Senior Manager or Manager, SALT M&A

KPMG LLP; Chicago (IL); On-site; USD 120,000 - 180,000; Full time

Job summary

KPMG LLP is seeking a Senior Manager or Manager, SALT M&A to join our State and Local Tax practice in Chicago. You will lead tax due diligence, transaction structuring, and post-transaction integration for clients including private equity firms and public companies.

The role emphasizes deep multi-state tax expertise, client relationship development, and mentoring staff while delivering SALT consulting services across engagements.

Qualifications

• Minimum five years of recent experience in providing tax research and technical advice on multi-state issues.
• Bachelor’s degree from an accredited college/university; CPA/EA/JD/LLM/MTX or approved credential; if not possessed at hire, must obtain within one year.
• Ability to handle multiple engagements and client service teams in a high-energy team environment.
• Experience with various corporate taxes.
• Exceptional writing, communication, and tax research skills; Excel skills are required.

Responsibilities

• Work as part of a multi-disciplinary Tax and Advisory team that focuses on delivering pre-transaction related Tax and Financial due diligence, acquisition structuring and post transaction integration services to buyers, primarily comprised of private equity clients, public corporations and commercial clients
• Examine tax laws and form position on the application of such laws to specific facts presented during the transaction
• Create Excel based spreadsheets to calculate the amount of exposure or other tax liabilities (past, present, or future) associated with the transaction
• Draft due diligence reports and/or memorandums capturing areas of risk and addressing the application of law to facts
• Research and draft technical memoranda regarding income, and franchise tax questions
• Supervise, mentor, and develop staff; capitalize on opportunities to develop new client relationships with management personnel of acquired companies, and work to deliver SALT consulting services to such new clients
• Participate in and contribute to market and business activities that are external to the firm while providing direction to and maintaining managerial accountability for a team; act as a coach and mentor to other tax professionals
• Minimum eight years of recent experience in providing tax research, and technical advice on multi-state issues
• Experience mentoring and counseling staff-level team members
• Ability to mentor and counsel staff-level team members

Skills

Tax research

Writing

Communication

Education

Bachelor's degree

CPA/EA/JD/LLM/MTX or approved credential

Tools

Excel

Job description

KPMG is currently seeking a Senior Manager or Manager, SALT M&A to join our State and Local Tax (SALT) practice.

Responsibilities:

• Work as part of a multi-disciplinary Tax and Advisory team that focuses on delivering pre-transaction related Tax and Financial due diligence, acquisition structuring and post transaction integration services to buyers, primarily comprised of private equity clients, public corporations and commercial clients
• Examine tax laws and form position on the application of such laws to specific facts presented during the transaction
• Create Excel based spreadsheets to calculate the amount of exposure or other tax liabilities (past, present, or future) associated with the transaction
• Draft due diligence reports and/or memorandums capturing areas of risk and addressing the application of law to facts
• Research and draft technical memoranda regarding income, and franchise tax questions
• Supervise, mentor, and develop staff; capitalize on opportunities to develop new client relationships with management personnel of acquired companies, and work to deliver SALT consulting services to such new clients
  

Additional Responsibilities for Senior Manager:

• Participate in and contribute to market and business activities that are external to the firm while providing direction to and maintaining managerial accountability for a team; act as a coach and mentor to other tax professionals

Qualifications:

• Minimum five years of recent experience in providing tax research and technical advice on multi-state issues
• Bachelor’s degree from an accredited college/university; licensed Certified Public Accountant (CPA), Enrolled Agent (EA), Juris Doctor/Master of Laws (JD/LLM) or Masters in Taxation (MTX), 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
• Ability to handle multiple engagements, as well as client service teams and perform in a high-energy team environment
• Experience with various corporate taxes
• Ability to develop business and foster client relationships and a desire to perform in a high-energy team environment
• Exceptional writing, communication, and tax research skills; excel skills is required

Additional Qualifications for Senior Manager:

• Minimum eight years of recent experience in providing tax research, and technical advice on multi-state issues
• Experience mentoring and counseling staff-level team members
• Ability to mentor and counsel staff-level team members