Transaction Services Tax Manager

UHY-US; Melville (NY); On-site; USD 110,000 - 180,000; Full time

Benefits offered by this job

Collaborative work environment

Comprehensive benefits package

Attractive compensation packages

Job summary

A leading professional services firm in Melville is seeking a Tax Manager to assist with tax due diligence related to mergers and acquisitions. This role involves reviewing tax returns, analyzing compliance risks, and collaborating with transaction teams. The ideal candidate will hold a relevant degree and CPA license, with 5 to 8 years of experience. A supportive work environment with comprehensive benefits and competitive compensation is offered, along with opportunities for career advancement.

Qualifications

• 5–8 years of relevant experience in tax.
• Experience in a professional service environment.
• Responsible for meeting CPE credit requirements.

Responsibilities

• Assist in tax due diligence for mergers and acquisitions.
• Review tax documents to identify risks.
• Collaborate with transaction teams for tax insights.

Skills

Tax technical expertise

Client-facing skills

Analytical thinking

Education

Bachelor’s degree in accounting, finance, or related field

CPA or Enrolled Agent license

Tools

CCH Prosystem FX

Axcess Tax

Thomson Reuters Fixed Assets CS

Job description

Job Summary

As a Tax Manager, you will assist in tax due diligence engagements related to mergers and acquisitions. This role involves detailed analysis of tax positions, compliance risks, and structuring opportunities to support transaction decisions. The ideal candidate will combine tax technical expertise with strong client‑facing skills.

Job Description

• Review tax returns for partnerships and corporations, tax provisions, and other financial documents to identify tax risks and potential liabilities.
• Assist tax financial due diligence projects, including scoping, planning, execution, and reporting on tax risks and opportunities.
• Analyze target companies’ historical and projected tax positions, compliance status, tax attributes, and exposures across federal, state, local, and international jurisdictions.
• Collaborate with transaction teams, including M&A advisors, legal counsel, and finance professionals, to deliver comprehensive tax insights supporting deal structuring and negotiation.
• Develop clear, concise, and actionable reports summarizing tax findings, impacts, and recommendations for internal and external stakeholders.
• Support clients in understanding tax implications and planning strategies for post‑transaction integration and compliance.
• Maintain up‑to‑date knowledge of tax regulations, rulings, and industry trends affecting transaction due diligence.

Supervisory Responsibilities

• Will supervise subordinate team members.

Work Environment

• Work is conducted in a professional office environment with minimal distractions.

Physical Demands

• Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time.
• Must be able to lift to 15 pounds at a time.

Travel Required

• Travel may be frequent and unpredictable, depending on client’s needs.

Required Education and Experience

• Bachelor’s degree in accounting, finance, or a related field.
• 5–8 years of relevant experience.
• CPA or Enrolled Agent license.
• Experience in a professional service environment, such as a CPA firm or financial consulting firm.
• Specific positions may require additional industry or specialization certifications.
• Responsible for completing the minimum CPE credit requirement.
• Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.

For job postings in our New York locations, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity. This range considers many factors, including but not limited to a candidate’s knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $110,000 to $180,000.

Who We Are

UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360‑degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.

What We Offer

• POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued.
• Attractive Compensation Packages Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.
• COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.