Senior M&A Tax Associate

Rödl International; Atlanta (GA); Hybrid; USD 110,000 - 150,000; Full time

Benefits offered by this job

401K plan with employer matching

Medical coverage

Paid Dental coverage

Life insurance

Disability insurance

Vision insurance

CPA exam bonus

Job summary

RÖDL USA in Atlanta, GA is seeking an Experienced Senior M&A Tax Associate to lead tax strategies for complex transactions and guide engagement teams. The role focuses on due diligence, structuring, modeling, and review of purchase agreements to deliver precise client insights.

The ideal candidate has 3–4+ years in M&A/transaction tax, strong Excel/PowerPoint skills, and the ability to translate complex tax concepts into clear client deliverables.

Qualifications

• Requires bachelor's degree in accounting, finance, or related field.
• 3-4+ years of tax experience with M&A or transaction tax advisory.
• Strong Excel and PowerPoint proficiency with advanced modelling skills.
• Excellent writing and client communication abilities.

Responsibilities

• Lead and support tax due diligence engagements for buy-side and sell-side transactions.
• Perform tax research and summarize findings for reports and memoranda.
• Collaborate across departments to deliver transaction advisory services.
• Assist with client deliverables, proposals, and engagement management.
• Support managers through all phases of M&A projects from start to finish.

Skills

Analytical thinking

Detail-oriented

Client-focused

Interpersonal skills

Problem-solving abilities

Education

Bachelor's degree in accounting/finance or related field

Tools

Microsoft Excel

Microsoft PowerPoint

Tax research tools

Job description

Are you a seasoned tax professional with expertise in mergers and acquisitions (M&A)? Do you thrive in a dynamic environment and enjoy leading teams to deliver exceptional client service? RÖDL USA is seeking an Experienced Senior M&A Tax Associate to join our team and drive excellence in tax strategies for complex transactions.

As a Senior M&A Tax Associate, you will play a pivotal role in advising clients on the tax implications of mergers, acquisitions, divestitures, and other significant transactions. Engagement work will focus on M&A tax due diligence for buy side and sell side transactions, as well as related tax structuring, modeling, and purchase agreement review support. You will support project teams, collaborate across departments, and assist with preparing timely, accurate, and insightful client deliverables.

Workplace and Employment Type

Our headquarters is in Atlanta, GA. The preferred candidate is local to the Atlanta office with on-site availability. Workplace to be determined as we do offer flexible work arrangements as a benefit.

Key Responsibilities

• Support tax due diligence engagements, including data room review, preparation of information requests, risk assessment, and drafting of clear, decision-ready due diligence reports and memoranda
• Prioritize work across multiple client engagements and team member support
• Perform and summarize findings from tax research on complex issues
• Collaborate with cross-functional teams to provide a holistic approach to transaction advisory services
• Support managers in all aspects of client M&A projects from beginning to end

Qualifications

• Bachelor’s degree in accounting, finance, or a related field
• 3-4+ years of tax experience, with a focus on M&A Tax or Transaction Tax Advisory; candidates with general Corporate Tax experience will also be considered
• Strong Microsoft Excel and Microsoft PowerPoint proficiency
• Advanced Excel skills preferred, including advanced functions, financial modeling, and data analysis
• Exceptional writing skills with the ability to draft clear, concise, and well-structured reports, memos, and client communications
• Proficiency with tax research tools and software
• Ability to prioritize issues, assess risk, and develop practical recommendations in fast-paced environments, often with incomplete or evolving information
• Proven ability to prioritize work across clients and internally with team members, including providing timely status updates
• Analytical thinker, detail-oriented, and client-focused with strong interpersonal and problem-solving abilities
• CPA, JD, or similar certification is preferred
• Public accounting, legal, or consulting firm experience is preferred

Benefits

We understand that talented individuals are drawn to companies that offer comprehensive benefits packages. Therefore, we provide a robust Benefits Plan that includes:

• 401K plan (with up to 5% salary paid employer matching contributions)
• Medical coverage
• Paid Dental coverage
• Employee and Dependent life insurance
• Disability insurance
• Vision insurance
• Accidental death & dismemberment insurance
• Flexible spending accounts
• Paid Day of Service annually
• Flexible work arrangements
• Generous paid time off - 25 days for all full-time employees!
• Paid holidays
• Additional paid holiday following 4/15 deadline
• Paid parking/public transportation reimbursement
• Mobile phone reimbursement
• Tuition reimbursement & training
• Paid time off on days sitting for the CPA Exam
• Monetary bonus for passing the US CPA exam

Why RÖDL?

• We keep our employees current by supplying cutting-edge technology and access to learning opportunities
• We invest in the growth of our team members through regular feedback sessions
• We recharge as a team by celebrating deadlines and gathering at organized firm events
• We applaud the achievement of both career and personal milestones for individual team members on a firm-wide basis

What makes the culture at RÖDL USA unique?

Unlike firms that may hint at an international work environment, RÖDL USA offers a truly global workplace. Every day, RÖDL employees are immersed in a diverse intercultural setting where it’s common to hear colleagues or clients speaking different languages, sharing cultural traditions from their home countries, or explaining unique perspectives. Whether a team member is from the US or abroad, this inclusive culture supports the global vision established at our worldwide headquarters in Nuremberg, Germany, and drives the Firm’s success in the international marketplace.

Our focus on the accounting, assurance, and tax needs of foreign, family-owned midsized ("Mittelstand") businesses operating in the U.S. carries forward from our two founding firms. RÖDL (founded in 1977 in Nuremberg, Germany) and Langford de Kock & Co. (founded in 1976 in Atlanta, GA) and their merger in 2001.

As the preferred accounting, auditing, tax, and business consulting professional services firm of German-speaking and other international entities, you will benefit from the extensive experience of our U.S. certified public accountants, as well as our bilingual staff of professionals, many of whom also carry international certifications (StB, WP, Dottori Commercialisti, CA).

At RÖDL, our integrated approach to client success revolves around collaboration. We prioritize internal synergy, ensuring seamless integration across departments to guarantee holistic client support. Additionally, our thorough oversight involves equipping managers and seniors with the necessary tools for effective performance and deadline adherence. These principles underscore our commitment to excellence in client service.

Rödl Management, Inc. is an Equal Opportunity Employer.

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