Manager/Senior Manager, M&A Tax

KPMG LLP; Boston (MA); On-site; USD 150,000 - 210,000; Full time

Job summary

KPMG LLP is seeking a Manager/Senior Manager to join the Mergers & Acquisitions tax practice in Boston. You will lead engagement teams in planning, execution, and delivery of complex M&A tax consulting projects, focusing on Section 382 ownership change analyses and related tax basis work for consolidated entities.

You will advise clients on the federal tax consequences of corporate transactions, prepare technical analyses, and collaborate with senior leaders to enhance service offerings.

Qualifications

• Minimum five years of federal corporate tax experience with consolidated return expertise, Big 4 preferred.
• CPA, EA, JD/LLM or equivalent credentials required.
• Strong knowledge of Section 382 ownership change analyses and tax basis in consolidated subsidiaries.

Responsibilities

• Lead engagement teams in planning, execution, and delivery of M&A tax projects.
• Advise on federal income tax consequences of corporate and shareholder transactions.
• Research and analyze corporate tax issues and prepare memoranda and opinions.
• Collaborate on development of best practices and tools for service offerings.
• Train and develop staff across the practice, manage engagement economics and risk.

Skills

Section 382 analysis

Federal corporate tax

Leadership ability

Client service

Education

Bachelor's degree

CPA / EA / JD/LLM

Job description

KPMG is currently seeking a Manager/Senior Manager to join our Mergers & Acquisitions practice.

Responsibilities:

• Lead engagement teams in the planning, execution, and delivery of designated Mergers & Acquisitions (M&A) tax consulting projects, specifically section 382 ownership change analyses (both qualitative and quantitative), tax basis in subsidiary stock studies, earnings & profits (E&P) studies, transaction cost analyses, legal entity rationalization projects and group restructurings, debt modifications and workouts, and cancellation of debt income and attribute reduction modeling analyses
• Advise external and internal clients on the federal income tax consequences of the full spectrum of corporate and shareholder transactions including mergers, acquisitions, dispositions, formations, liquidations, distributions, redemptions, and reorganizations, with particular emphasis on consolidated return regulations
• Research and analyze corporate and consolidated return tax issues in connection with the preparation, review, and delivery of written tax advice such as technical memoranda, tax opinion letters, and private letter ruling requests
• Collaborate with leadership on the development and implementation of best practices and tools that provide for the continuous improvement of the National Projects Groups service offerings
• Train, motivate, and develop staff, senior, and manager-level members on all facets of the practice including application of current and new/developing tax laws, engagement processes, risk management policies, engagement economics, and new business development
• Team with M&A Tax leadership on effective execution of go-to-market strategy to achieve quality growth goals

Additional Responsibilities for Senior Manager:

• Team with other professionals to help identify new marketplace opportunities and grow the KPMG Tax practice
• Manage a portfolio of clients of varying size and scope, and act as the first point of contact for internal and external clients

Qualifications:

• Minimum five years of recent experience in federal corporate tax and consolidated return group experience in a Big 4 accounting firm including extensive experience with section 382 ownership change quantitative analysis; computations of tax basis in consolidated subsidiary stock knowledge preferred
• Bachelor's degree from an accredited college/university
• Licensed CPA, EA or JD/LLM, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list
• Deep knowledge of subchapter C, bankruptcy and insolvency taxation, and consolidated return regulations
• Demonstrated leadership ability and the capacity to manage multiple engagements and client service teams
• Excellent computational analysis and research and writing skills

Additional Qualifications for Senior Manager:

• Minimum eight years of recent experience in federal corporate tax and consolidated return group experience in a public accounting firm, corporate tax department, or law firm
• Proven experience building and managing client relationships