Attorney in Milwaukee, WI

In-House

Milwaukee, WI

Attorney in Milwaukee, WI

Non-practicing Attorney

8-10 yrs required

No

Job Title: Mergers & Acquisitions Tax Partner

Job Responsibilities:
The Mergers & Acquisitions Tax Partner is a strategic leadership role focused on advising clients through complex buy-side and sell-side activities, providing high-level tax consulting and transaction structuring services throughout the M&A lifecycle. Key responsibilities include:

- Leading and overseeing the tax aspects of M&A transactions, encompassing due diligence, structuring, and modeling.
- Providing strategic tax consulting related to both buy-side and sell-side activities.
- Advising clients on tax implications of mergers, acquisitions, reorganizations, and divestitures, including tax-free reorganizations and Section 355 transactions.
- Leading and managing transactional tax consulting, including Section 382 loss studies, transaction cost tax treatment, earnings and profits calculations, and stock basis studies.
- Reviewing and ensuring the accuracy of transaction-related tax compliance deliverables.
- Collaborating with deal teams that include financial, legal, and operational professionals.
- Maintaining a deep understanding of federal, state, and international tax considerations.

Client Relationship & Practice Management:
- Managing client relationships with professionalism, ensuring clear communication, mutual understanding, and alignment on deliverables, timelines, and fees.
- Serving as a trusted advisor by monitoring client service quality and value delivery, ensuring consistent provision of high-quality work, proactive guidance, and strategic insight.
- Ensuring clients are billed appropriately, reflecting scope, value delivered, and firm standards.

Business Development:
- Actively cross-selling firm services by staying informed about the firm's full range of offerings and capabilities.
- Contributing thought leadership through articles, presentations, and webinars.
- Driving growth by identifying and pursuing opportunities in the market for tax advisory in M&A and private equity, expanding existing accounts, and developing new client relationships.
- Representing the firm at industry events, conferences, and networking opportunities.
- Developing go-to-market strategies in collaboration with the firm's leadership, business development, and marketing teams.
- Establishing sales and revenue goals and actively managing a strategic business plan and opportunity pipeline to ensure these goals are met.

Leadership, Mentorship & Staff Development:
- Providing mentoring and motivation to the team, including developing young leaders through active contribution to training and development.
- Acting as a thought leader within the firm and the broader industry through knowledge sharing, technical insight, and public engagement.
- