M&A Tax Manager

Compensation: $160,000 - $250,000 plus bonus

Job Overview - M&A Tax Manager - 34461

Our client is seeking an experienced U.S. Federal Tax professional with a strong technical background in Subchapter C, M&A tax, and corporate taxation. This is an opportunity to play a key role in supporting acquisitions, reorganizations, tax planning, and other strategic transactions within a complex corporate environment.

The ideal candidate will bring at least 4 years of combined U.S. M&A tax and federal tax experience gained within a large public accounting firm and/or large multinational corporation. Experience with tax reorganization provisions and consolidated return regulations is highly desirable.

Title and compensation will be commensurate with the candidate's experience.

Key Responsibilities

• Support M&A tax due diligence, including review and analysis of target-company financial information and tax returns.
• Evaluate competing acquisition structures and internal restructuring alternatives through tax scenario planning.
• Perform IRC Section 382 analyses for acquired companies with net operating losses, including calculation of applicable Section 382 limitations.
• Analyze the tax implications of stock versus asset acquisitions, including related basis and tax calculations.
• Calculate and analyze inside and outside basis of company-owned subsidiaries and partnerships for taxable and tax-free reorganizations and other tax-planning initiatives.
• Partner with business unit leaders, legal teams, and other corporate stakeholders on acquisitions, reorganizations, and strategic tax matters.
• Perform due diligence and related calculations involving IRC Section 332 tax-free liquidations.
• Perform due diligence and related calculations involving IRC Section 351 tax-free contributions.
• Determine appropriate income tax disclosures associated with completed transactions.
• Lead and execute tax projects from initial planning through timely and successful completion.
• Assist with the review of U.S. federal income tax returns.
• Conduct tax research and prepare written technical memoranda documenting conclusions and recommendations.
• Participate in special projects and other strategic tax initiatives as assigned by senior tax leadership.

What We're Looking For

The successful candidate will have:

• 4+ years of combined U.S. M&A tax and federal tax experience.
• Strong technical knowledge of U.S. federal corporate taxation and Subchapter C.
• Experience in a large public accounting firm and/or large multinational corporation.
• Experience with M&A transactions, corporate reorganizations, and tax planning.
• Knowledge of IRC Sections 382, 332, and 351.
• Experience with consolidated return regulations and tax reorganization provisions is a plus.
• Significant Microsoft Excel experience and strong analytical capabilities.
• Excellent written and verbal communication skills.

The Right Personality

We're looking for someone who can operate effectively at both the strategic and detailed levels. The ideal candidate is:

• Comfortable partnering with staff, senior managers, legal professionals, business unit leaders, and other corporate functions.
• A hands-on professional who is willing to roll up their sleeves and get into the details.
• Able to maintain a broader business perspective while working through complex technical tax issues.
• Comfortable taking ownership of ad hoc tax planning and transaction-related projects.
• Able to manage tax issues directly or coordinate effectively with external advisors.
• Comfortable managing multiple priorities and competing deadlines.
• Adaptable and able to shift between projects with limited advance notice.
• Collaborative and energized by a flexible, team-oriented environment.

Education & Credentials

• Bachelor's degree in Accounting or related field required.
• Master's in Taxation preferred.
• CPA preferred.
• J.D. a plus.

Why Consider This Opportunity?

This role offers the opportunity to work on complex M&A transactions, corporate reorganizations, federal tax planning, and strategic tax initiatives while partnering closely with senior business and legal stakeholders. It is well suited for a tax professional who wants to apply deep technical expertise while having meaningful exposure to broader business decisions and transactions.

Additional Job Details

#li-Hybrid

#li-Mid-Senior level

#LI-TC1

ABOUT OUR PROCESS

We will notify you if you are selected as a candidate for this role. If not, but you fit our specializations, we'll consider you for future openings, and encourage you to apply for other Sherpa roles you're qualified for/interested in.

Candidates for all Sherpa opportunities must be authorized to work in the United States.

Sherpa is an Equal Opportunity Employer.

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