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M&A Tax Senior Associate

Regal Executive Search

San Francisco, CA

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JOB DETAILS
SKILLS
Acquisition Strategy, Budgeting, Business Strategy, Certified Public Accountant (CPA), Communication Skills, Credit and Collections, Customer Support/Service, Customer/Client Research, Data Analysis, Due Diligence, Establish Priorities, Financial Modeling, Financial Projections, Financial Risk Management, Generally Accepted Accounting Principles (GAAP), Income Tax, International Tax, Leadership, LexisNexis, Mentoring, Mergers and Acquisitions, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Negotiation Skills, People Management, Philosophy, Presentation/Verbal Skills, Professional Services, Public Accounting, Qualitative Analysis, Quantitative Analysis, Research Skills, Risk Analysis, Sales, Sales Management, State Tax, Tax Accounting, Time Management, Willing to Travel, Writing Skills
LOCATION
San Francisco, CA
POSTED
30+ days ago

M&A Tax Senior Associate

Job Summary

We believe our Transaction Advisory Services (TAS) practice offers the potential for career advancement in an environment that emphasizes talent retention. Our TAS leadership prioritizes each team member’s professional and personal development. By choosing us, you are joining not only a high growth profitable practice, but also a culture of helping people thrive every day. You will play a key part in continuing to grow the #1 Most Active M&A Advisor Globally

We are invested in innovation, embedding cutting-edge and sophisticated data analytics tools into our engagement process, which allows our teams to provide our clients with deeper insights to make critical decisions. Our philosophy and holistic approach to servicing our M&A clients are designed to maximize the outcome of their transactions. As a TAS professional you will be a critical component of this effort, collaborating with other practice areas to offer our clients an array of pre- and post-transaction services. We have an important story to tell, one that is unique to us and one that we believe is the most compelling in the public accounting and professional services arena. We couldn’t be more excited about sharing our story with you.


The Transaction Advisory Services Tax Senior Associate is an essential team member that will work to ensure engagements are executed timely and that client expectations are met, if not exceeded and support the overall delivery of the national Transaction Advisory Services Tax strategy. The Mergers and Acquisitions (M&A) Tax group, part of the Transaction Advisory Services (TAS) practice services include deal structuring, due diligence, post-deal integration, tax attribute management, and opinions and ruling requests.

Serves as a member of multiple client engagement teams, participating in due diligence and structuring engagements related to transactions that private equity and strategic corporate entities pursue
- Identifies and analyzes 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
- Assists in reviewing and analyzing merger agreements and providing opinion letters
- Reviews, assesses and advises clients regarding the tax computations reflected in their financial models, and assists clients in the quantitative and qualitative analysis of the tax data in their financial projections for the transaction
- Manages risk and financial performance of engagements including budgeting, billing and collection
- Works closely with and manages colleagues from offices around the world
- Develops and mentors subordinates in order to support career satisfaction and progression
- Other duties as required

Supervisory Responsibilities:
- Supervises staff on projects and engagements

Qualifications

Education:
- Bachelor’s degree required
- J.D., LL.M. in Taxation, and/or Master’s in Taxation (MST) from an accredited college/university preferred

Experience:
- Two (2) or more years of relevant experience

License/Certifications:
- CPA License and/or J.D. preferred

Software:
- Strong Excel, Word and PowerPoint skills preferred

Other Knowledge, Skills & Abilities:
- Excellent tax research skills, including mastery of Checkpoint, CCH and/or Lexis
- Experience managing multiple client engagements an client service teams
- Excellent verbal and written communication skills
- Ability to articulate complex information when providing crucial negotiation insights, etc.
- Strong self-motivation with the ability to work in a dynamic, time-sensitive environment with varying deliverables and changing requirements
- Must be technically competent across multiple US federal, international and state income tax disciplines
- 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
- Understanding of US GAAP, including the accounting for income tax principles
- Experience with tax controversy and procedure
- Ability and willingness to travel, when necessary

About the Company

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Regal Executive Search