Transaction Tax Manager – M&A Tax

Jobtailor; Los Angeles (CA); On-site; USD 180,000 - 240,000; Full time

Job summary

Jobtailor seeks an experienced M&A Tax Leader to drive innovative tax planning, consulting, and compliance on multiple client engagements in the United States. You will mentor Senior Associates, Staff, and Interns, oversee engagement performance, and manage client expectations to ensure timely, high-quality outcomes.

You will collaborate with Transaction Services colleagues on tax aspects of mergers, acquisitions, and related transactions, conduct due diligence, advise on tax-efficient

Qualifications

• Six to ten years of progressive federal tax consulting and/or compliance experience
• Three to five years of qualified Mergers and Acquisitions tax services/due diligence experience
• CPA or JD/active law license required
• Experience in Corporate, S-Corp, and/or Partnership returns
• Proficiency in US GAAP and tax compliance

Responsibilities

• Lead innovative tax planning, consulting, and compliance work on M&A projects for multiple clients
• Manage, develop, train, and mentor Senior Associates, Staff, and Interns on M&A projects
• Assess engagement performance and conduct year-end reviews
• Maintain active client communication, manage expectations, ensure satisfaction, meet deadlines
• Collaborate with Transaction Services on tax aspects of mergers, acquisitions, and related transactions
• Conduct buy-side and sell-side tax due diligence
• Advise on tax-efficient acquisitions, divestments, and restructurings
• Review taxes in financial models and transaction documents
• Research tax issues and prepare concise, deal-driven written communications
• Help clients respond to tax authorities and strategize on transaction tax matters
• Assist Senior Managers with project development, client pursuits, and priority account management
• Analyze client tax attributes, including tax basis of assets and stock, tax accounting, and earnings and profits
• Analyze net operating loss and tax credit carryforward limitations under IRC Section 382
• Perform other duties as assigned

Skills

Client Service

Communication

Mentoring

Analytical Skills

Team Leadership

Education

Bachelor's degree in Accounting

Master's in Taxation/LLM in Taxation

CPA or JD/Active Law License

PhD in Economics/Statistics/Policy/Math/Finance

Tools

Tax Software

Spreadsheet Modeling

Job description

• Lead innovative tax planning, consulting, and compliance work on M&A projects for multiple clients
• Manage, develop, train, and mentor Senior Associates, Staff, and Interns on M&A projects
• Assess performance for engagement and year-end reviews
• Maintain active client communication, manage expectations, ensure satisfaction, meet deadlines, and lead change efforts
• Collaborate with Transaction Services colleagues on tax aspects of mergers, acquisitions, and related transactions
• Conduct buy-side and sell-side tax due diligence
• Advise on tax-efficient acquisitions, divestments, and restructurings
• Review taxes in financial models and transaction documents
• Research tax issues and prepare concise, deal-driven written communications
• Help clients respond to tax authorities and strategize on transaction tax matters
• Assist Senior Managers with project development, client pursuits, and priority account management
• Analyze client tax attributes, including tax basis of assets and stock, M&A transaction-cost tax accounting, and corporate earnings and profits
• Analyze net operating loss and tax credit carryforward limitations under IRC Section 382
• Perform other duties as assigned

Requirements

• Bachelor's degree in Accounting
• Master's in Taxation/LLM in Taxation strongly preferred
• Also accepted: Master's or Ph.D. in Economics, Statistics, Public Policy, Mathematics, Business, Finance, Financial Engineering, Management Science and Engineering, Financial Mathematics, Industrial Engineering or Operations Research
• Minimum six to ten years of progressive federal tax consulting and/or compliance experience in public accounting or a combination of corporate and public accounting experience
• Three to five years of qualified Mergers and Acquisitions tax services/due diligence experience
• CPA or JD/active law license required
• Experience in Corporate, S-Corp. and/or Partnership returns
• Proficiency in US GAAP, tax compliance, corporate consolidated returns, consolidated federal tax returns, partnership returns, and combined state tax returns
• Excellent analytical, technical, and tax accounting/technology skills
• Exceptional client service and communication skills with demonstrated ability to develop and maintain outstanding client relationships
• Computer expertise, including tax software and spreadsheet modeling
• Ability to travel as needed

Core Competencies

Demonstrates expertise in tax planning, compliance, and consulting for M&A projects, with a strong focus on client communication and team leadership. Proficient in analyzing tax attributes and conducting due diligence while ensuring adherence to regulatory standards.

Highest-signal resume keywords

• Mergers And Acquisitions Tax Services
• Tax Compliance
• Federal Tax Consulting
• CPA Or JD/Active Law License
• US GAAP Proficiency

Hard Skills

• Tax Planning
• Tax Due Diligence
• Tax Accounting
• Financial Modeling
• Tax-efficient Acquisitions
• Corporate Consolidated Returns
• Partnership Returns
• Net Operating Loss Analysis
• Tax Credit Carryforward Limitations
• Tax Research

Soft Skills

• Client Service
• Communication
• Mentoring
• Analytical Skills
• Team Leadership

Certifications & Qualifications

• CPA
• JD/Active Law License

Industry Keywords

• M&A Projects
• Public Accounting
• Corporate Tax
• S-Corp Returns
• Partnership Returns
• Tax Authorities
• Transaction Tax Matters
• Client Relationships
• Engagement Reviews
• Change Management

Tools & Technologies

• Tax Software
• Spreadsheet Modeling