Tax Transaction Advisory Services Manager

Orion Placement; Jacksonville (FL); Hybrid; USD 100,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Retirement plan

Vision insurance

Relocation assistance

Job summary

Confidential Employer in Jacksonville, FL is seeking a Tax Manager-level professional to lead advisory work on mergers, acquisitions, and related tax issues. You will advise business owners and deal teams, review purchase agreements, and help structure transactions while guiding junior staff.

The role emphasizes collaboration with attorneys and bankers, leveraging AI tools, and delivering precise tax strategies. Onboarding is hybrid with relocation support for exceptional candidates.

Qualifications

• Tax Manager-level experience or above, preferably within a public accounting or tax advisory firm.
• 2+ years of experience working on M&A-related tax matters.
• Strong knowledge of federal income taxation and the tax implications of business acquisitions and dispositions.
• Experience in one or more areas of transaction tax advisory, such as M&A tax structuring, tax due diligence, purchase agreement tax review, or transaction tax calculations.
• Familiarity with stock versus asset sale considerations, tax elections, and transaction-related tax compliance.
• Ability to evaluate complex tax issues and provide practical recommendations to clients.
• Strong analytical, communication, and relationship-management skills.
• Ability to manage multiple engagements and collaborate with cross-functional transaction teams.
• CPA strongly preferred.
• Experience advising privately held businesses, business owners, or private equity-backed companies is a plus.
• Experience with F-reorganizations, tax gross-up calculations, rollover equity arrangements, or seller-side transaction advisory is a plus.
• Experience with AI tools, data analytics, or modern tax technology is a plus.
• Construction or contractor industry experience is a plus.

Responsibilities

• Advise clients on tax implications of mergers, acquisitions, business sales, and other complex transactions.
• Review letters of intent (LOIs) and recommend tax-beneficial transaction structures and adjustments.
• Prepare preliminary tax calculations and evaluate the tax consequences of proposed transactions.
• Assist with tax due diligence inquiries from buyers and their advisors.
• Review purchase agreements and recommend or prepare revisions to tax-related provisions to achieve favorable tax treatment.
• Evaluate transaction terms, including indemnifications, representations and warranties, and other provisions affecting sellers.
• Prepare tax gross-up calculations and analyze tax consequences of stock sales versus asset sales.
• Review rollover equity arrangements and related operating agreements.
• Assist with net working capital calculations, negotiations, and post-closing true-ups.
• Analyze debt and debt-like items and their impact on transaction proceeds.
• Prepare or coordinate required transaction-related tax filings, including those associated with F-reorganizations.
• Assist with closing schedules, funds flow statements, and transaction-related negotiations.
• Oversee or assist with tax return preparation for the year of a business sale.
• Collaborate with attorneys, investment bankers, private equity firms, business owners, and other transaction professionals.
• Manage multiple client engagements while maintaining high standards of service and accuracy.
• Mentor and develop team members while supporting a collaborative, team-first culture.
• Leverage AI and modern technology tools to improve efficiency and client service.

Skills

M&A tax knowledge

Tax advisory

Leadership

Communication

Analytical skills

CPA

Education

CPA certification

Tools

AI tools & data analytics

Job description

Pay: $100,000.00 - $150,000.00 per year

Why This Is a Great Opportunity

• Join a rapidly growing Transaction Advisory Services practice where your expertise in M&A taxation will directly influence its continued success.


• Advise business owners and transaction teams on complex tax matters related to mergers, acquisitions, and business sales.


• Lead tax-related transaction advisory engagements, including deal structuring, tax due diligence, and purchase agreement reviews.


• Be part of a collaborative leadership team that values servant leadership, mutual respect, and developing future leaders.


• Work in an innovative, AI-forward environment that embraces technology and automation to enhance client service.


• Focus on delivering exceptional client work and managing relationships—business development is handled by dedicated team members.


• Enjoy a flexible hybrid work schedule with opportunities for flexibility during onboarding.


• Build a long-term career with excellent advancement opportunities as our advisory practice continues to grow.


• Relocation assistance is available for exceptional candidates.

Location: Jacksonville, FL – Hybrid. We believe collaboration matters, which is why our team works together in the office during onboarding before transitioning to a hybrid schedule requiring two days per week in the office, with the flexibility to work remotely up to three days per week. Our standard onboarding period is three months onsite, but flexibility may be available depending on the candidate.

