Tax & M&A Transaction Advisory Manager

Alvarez & Marsal; Charlotte (NC); On-site; USD 145,000 - 185,000; Full time

Benefits offered by this job

Health insurance

401(k) retirement plan

Discretionary bonus

Paid time off

Job summary

Alvarez & Marsal seeks a Manager, Corporate Transaction Tax & Advisory (CTTA) to lead day-to-day tax planning engagements related to mergers and acquisitions, due diligence, and post-merger integration. You will deliver analyses, build models, and coordinate cross‑functional teams.

The role emphasizes advisory work for corporate buyers and sellers across industries, with opportunities to apply AI-enabled tools and contribute to strategy, planning, and client communications.

Qualifications

• CPA/JD or equivalent with tax-focused advanced degree.
• 5+ years of mergers & acquisitions, tax structuring, due diligence, international tax planning, and other core tax planning practices at a Big 4 firm, Big Law firm, or similar firm.
• Knowledge of accounting and financial reporting.
• Strong understanding of the consolidated return regulations, tax-free reorganization provisions and cross-border tax planning considerations.
• Strong writing, analytical, research, Excel, and organizational skills.
• Ability to leverage emerging technologies to enhance analysis, workflow efficiency, and client deliverables.
• Strong communication, presentation, project management, and business development skills.
• Strong sense of personal initiative and the ability to work effectively both independently and as part of a team.

Responsibilities

• Demonstrate a solid understanding of complex tax concepts and apply that knowledge to client patterns; identify issues and propose solutions.
• Lead day-to-day workstreams on tax planning engagements; deliver timely, accurate analyses and work product.
• Perform and review tax due diligence (returns, financials, other tax data); assess risks/opportunities and draft client-ready summaries.
• Support planning and execution of post-merger integration; coordinate tasks and track action items.
• Build and review tax models (e.g., tax benefit/step-up, E&P/stock and basis, transaction cost analyses); document key assumptions.
• Assist in reviewing tax provisions of purchase agreements; prepare issues lists and recommendations.
• Coordinate with state and local and international tax team members; prepare issues lists and recommendations.
• Maintain regular client communication and support Directors and Senior Directors in relationship development.

Skills

Writing

Analytical skills

Research skills

Excel

Organizational skills

Communication skills

Education

CPA

JD

Master’s in Taxation

LL.M. in Taxation

Accounting degree

Tools

AI-enabled tools

Job description

Alvarez & Marsal seeks a Manager, Corporate Transaction Tax & Advisory (CTTA) to lead day-to-day tax planning engagements related to mergers and acquisitions, due diligence, and post-merger integration. You will deliver analyses, build models, and coordinate cross‑functional teams.

The role emphasizes advisory work for corporate buyers and sellers across industries, with opportunities to apply AI-enabled tools and contribute to strategy, planning, and client communications.