Manager/Director, Transaction Tax — Lead M&A Due Diligence

CliftonLarsonAllen Wealth Advisors, LLC; New York (NY); On-site; USD 171,000 - 258,000; Full time

Benefits offered by this job

Health, dental, vision, 401(k) options

Wellness program

Job summary

CliftonLarsonAllen Wealth Advisors, LLC is seeking a Manager/Director – Transaction Tax to lead tax due diligence engagements for acquisitions and dispositions. You will build strong client relationships, mentor teams, and coordinate with SALT, International, and Federal tax specialists to deliver high-quality advisory work.

You will oversee engagement progress, review tax returns and supporting documents, and communicate conclusions and recommendations to engagement principals.

Qualifications

• Bachelor's Degree in Accounting, Finance, or related field required.
• Minimum 5 years of experience in federal, state, and/or international tax compliance, planning, and consulting services.
• CPA license required; a JD or Enrolled Agent (EA) may be accepted in lieu of a CPA license.

Responsibilities

• Manage and develop relationships with new business development and existing clients.
• Lead and review tax due diligence engagements and related reports.
• Coordinate with SALT, International, and Federal tax groups as needed.
• Monitor engagement progress, budgets, and deadlines and communicate updates to the principal.

Skills

Relationship building

Mentoring

Engagement management

Education

Bachelor's Degree in Accounting/Finance

CPA license

JD or EA considered in lieu of CPA

Job description

CliftonLarsonAllen Wealth Advisors, LLC is seeking a Manager/Director – Transaction Tax to lead tax due diligence engagements for acquisitions and dispositions. You will build strong client relationships, mentor teams, and coordinate with SALT, International, and Federal tax specialists to deliver high-quality advisory work.

You will oversee engagement progress, review tax returns and supporting documents, and communicate conclusions and recommendations to engagement principals.