Mergers & Acquisitions (M&A) Tax Senior Manager

Moss Adams LLP; New York (NY); On-site; USD 90,000 - 150,000; Full time

Job summary

Join a forward-thinking firm as a Mergers & Acquisitions Tax Senior Manager, where you will lead client engagements and collaborate with C-suite executives in a dynamic environment. This role offers the opportunity to work on complex financial transactions, providing tax due diligence and structuring services while mentoring a talented team. You will thrive in a culture that values authenticity and fosters professional growth. If you are passionate about making a significant impact in the world of finance and taxation, this is the perfect opportunity to elevate your career.

Qualifications

• 7+ years of experience in M&A tax consulting and due diligence.
• Strong project management and analytical skills are essential.

Responsibilities

• Manage client engagements and work with C-suite executives.
• Lead M&A tax services and team members effectively.
• Build and maintain client relationships and business development.

Skills

Collaboration

Critical Thinking

Emotional Intelligence

Executive Presence

Growth Mindset

Intellectual Curiosity

Results Focus

Project Management

Analytical Skills

Communication Skills

Education

Bachelor's degree in Accounting

Master’s degree in Taxation

JD with LLM in Taxation

Tools

Financial Analysis Software

Job description

Job Description - Mergers & Acquisitions (M&A) Tax Senior Manager (27864)

Job Number:

27864

Employee Status

: Regular Schedule : Full Time

Primary Location

: New York, NY

Other Locations

: Pasadena, CA, Woodland Hills, CA, San Diego, CA, Orange County, CA, Denver, CO, El Segundo, CA, Tacoma, WA, San Francisco, CA, Everett, WA, Dallas, TX, Remote, Seattle, WA, Silicon Valley, CA, Portland, OR, Houston, TX

Description

At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care—about you, about our clients, and about our communities. Here, you’ll work towards our mission of empowering others to embrace opportunity, growing as a leader along the way. Our firm’s size, middle-market clients, customized career paths, and supportive culture make this a reality. Join a values-driven firm where you’ll have fun while solving complex and interesting business challenges.

Introduction to the team

Our Mergers and Acquisitions practice works with owners and investors to help them ease their tax burden and quantify tax exposures in a wide range of transactions, including buy-side and sell-side, restructuring, taxable and tax-free transactions. We provide our clients with tax due diligence, tax structuring, quantitative tax modeling services, transaction agreement review and consultation and tax technical support.

Individuals who thrive at Moss Adams exhibit the following success skills – Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus.

Responsibilities:

• Engagement management with clients includes routinely working directly with c-suite executives to perform financial due diligence on middle-market companies in a variety of industries.
• Work alongside private equity firms, strategic clients and investment banks to perform buy-side and sell-side due diligence as well as other M&A tax activities.
• Responsible for all aspects of deal execution including sourcing and managing client relationships, analysis and execution of client deliverables and coaching and managing other team members.
• Coordinate services as needed with other practice areas of the firm.
• Build relationships with existing clients, including involvement in networking and business development activities.
• Provide both leadership and supervision to Staff, Seniors and Managers.

Qualifications:

• Bachelor's degree with a major in accounting or related field required.
• Master’s degree in Taxation or JD with LLM in taxation preferred.
• Minimum of 7 years of related experience.
• Previous experience in a public accounting or law firm preferred.
• CPA required. If not a CPA, must meet educational requirements to obtain CPA license upon hire in state of employment.
• Previous experience in tax due diligence and merger and acquisitions tax consulting preferred.
• Proven experience leading M&A tax services engagement teams at a large national professional services firm preferred.
• Proven market facing skills required to develop new business and sustain existing excellent client relationships.
• Minimum of 4 years of supervisory and training experience.
• Strong project management and organizational skills.
• Strong analytical, presentation and marketing skills required.
• Must be willing and able to travel to client locations up to 50%.
• Excellent interpersonal and verbal & written communication skills.