Job Title: Mergers & Acquisitions (M&A) Tax Senior
Job Responsibilities:
- Assist Managers and Partners in managing client engagements, specifically conducting financial due diligence on middle-market companies across various industries.
- Collaborate directly with client leaders and work alongside private equity firms, strategic clients, and investment banks to perform buy-side and sell-side due diligence as well as other M&A tax activities.
- Conduct analytical reviews of data and prepare findings to support transaction decisions.
- Create draft reports for management review, ensuring accuracy and clarity.
- Research issues that arise during the course of engagements to provide informed recommendations.
- Build and maintain relationships with existing clients, including participation in networking and business development activities.
- Provide leadership and supervision to staff, fostering a collaborative and productive team environment.
Education and Experience Information:
- A Bachelor's degree with a major in accounting or a related field is required.
- A Master’s degree in Taxation or a JD with an LLM in taxation is preferred.
- CPA or licensed attorney status is preferred. If not already a CPA or licensed attorney, candidates must meet the educational requirements to obtain CPA or attorney licensure in the state of employment upon hire.
- A minimum of 2 years of related experience is required, preferably with a public accounting firm or law firm.
- Previous experience in tax due diligence and M&A tax consulting is preferred.
Additional Skills and Requirements:
- Ability to analyze complex business and transaction situations.
- Capacity to work on multiple engagements simultaneously and quickly adapt to new business environments.
- Strong project management and organizational skills are essential.
- Proficiency in Microsoft Excel is required.
- Strong presentation skills and marketing abilities are necessary.
- Excellent interpersonal and verbal & written communication skills.
- Willingness and ability to travel to client locations up to 50% of the time.
Salary Information:
- Compensation Range for California State: $116,000 - $160,000.
- The actual compensation may depend on factors such as qualifications, work experience, skills, and geographic location.
- This position may also be eligible for an annual discretionary bonus.
Company Information:
The company is an Equal Opportunity Employer for all protected groups, including protected veterans and individuals with disabilities. The company complies with federal and state disability laws and provides reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, applicants are encouraged to reach out for assistance.
