M&A Tax Managing Director - M&A Tax Partner

Conducting, developing, overseeing and reviewing tax due diligence, tax structuring and tax modeling workstreams including but not limited to identification and mitigation of relevant historical and projected tax risks, tax-advantage structuring, optimizing and preserving valuable tax attributes, mitigating tax costs related to cancellation of indebtedness income and worthless stock deduction analysis, conducting Section 382 and transaction cost analyses. The Tax Managing Director or Tax Partner of M&A Tax will work in a fast-paced rapidly growing practice and assume a wide set of responsibilities across buy-side and sell-side transactions, divestitures and carve outs working alongside our performance improvement, turnaround and restructuring and investment banking practices to assess a company’s tax risks and opportunities, applying and interpreting income tax law and conducting comprehensive discussions with management and their advisors.

Tax Managing Director - Tax Partner - Mergers & Acquisitions ("M&A") Tax


The Tax Managing Director or Tax Partner of M&A Tax will work in a fast-paced rapidly growing practice and assume a wide set of responsibilities across buy-side and sell-side transactions, divestitures and carve outs working alongside our performance improvement, turnaround and restructuring and investment banking practices to assess a company’s tax risks and opportunities, applying and interpreting income tax law and conducting comprehensive discussions with management and their advisors. 

Responsibilities

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    Working directly with internal senior personnel and clients to develop comprehensive solutions to complex transactional challenges 
    
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    Leveraging tax technical knowledge to lead engagement teams in performing buy- and sell-side due diligence and developing tax-efficient acquisition and divestiture structures
    
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    Conducting, developing, overseeing and reviewing tax due diligence, tax structuring and tax modeling workstreams including but not limited to identification and mitigation of relevant historical and projected tax risks, tax-advantage structuring, optimizing and preserving valuable tax attributes, mitigating tax costs related to cancellation of indebtedness income and worthless stock deduction analysis, conducting Section 382 and transaction cost analyses
    
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    Managing various technical tax issues dealing with consolidated returns, S Corporations, partnerships and limited liability companies
    
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    Identifying and analyzing tax risks and opportunities while advising both strategic and private equity buyers and sellers on alternative tax strategies for acquisition, disposition and restructuring of businesses
    
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    Reviewing and analyzing merger agreements and providing opinion letters
    
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    Expanding tax research skills through deep exploration of complex technical tax issues across a broad spectrum of tax law
    
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    Teaching, guiding and coaching junior team members
    
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    Drafting clear and concise reports outlining key takeaways
    
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    Creating tax financial models
    
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    Contributing to marketing and business development efforts
    
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    Supporting practice development initiatives
    
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    Collaborating closely with performance improvement, restructuring and investment banking colleagues
    

Qualifications

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    Strong desire to be a part of and contribute to the growth of a high performing client focused team dedicated to individual and firm level achievements
    
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    Bachelor’s degree from a top undergraduate program (accounting preferred)
    
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    12 plus years of tax advisory experience or a combination of audit, tax and financial due diligence experience within a Big 4 accounting firm
    
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    CPA, JD, Masters in Taxation or LLM
    
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    Knowledge of a broad range of corporate tax matters in various industries
    
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    Proven ability to articulate complex information when providing crucial negotiation insights
    
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    Technically competent across multiple US federal, international and state income tax disciplines
    
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    Fundamental working knowledge of all or essentially all non-income based federal, state and foreign tax regimes, including but not limited to indirect, payroll, property and ad valorem taxes
    
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    Understanding of US GAAP, including the accounting for income tax principles
    
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    Experience with tax controversy and procedure
    
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    High degree of maturity with a proven ability to interact with senior executives, private equity firms, lenders, lawyers and management teams  
    
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    Experience leading other professionals and acting in a manner that motivates, inspires and develops junior team members
    
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    Proven leader in the delivery of high-quality work that exceeds client expectations
    
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    Excellent written and verbal communication skills including strong email etiquette 
    
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    Eagerness to be responsive at all times
    
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    Proven track-record of success in high pressure, time-constrained environments
    
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    Top-tier organizational skills and attention to detail
    
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    Self-starter and entrepreneurial nature
    
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    Open to travel and work at client site