Senior Tax Manager, Mergers & Acquisitions

NextGenEnergyJobs; Chicago, Northern (IL, KY); Hybrid; USD 150,000 - 230,000; Full time

Job summary

Aprio seeks a Senior Tax Manager, Mergers & Acquisitions, to lead complex tax engagements for buy- and sell-side transactions in the US. You will oversee transaction structuring, due diligence reviews, and collaboration with cross-functional teams.

You will advise clients on tax implications of transactions, manage engagement economics, and mentor managers and associates while supporting practice growth and knowledge sharing within the M&A Specialty Tax group.

Qualifications

• Bachelor's degree in Accounting, Finance, Taxation, or related field.
• CPA, JD, LLM (Tax), or equivalent credential required.
• 8–12+ years of progressive tax experience, including significant M&A transaction tax experience.
• Experience within a national or large regional public accounting firm preferred.

Responsibilities

• Lead and manage complex M&A tax engagements, including sell-side tax consulting and transaction structuring.
• Advise clients on tax implications of mergers, acquisitions, divestitures, restructurings, and joint ventures.
• Review tax due diligence reports, memos, and client deliverables for quality and accuracy.

Skills

Project management

Client relationship management

Business development

Analytical research skills

Communication and presentation

Education

Bachelor's degree in Accounting, Finance, Taxation, or related field

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Tax research platforms

Job description

Senior Tax Manager, Mergers & Acquisitions

Work with a Top 20 CPA and advisory firm that Accounts for Anything.

Key Responsibilities

• Lead and manage complex M&A tax engagements, including:
• Sell-side tax consulting
• Transaction structuring
• Post-transaction integration planning
• Tax attribute analysis
• Section 280G analysis
• Section 1202 consulting
• Executive compensation and transaction-related tax consulting
• Review tax due diligence reports, technical memoranda, and client deliverables for quality, accuracy, and completeness. Identify tax risks, exposures, opportunities, and planning strategies related to transactions.
• Advise clients and internal stakeholders on the tax implications of mergers, acquisitions, divestitures, restructurings, joint ventures, and recapitalizations.
• Research and analyze complex federal and state tax issues affecting transaction structures.
• Serve as a trusted advisor to clients throughout all phases of the transaction lifecycle.
• Lead multiple engagements simultaneously while managing deadlines, budgets, and resource allocation.
• Ensure projects are delivered efficiently and meet Aprio quality and risk management standards.
• Monitor engagement economics, realization, WIP, billing, and profitability.
• Collaborate with Specialty Tax, Transaction Advisory, International Tax, SALT, Legal, and other internal service teams.
• Manage client communications and act as the primary day-to-day relationship lead for key accounts.
• Support practice growth through business development efforts and relationship expansion.
• Identify opportunities to cross-sell Aprio services across existing client relationships.
• Assist in developing proposals, presentations, thought leadership, and marketing initiatives.
• Participate in networking activities, industry events, and referral-source development.
• Support Directors and Partners in pursuing strategic growth opportunities within the M&A marketplace.
• Supervise, coach, and mentor Managers, Senior Associates, Associates, and offshore resources.
• Provide ongoing feedback, career development guidance, and performance coaching.
• Assist with recruiting, interviewing, onboarding, and retention efforts.
• Develop technical training materials and facilitate internal training sessions.
• Promote a culture of accountability, collaboration, continuous improvement, and client service excellence.
• Ensure compliance with Aprio policies, engagement standards, and risk management requirements.
• Escalate significant technical, independence, or client acceptance issues when appropriate.
• Support quality control reviews and technical consultations.
• Maintain awareness of emerging tax law developments and transaction trends.
• Help drive process standardization and continuous improvement initiatives across the M&A practice.

Requirements

• Bachelor's degree in Accounting, Finance, Taxation, or related field.
• CPA, JD, LLM (Tax), or equivalent professional credential required.
• 8–12+ years of progressive tax experience, including significant M&A transaction tax experience.
• Experience within a national or large regional public accounting firm preferred.
• Extensive knowledge of:
• Corporate taxation
• Partnership taxation
• Transaction structuring
• Section 382
• Section 280G
• Section 1202
• Tax attribute analysis
• Related federal tax concepts
• Proven ability to lead complex client engagements and manage multiple deadlines simultaneously.
• Strong project management, client relationship management, and business development skills.
• Advanced analytical, research, communication, and presentation abilities.
• Strong proficiency with Microsoft Excel, Word, PowerPoint, and tax research platforms.
• Maintain high levels of client satisfaction and engagement quality.
• Deliver projects on time and within budget.
• Develop and mentor future leaders within the practice.
• Drive profitable growth through client expansion and business development.
• Support strong realization, WIP management, and engagement economics.
• Serve as a recognized technical resource within the M&A Specialty Tax practice.
• Contribute to a scalable, repeatable delivery model that supports continued growth of the M&A service line.