Strategic Tax Leader for M&A & Transaction Advisory

Barfield, Murphy, Shank & Smith LLC.; Birmingham (AL); On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

Bonuses

Medical insurance

401(k) plan

PTO and holidays

Training & development

Career progression

Job summary

BMSS Advisors & CPAs seeks a Tax Senior Manager to join the Transaction Advisory Services practice and lead the tax workstream of mergers, acquisitions, and other strategic transactions. This is a high-visibility, client-facing leadership role supporting both buy-side and sell-side engagements.

You will guide clients through tax due diligence, transaction structuring, tax planning, and post-closing integration and compliance, working with owners, private equity sponsors, attorneys, and other

Qualifications

• 8+ years of experience in tax, transaction advisory services, or a relevant federal tax practice.
• Active CPA license required.
• Bachelor’s degree in Accounting from an accredited institution.
• Advanced proficiency in Microsoft Excel and comfort working with complex tax and transaction data.
• Exceptional written and verbal communication skills, with the ability to explain complex tax matters clearly to clients and deal teams.

Responsibilities

• Lead tax due diligence for mergers, acquisitions, and other transactions, identifying exposures and quantifying risk for buyers and sellers.
• Advise on transaction structures, including stock versus asset treatment, F reorganizations, §338(h)(10) and §336(e) elections, rollover equity, and §1060 purchase price allocations.
• Review purchase and sale agreements for relevant tax considerations, including disclosure schedules, covenants, indemnities, intended tax treatment, and purchase price allocations.
• Advise closely held and private equity-backed clients on negotiated tax matters, entity structures, and reorganizations.
• Collaborate with clients and their legal, financial, and transaction advisors throughout the deal cycle.
• Support post-closing tax integration, planning, and compliance while mentoring junior team members and reviewing work product.

Skills

Tax due diligence

Transaction advisory

Excel proficiency

Client communication

Mentoring team

Leadership

Education

Bachelor’s degree in Accounting

CPA license

Tools

Microsoft Excel

Job description

BMSS Advisors & CPAs seeks a Tax Senior Manager to join the Transaction Advisory Services practice and lead the tax workstream of mergers, acquisitions, and other strategic transactions. This is a high-visibility, client-facing leadership role supporting both buy-side and sell-side engagements.

You will guide clients through tax due diligence, transaction structuring, tax planning, and post-closing integration and compliance, working with owners, private equity sponsors, attorneys, and other