Manager, M&A Tax and Controversies

Salesforce; San Francisco (CA); Hybrid; USD 123,000 - 203,000; Full time

Job summary

Salesforce is seeking an experienced Tax Manager to join the Tax team, focusing on M&A tax and tax controversy matters. This role will work closely with cross-functional teams including Finance and Legal to support M&A and IRS audit defense.

You'll work out of the San Francisco office 3 days a week. You will manage M&A tax integration activities, coordination of transactions, and tax compliance for acquired entities while collaborating with external advisors.

Qualifications

• 5-7+ years of tax experience, preferably in a Big 4 or in-house tax department.
• CPA preferred.
• Experience with US GAAP ASC 740 and FIN 48 analyses.
• Experience with tax planning for M&A, investments, and due diligence.

Responsibilities

• Support M&A due diligence and deal structuring including computational analysis for key US and international tax provisions.
• Manage M&A tax integration activities and intercompany arrangements.
• Manage income tax compliance for acquired entities, including short-period and annual filings.
• Monitor local country tax compliance for foreign acquired entities with external advisors.
• Document tax exposures, positions, and planning strategies for business initiatives.
• Collaborate with cross-functional teams to gather documentation for tax planning and controversy matters.
• Draft substantive responses to IRS IDRs and inquiries.

Skills

Tax expertise

Cross-functional teamwork

US GAAP ASC 740

Communication

Tech platforms (Oracle/NetSuite)

Education

CPA preferred

Tools

Oracle

NetSuite

Job description

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts.

Job Category

Finance

Job Details

About Salesforce

Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword — it’s a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.

The Opportunity

We are looking for an experienced Tax Manager to join Salesforce's Tax team, focused on M&A tax and tax controversy matters. This role will work closely with cross-functional teams including Finance and Legal to support M&A and IRS audit defense. You'll work out of the San Francisco office 3 days a week.

What You'll Do

• Support M&A due diligence and deal structuring including preparation of computational analysis related to key US domestic and international tax provisions, including GILTI, subpart F, foreign tax credits, FDII, BEAT, and section 163(j) for M&A activities (new acquisitions, acquired entity integrations, and corporate restructurings)
• Manage M&A tax integration activities, coordinating and implementing tax restructuring plans to include, among others, integration of employees and intangible property; contract migration; intercompany billing arrangements, etc.
• Manage income tax compliance for acquired entities, including the preparation and filing of US federal income tax returns (short-period and annual filings); section 382 analyses; transaction cost analysis; etc.
• Monitor local country tax compliance and reporting obligations for foreign acquired entities related to company M&A activities in coordination with external advisors and local country Finance and Tax teams.
• Document tax exposures, tax / legal positions, and planning strategies for business initiatives, M&A transactions, and operational structures.
• Collaborate with cross-functional teams to gather and prepare documentation as part of tax planning and controversy matters
• Draft substantive responses to IRS Information Document Requests (IDRs) and inquiries from tax authorities.

You're Our Person If...

• 5-7+ years of tax experience, preferably in a Big 4 accounting firm and/or in an in-house tax department of a large multinational corporation
• CPA preferred
• Experience in technology or software industry with a strong understanding of accounting for income taxes under US GAAP (ASC 740).
• Familiarity with FIN 48 / ASC 740 analysis
• Experience providing tax support (particularly computational analysis/modeling) for tax planning, M&A, investments, including due diligence, structuring, and integration.
• Knowledge of international tax principles, including transfer pricing
• Experience with US federal income tax controversy, including IRS examinations, the administrative appeals process, and litigation.
• Excellent written and verbal communication skills; ability to work cross-functionally
• Experience with Oracle, NetSuite, or other enterprise platforms is a plus

Why Salesforce

Salesforce is committed to building a diverse, equitable, and inclusive workplace. We offer competitive compensation, comprehensive benefits, and a culture of innovation and collaboration.

We have a public-facing website https://salesforcebenefits.com/ that explains our various benefits, including medical, dental, 401k, ESPP, generous parental leave, adoption assistance, fertility benefits, and more. Visit for the full breakdown!

Unleash Your Potential

When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best. Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love.

Accommodations

If you need a reasonable accommodation during the application or the recruiting process, please submit a request via this Accommodations Request Form.

Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that’s inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications – without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.

In the United States, compensation offered will be determined by factors such as location, job level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits. Salesforce offers a variety of benefits to help you live well including: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock purchasing program. More details about company benefits can be found at the following link: https://www.salesforcebenefits.com.Pursuant to the San Francisco Fair Chance Ordinance and the Los Angeles Fair Chance Initiative for Hiring, Salesforce will consider for employment qualified applicants with arrest and conviction records.

At Salesforce, we believe in equitable compensation practices that reflect the dynamic nature of labor markets across various regions. The typical base salary range for this position is $123,100 - $186,300 annually. In select cities within the San Francisco and New York City metropolitan area, the base salary range for this role is $147,400 - $202,600 annually. The range represents base salary only, and does not include company bonus, incentive for sales roles, equity or benefits, as applicable.