Tax Mergers & Acquisitions (M&A) Managing Director

Lever, Inc.; Buffalo (NY); On-site; USD 224,000 - 320,000; Full time

Job summary

GHJ is a national independent advisory, tax and accounting firm that partners with businesses and nonprofit organizations to deliver clarity and confidence. Since 1953, GHJ has combined deep industry expertise with an entrepreneurial spirit to help leaders achieve their strategic goals.

GHJ is headquartered in Los Angeles and serves clients nationwide, with Buffalo among its offices, and backed by a dispersed workforce.

Qualifications

• 10+ years of experience in public accounting (tax).
• Leadership of client engagements and supervisory experience.
• Excellent oral & written communication skills.
• Self-starter with the ability to work independently and use good judgment.
• Strong interpersonal skills.
• Strong coaching skills and participation in Coaching Program.
• Creative thinker with entrepreneurial client interactions, including tax planning.
• Willingness to lead firm or tax department initiatives.

Responsibilities

• Managing/leading M&A tax consulting engagements, including tax due diligence and cross-border structuring.
• Performing discrete tax consulting engagements (Section 382, gross-up, basis, etc.).
• Reviewing and modeling complex partnership operating agreements and sales agreements.
• Applying US federal income tax law to various structures and reorganizations.
• Preparing memoranda documenting research and outcomes based on facts and tax law.
• Assisting with tax compliance-related consulting as needed.
• Supporting firm initiatives such as tax updates, webinars, and thought leadership.
• Maintaining knowledge of economic/political trends affecting tax legislation.
• Supervising tax team members and providing on-the-job training.
• Recruiting, evaluating performance, and developing training for staff.
• Assisting in client pursuit (proposals, pitches).
• Growing professional network and cross-department collaboration.
• Owning billing processes and AR collection for clients.
• Engaging in engagement planning and addressing complex issues early.
• Identifying value-added projects and opportunities for clients.
• Maintaining online presence (LinkedIn, etc.).
• Possibly leading a tax department or firm initiative.

Skills

Leadership

Communication

Self-starter

Interpersonal skills

Coaching

Entrepreneurial mindset

Tax knowledge

Education

Bachelor's degree in Accounting

Master's in Taxation or JD preferred

CPA or active law license

Job description

GHJ is looking for a Tax M&A Managing Director

WHY we get up in the morning

At GHJ, we foster a flexible, entrepreneurial environment so our people achieve their personal and professional goals.

Our success is driven by retaining the best, diverse talent. We invest in our people and technology to deepen firm expertise and fuel sustainable growth. And we partner with our clients locally and globally to deliver innovative solutions.

WHAT we believe

GHJ works side by side with business leaders and nonprofit organizations to deliver responsive, high-impact advisory, tax and accounting solutions that drive real results. Headquartered in Los Angeleswith offices in Buffalo, Denver, Orange County and San Jose and backed by our own dispersed workforce, GHJ meets clients where they are to help leaders achieve their strategic goals.

THRIVING On Our Own Terms

We are deeply committed to our core values of Bright Minds, Brave Hearts and Bold Actions and incorporate them into every aspect of our business. By living these values, GHJ measures success by the strength of our relationships, the quality of our impact and the integrity of our actions. The Firm’s independence allows us to make strategic choices to innovate, invest and evolve with purpose. Ultimately, GHJ values operational excellence, financial discipline and the courage to prioritize sustainability over size.

Summary of Role:

GHJ is seeking an accomplished Tax transaction advisory professional with deep M&A/private equity experience to help accelerate the growth of our existing buy-side Transaction Advisory Services practice.

The position reports to the Transaction Advisory Services (TAS) Practice Leader and ultimately to the Tax Department Practice Leader.

The Tax M&A Managing Director will be responsible for leading client engagements requiring Tax M&A expertise. The ideal candidate will have advanced technical skills in a variety of tax areas, along with well-developed and demonstrated management and supervisory skills. Administrative, leadership, marketing, practice development, and business development responsibilities are also key elements for this position.

