Tax Manager – Mergers & Acquisitions

Bennett Thrasher; Tampa (FL); On-site; USD 120,000 - 160,000; Full time

Job summary

Bennett Thrasher is seeking a Mergers & Acquisitions Tax Manager to lead buy-side and sell-side tax work with our tax and transaction advisory groups.

You will manage engagements, supervise staff, and collaborate with partners to deliver strategic tax insights for clients, while maintaining strong client relationships and high service standards.

Qualifications

• Undergraduate degree required; Master’s preferred.
• CPA or JD required.
• 3+ years of M&A tax experience.
• Advanced knowledge of Federal and State income tax laws.
• Strong skills in tax research and writing.
• Excellent written and verbal communication skills.
• Proven time management, organizational and prioritization skills.

Responsibilities

• Applies and interprets U.S. federal income tax law as it relates to tax due diligence exercises.
• Manages project workflow from beginning to end.
• Recognizes potential issues early in the engagement and communicates them to the engagement partner and team.
• Demonstrates expert knowledge and understanding of analytical tools and technical issues.
• Reviews and advises on technical research memorandum.
• Applies relevant law to particular clients and circumstances, including IRC sections 382, 280G, and 1202 analyses.
• Develops effective working relationships with clients and firm associates.
• Thinks strategically about client needs by understanding their business and key risks.
• Maintains client relationships through effective communication; seeks feedback to maximize satisfaction.
• Promotes additional services to client when appropriate.
• Stays abreast of current economic and business events.
• Builds and maintains positive relationships across the firm; coordinates with other client service teams.
• Delegates, monitors, and coaches junior staff; facilitates training.
• Manages budgets and timelines; tracks completion of engagements.
• Participates in client billing and inquiries; represents firm goals externally.

Skills

Tax research

Writing

Communication

Time management

Organizational skills

Prioritization

Education

Undergraduate degree

Master’s degree preferred

CPA or JD required

Job description

At Bennett Thrasher, we offer the expertise and opportunities of a large accounting firm, while providing a commitment to culture, a family-like work atmosphere, and work/life balance.

Due to growth, Bennett Thrasher is looking for a Mergers & Acquisitions Tax Manager that will work directly with our tax and transaction advisory services partners. You will manage a variety of projects related to buy-side and sell-side transactions for clients and share responsibility with partners for management of engagements and client communications.

Responsibilities

• Applies and interprets U.S. federal income tax law as it relates to tax due diligence exercises
• Manages project workflow from beginning to end
• Recognizes potential issues early in the engagement and communicates them to the engagement partner and team
• Demonstrates expert knowledge and understanding of analytical tools and technical issues
• Reviews and advises on technical research memorandum
• Applies relevant law to particular clients and circumstances, including IRC Section 382 studies, IRC Section 280G analyses, IRC Section 1202 analyses
• Develops effective working relationships with clients and firm associates
• Thinks strategically about client needs by understanding their business and key risks
• Maintains client relationships through effective and professional communication; proactively asks for feedback on improvements in order to maximize client satisfaction
• Promotes additional services to client when appropriate
• Stays abreast of current economic and business events
• Builds and maintains positive relationships across the firm. Work with other client service teams in tax department to assist clients before, during, and after transactions.
• Delegates responsibility providing proper instructions, monitoring and coaching
• Helps faciliate and conduct training for lower level associates
• Manages projects by scheduling associates, tracking completion, and managing the budget
• Maintains open communication with team regarding the progress of completion on projects
• Participates actively in training and developmental opportunities, both as an attendee and as a facilitator
• Manages client billing and client inquiries
• Represents the goals of the firm of the firm on a consistent basis internally and externally
• Networks to advocate Bennett Thrasher and help identify new business opportunities

Qualifications

• Undergraduate degree required, Master’s preferred
• CPA or JD required
• 3+ years of M&A tax experience
• Advanced knowledge of Federal and State income tax laws and principles of individual and business taxation is required
• Strong skills in tax research and writing preferred
• Excellent written and verbal communication skills
• Strong commitment to professional and client service excellence
• Proven time management, organizational and prioritization skills
• Ability to effectively manage multiple engagements simultaneously

Bennett Thrasher is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.