Tax Manager - Mergers & Acquisitions

Bennett Thrasher LLP; United States; Remote; USD 120,000 - 160,000; Full time

Job summary

Bennett Thrasher LLP is seeking a Mergers & Acquisitions Tax Manager to lead tax due diligence for buy-side and sell-side transactions, working with our tax and transaction advisory partners. This role drives engagement management, client communications, and collaboration across the firm.

The ideal candidate has 3+ years of M&A tax experience and CPA or JD certification, with strong knowledge of federal and state tax laws. Remote work is considered for highly qualified candidates.

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 cross-border issues preferred.
• Strong tax research and writing skills.
• Excellent written and verbal communication skills.
• Proven time management, organizational and prioritization abilities.
• Ability to manage multiple engagements simultaneously.

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 engagements and communicates them to the partner and team.
• Demonstrates expert knowledge of analytical tools and technical issues.
• Reviews and advises on technical research memoranda.
• Applies IRC provisions (e.g., 382, 280G, 1202) to client contexts.
• Develops relationships with clients and firm professionals.
• Thinks strategically about client needs and business risks.
• Maintains client relationships with proactive communication and feedback.
• Promotes additional services where appropriate.
• Stays informed on economic and business developments.
• Collaborates with other client service teams in tax during transactions.
• Delegates tasks with clear instructions and coaching.
• Facilitates training for junior staff.
• Manages project budgets and timelines.
• Ensures timely client billing and inquiries.
• Represents firm goals internally and externally.
• Networks to identify new business opportunities.

Skills

Tax research

Analytical tools

Client communication

Project management

Budget oversight

Tax analysis

Education

CPA or JD

Undergraduate degree

Master’s degree preferred

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.

• Bennett Thrasher has offices in Denver, Dallas, Atlanta, and Tampa
• we will consider highly qualified candidates that can work fully remote.

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.

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Equal Opportunity Employer

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