Manager, Mergers and Acquisitions

Deloitte France; San Francisco (CA); Hybrid; USD 141,000 - 288,000; Full time

Job summary

Deloitte’s Mergers & Acquisitions Tax practice advises clients on tax matters that arise throughout the transaction lifecycle. The team works with strategic and private equity buyers, sellers, and other stakeholders on diligence, structuring, and execution matters tied to complex transactions.

Team members collaborate across tax, advisory, and industry teams to help clients address business and tax considerations in a coordinated way.

Qualifications

• Hybrid work model requiring co-location 2–3 days per week.
• Bachelor's degree in Accounting, Tax, Finance, Business, or Law.
• 5+ years of experience in mergers and acquisitions tax, transaction tax, federal income tax, or corporate tax.
• Experience performing tax due diligence and structuring analysis for acquisitions, divestitures, carve-outs, or financing transactions.
• Ability to review transaction documents, legal entity structures, and purchase agreement provisions across multiple transactions to identify tax implications, risks, and planning opportunities.
• Limited immigration sponsorship may be available.
• Ability to travel up to 25%, on average.
• Either a CPA licensed in the relevant state, licensed attorney, or enrolled agent.

Responsibilities

• Advising corporate and private equity clients on tax considerations related to mergers, acquisitions, carve-outs, financing structures, and disposition alternatives.
• Performing tax due diligence and analyzing transaction documents to identify tax risks, exposures, and planning opportunities.
• Developing and reviewing structuring recommendations for buy-side, sell-side, and post-transaction matters.
• Managing day-to-day engagement execution, including workplans, deliverables, and coordination with client and Deloitte stakeholders.
• Collaborating with finance, tax, treasury, human resources, operations, information technology, and risk management teams throughout the transaction lifecycle.

Skills

Hybrid work model

Communication skills

Mentoring

Project leadership

Time management

Relationship building

Deadline oriented

Team collaboration

Detail oriented

Education

Bachelor's degree (Accounting/Tax/Finance/Business/Law)

Master's degree in Taxation/Accounting/Business Administration

Job description

Our Mergers & Acquisitions Tax practice advises clients on tax matters throughout the transaction lifecycle, including diligence, structuring, modeling, and post-close considerations. This role offers the opportunity to work on complex transactions across industries while collaborating with tax professionals and client stakeholders. As part of this team, you will support client service delivery, lead day-to-day execution, and contribute to the development of junior team members.

Work you'll do

As a Manager, Tax Services on the Mergers & Acquisitions Tax team, you will be responsible for...

• Advising corporate and private equity clients on tax considerations related to mergers, acquisitions, carve-outs, financing structures, and disposition alternatives
• Performing tax due diligence and analyzing transaction documents to identify tax risks, exposures, and planning opportunities
• Developing and reviewing structuring recommendations for buy-side, sell-side, and post-transaction matters
• Managing day-to-day engagement execution, including workplans, deliverables, and coordination with client and Deloitte stakeholders
• Collaborating with finance, tax, treasury, human resources, operations, information technology, and risk management teams throughout the transaction lifecycle
  A successful candidate would possess these skills:
• Ability to work independently and collaborate as part of a team
• Effective written and verbal communication skills
• Meticulous attention to detail and quality of work product
• Experience building and sustaining professional relationships
• Ability to lead projects or workstreams
• Experience managing and prioritizing multiple tasks in a fast-paced and dynamic environment
• Strong interpersonal skills and professional demeanor
• Proven track record of meeting deadlines
• Ability to mentor and provide clear guidance to others
  The team

Deloitte's Mergers & Acquisitions Tax practice advises clients on tax matters that arise throughout the transaction lifecycle. The team works with strategic and private equity buyers, sellers, and other stakeholders on diligence, structuring, and execution matters tied to complex transactions. Team members collaborate across tax, advisory, and industry teams to help clients address business and tax considerations in a coordinated way.

Qualifications

Required:

• Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2-3 days per week
• Bachelor's degree in Accounting, Tax, Finance, Business, or Law
• 5+ years of experience in mergers and acquisitions tax, transaction tax, federal income tax, or corporate tax
• Experience performing tax due diligence and structuring analysis for acquisitions, divestitures, carve-outs, or financing transactions
• Demonstrated ability to review transaction documents, legal entity structures, and purchase agreement provisions across at least 3 transactions to identify tax implications, risks, and planning opportunities
• Limited immigration sponsorship may be available
• Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
• One of the following Accreditations obtained:
• Licensed CPA in state of practice/primary office if eligible to sit for the CPA
• If not CPA eligible:
• Licensed attorney
• Enrolled agent

Preferred:

• Master's degree in Taxation, Accounting, or Business Administration
• Experience advising private equity funds and corporate buyers on acquisitions, carve-outs, and post-transaction integration matters
• Experience managing engagement workplans, budgets, and staff
• Work involving Subchapter C, Subchapter K, consolidated return, or international tax matters in transaction contexts
• Preparation or review of tax models, memoranda, and executive-level presentations

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $141,150 to $288,375.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

Information for applicants with a need for accommodation:

https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html

m&atax

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.