You will be responsible for:

• Managing/leading M&A tax consulting engagements, including but not limited to, tax due diligence, cross border and domestic tax structuring and financing, support of QoE engagements, and modeling the tax consequences of various acquisitions and dispositions;
• Performing discrete tax consulting engagements such as Section 382 analysis, gross up analysis, domestic or foreign earnings and profits calculation, basis calculation, purchase price allocation and transaction costs analysis;
• Reviewing and modeling complex partnership operating agreements and sales agreements;
• Demonstrating expert technical skills including the application and interpretation of U.S. federal income tax law including Subchapter C corporations, partnerships, consolidated groups, tax efficient structuring and use of debt, and the reorganization provisions of the Internal Revenue Code;
• Preparing written memoranda documenting research and analyzing appropriate outcomes based on application of the facts to tax law;
• To the extent required, reviewing and assisting with tax compliance-related consulting particularly as related to transactions;
• Proactively assisting in the firm’s various initiatives including tax technical updates, thought leadership, webinars and others;
• Maintaining knowledge of general economic and political trends of possible tax or other legislation that could affect the business climate;
• Supervising members of the tax team and providing on-the-job training;
• Working to develop responsible, trained staff by assisting in recruiting, performance evaluations, developing training aids, and acting as an instructor in professional development programs;
• Possessing a complete knowledge of the firm's philosophy and its positions on tax issues;
• Maintaining knowledge of general economic and political trends impacting possible tax or other legislation that could affect the business climate;
• Assisting in the client pursuit process (developing proposals, presenting at client pitch meetings, etc.);
• Proactively continuing to grow professional network and attending or participating in specific industry events;
• Collaborating with peers in other GHJ departments by promoting and identifying potential cross-selling opportunities;
• Taking ownership of billing process for your clients and actively engaging in the AR collection process;
• Working to effectively plan engagement including addressing any complex issues in advance of the start of the project;
• Identifying value-added projects and opportunities for expanded client business;
• Presence and regular engagement on social media networking platforms (e.g. LinkedIn);
• Possibly leading a tax department or firm initiative.

What we need from you:

• 10+ years of experience in public accounting (tax), demonstrating a proven ability in handling tax complexity, scope, and research.
• Prior leadership of client engagements and supervisory experience of managers and staff.
• Excellent oral & written communication skills.
• Self-starter with the ability to work independently and use good judgment.
• Strong interpersonal skills
• Strong coaching skills and the desire to participate in our Coaching Program.
• Creative thinker with entrepreneurial approach to client interactions, including tax planning and bringing value to clients.
• Willingness to lead firm or tax department initiatives and be seen as a leader in the tax department.

What skills & experience you’ll bring to us:

• Bachelor’s degree in Accounting, Business, or related equivalent.
• Masters of Science degree in Taxation or a J.D. highly preferred
• CPA certification or active law license required.

Seven decades, one enduring focus: our people and our clients.

GHJ is a national independent advisory, tax and accounting firm that partners with businesses and nonprofit organizations to deliver clarity and confidence. Since 1953, GHJ has combined deep industry expertise with an entrepreneurial spirit to help leaders achieve their strategic goals.

GHJ is headquartered in Los Angeles and serves clients nationwide, backed by its own dispersed workforce. With nearly 300 professionals and 25+ partners, the Firm provides senior-level expertise with deep industry capabilities in food and beverage, media and advertising, entertainment and nonprofit.

GHJ is a top-ranking firm in the U.S. and member of HLB International. Through this global network, GHJ offers seamless access to resources in over 150 countries while remaining fiercely focused on client success.

GHJ complies with all local/state regulations in regards to displaying salary ranges. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. Any offered salary is determined based on internal equity, internal salary ranges, market data, ranges, applicant's skills and prior relevant experience, certain degrees and certifications (e.g. JD, technology), for example. At GHJ, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is: $224,000 - $320,000.

Equal Employment Opportunity

GHJ is an equal opportunity employer. In accordance with applicable law, we prohibit discrimination against any applicant or employee based on any legally-recognized basis, including, but not limited to: race, color, religion, sex (including pregnancy, lactation, childbirth or related medical conditions), sexual orientation, gender identity, age (40 and over), national origin or ancestry, citizenship status, physical or mental disability, genetic information (including testing and characteristics), veteran status, uniformed service member status or any other status protected by federal, state or local law. Our commitment to equal opportunity employment applies to all persons involved in our operations and prohibits unlawful discrimination by any employee, including Department Heads and co-workers.

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