Note: Candidates should have a strong tax background at the Tax Manager level or above, with 2+ years of M&A-related tax experience. Experience in transaction tax structuring, M&A tax due diligence, or purchase agreement tax matters is highly desirable. Candidates with primarily audit, Quality of Earnings, or Financial Due Diligence experience without a strong tax background are not a fit.

About Us

We are a growing public accounting and advisory firm committed to helping both our clients and our people succeed. Our culture is built on collaboration, servant leadership, continuous learning, and treating each team member with respect.

As our Transaction Advisory Services practice continues to expand, we\'re seeking an experienced tax professional to help business owners navigate the complexities of mergers, acquisitions, and business sales.

We\'re creating opportunities for talented professionals to grow into future leaders while making a meaningful impact on clients and teammates alike. Confidential Employer.

Job Description

• Advise clients on tax implications of mergers, acquisitions, business sales, and other complex transactions.


• Review letters of intent (LOIs) and recommend tax-beneficial transaction structures and adjustments.


• Prepare preliminary tax calculations and evaluate the tax consequences of proposed transactions.


• Assist with tax due diligence inquiries from buyers and their advisors.


• Review purchase agreements and recommend or prepare revisions to tax-related provisions to achieve favorable tax treatment.


• Evaluate transaction terms, including indemnifications, representations and warranties, and other provisions affecting sellers.


• Prepare tax gross-up calculations and analyze tax consequences of stock sales versus asset sales.


• Review rollover equity arrangements and related operating agreements.


• Assist with net working capital calculations, negotiations, and post-closing true-ups.


• Analyze debt and debt‑like items and their impact on transaction proceeds.


• Prepare or coordinate required transaction‑related tax filings, including those associated with F‑reorganizations.


• Assist with closing schedules, funds flow statements, and transaction‑related negotiations.


• Oversee or assist with tax return preparation for the year of a business sale.


• Collaborate with attorneys, investment bankers, private equity firms, business owners, and other transaction professionals.


• Manage multiple client engagements while maintaining high standards of service and accuracy.


• Mentor and develop team members while supporting a collaborative, team‑first culture.


• Leverage AI and modern technology tools to improve efficiency and client service.

Qualifications

• Tax Manager-level experience or above, preferably within a public accounting or tax advisory firm.


• 2+ years of experience working on M&A-related tax matters.


• Strong knowledge of federal income taxation and the tax implications of business acquisitions and dispositions.


• Experience in one or more areas of transaction tax advisory, such as M&A tax structuring, tax due diligence, purchase agreement tax review, or transaction tax calculations.


• Familiarity with stock versus asset sale considerations, tax elections, and transaction‑related tax compliance.


• Ability to evaluate complex tax issues and provide practical recommendations to clients.


• Strong analytical, communication, and relationship‑management skills.


• Ability to manage multiple engagements and collaborate with cross‑functional transaction teams.


• CPA strongly preferred.


• Experience advising privately held businesses, business owners, or private equity‑backed companies is a plus.


• Experience with F‑reorganizations, tax gross‑up calculations, rollover equity arrangements, or seller‑side transaction advisory is a plus.


• Experience with AI tools, data analytics, or modern tax technology is a plus.


• Construction or contractor industry experience is a plus.

Experience Expectations: Candidates at the lower end of the compensation range should be capable of performing transaction‑related tax advisory work with some oversight. Candidates at the higher end should be capable of independently managing most aspects of M&A tax engagements. Exceptional Senior Manager, Principal, or Director‑level candidates may be considered for higher compensation based on their expertise.

Why You Will Love Working Here

• You\'ll join a firm where culture genuinely matters. We believe in servant leadership, collaboration, respect, and helping one another succeed.


• You\'ll work alongside an energetic leadership team that\'s intentionally investing in growth to create long‑term advancement opportunities for high performers.


• We embrace AI and innovation, giving our team access to modern technology while encouraging continuous learning and professional development.

If you\'re looking for a place where your tax expertise, leadership, technical knowledge, and ideas will be valued—and where you can make a meaningful impact on complex M&A transactions without the pressure of generating new business, we\'d love to meet you.

JPC-2503

Benefits:

• Health insurance


• Paid time off


• Retirement plan


• Vision insurance