Manager or Senior Manager, M&A Tax
$85,000–$250,000 year
On-siteChicago, Illinois, United States or New York City, New York, United States
Job Summary
Lead sophisticated M&A tax engagements from diligence through integration, serving as a primary point of contact for clients navigating complex transactions. Drive client relationships by presenting findings, recommendations, and transaction insights to stakeholders while managing scope, timelines, and budgets across multiple concurrent deals. Provide technical direction on structuring, modeling, and attribute analysis, then mentor staff and lead a high-performance team to deliver high-quality service. Support practice growth through proposals, networking, and thought leadership activities to expand market presence.
Required Qualifications
- 5–8 years of progressive public accounting experience
- at least 3 years in a dedicated M&A Tax, Transaction Advisory, Transaction Services Tax, or Deals Tax practice
- 8+ years of progressive public accounting experience
- at least 5 years in a dedicated M&A Tax, Transaction Advisory, Transaction Services Tax, or Deals Tax practice
- Demonstrated experience leading buy-side and/or sell-side tax due diligence engagements
- Experience with transaction structuring, tax modeling, and tax attribute analysis
- Experience advising private equity firms, strategic acquirers, and/or closely held businesses on transaction-related tax matters
- Proven ability to manage multiple concurrent engagements and lead client relationships
- Strong leadership, project management, and team development skills
- Exceptional verbal and written communication skills with the ability to present complex tax matters to clients and executive stakeholders
Desired Qualifications
- CPA, JD, or advanced tax degree preferred
- Experience in a national or Big 4 Transaction Advisory Services (TAS), Deals, M&A Tax, or Transaction Services Tax practice
- Experience supporting middle-market transactions
- Experience with post-acquisition integration, internal restructurings, and Section 382 studies
- Experience mentoring and developing junior transaction advisory professionals
- Involvement in business development, proposals, or thought leadership within the transactions space
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