States; On-site; USD 80,000 - 120,000; Full time

Job summary

A financial consulting firm is seeking a Mergers and Acquisition Tax Manager to join their dynamic team in the United States. This role entails reviewing financial statements, leading communications with clients, and assisting in tax planning and structuring. Candidates should have over five years of experience in corporate or Big-4 public accounting, along with a JD, LLM, or relevant master's degree. Strong skills in financial analysis and tax due diligence are essential for success in this role.

Qualifications

• Minimum of five plus years of experience in corporate and/or Big-4 public accounting.
• Practical experience with IRC section 382, including ownership shift and limitation/NUBIG analysis.

Responsibilities

• Review financial statements and tax returns for potential tax exposures.
• Lead calls with buyers and sellers to identify tax issues.
• Assist in tax planning and analyzing proposed transactions.
• Review work for quality, accuracy, and relevance.

Skills

Financial analysis

Tax consulting

Tax due diligence

Tax structuring

Critical thinking

Collaboration

Education

Juris Doctorate (JD)

Master of Laws (LLM)

Master's degree in accounting or taxation

Job description

The Mergers and Acquisition (“M&A”) Tax Manager is a challenging opportunity to join a dynamic team serving our client base of private equity and growing businesses with meeting and managing tax obligations across several tax specialties. The M&A Manager will help clients with various aspects within M&A transactions, including, but not limited to, tax due diligence, tax structuring, divestiture, and planning. This role has significant visibility to the partner in charge of the firm’s Tax practice and will report directly to the M&A Tax leader.

Professional skills and responsibilities include, but are not limited to:

• Review financial statements and other relevant data including tax returns and preparing an analysis of potential tax exposures stemming from the proposed transaction.
• Lead calls with the sellers and buyers to gain an understanding of the business and potential for tax issues to arise.
• Communicate unusual tax exposures with the internal team as well as participating in communications with clients and outside advisors.
• Assist in tax planning and analyzing proposed transactions for purposes of proposing alternative structures.
• Assist on post-deal integration including obtaining voluntary disclosure agreements and implementing procedures to minimize potential for future exposures.
• Complete IRC Section 382 ownership shift and limitation analysis.
• Review work for quality, accuracy, and relevance.

Skills and Competencies

• Experience with the performance of financial analyses to assess key aspects of M&A practices including corporate M&A, private equity, post-deal integration, including the following activities: tax consulting and planning, e.g. analyzing proposed transactions for unusual tax risks for undetermined tax benefits; transaction structuring for tax issues and corporate restructuring e.g., advising clients on tax-efficient restructuring; due diligence e.g., interpreting complex legislative and regulatory actions relating to corporate and partnership transactions, assisting clients with and preparing for client review submission requests for private letter rulings and technical advice from the IRS and/or state localities.
• Practical experience with IRC section 382, including both ownership shift and limitation/NUBIG analysis.
• Demonstrate extensive abilities applying and interpreting U.S. federal and/or state and local tax as it relates to tax due diligence, including, but not limited to: Subchapter C corporations, Subchapter S corporations, partnerships, tax structuring, and reorganization provisions of the Internal Revenue Code.
• Demonstrate ability to research business and industry trends to develop a point of view to leverage in assisting with proposals, considering opportunities across multiple lines of service.
• Demonstrate ability to identify best tools available for a given situation and able to effectively communicate the reasons for this choice.
• Use feedback and reflection to develop self-awareness, personal strengths, and address development areas.
• Collaborate effectively with others.
• Demonstrate critical thinking and the ability to bring order to unstructured problems.
• Use a broad range of tools and techniques to extract insights from current industry or sector trends.

Education and Experience Requirements

• Minimum of five plus years of overall experience in corporate and/or Big-4 public accounting.
• A Juris Doctorate (JD), Master of Laws (LLM), or master’s degree in accounting or taxation field of study will be considered.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.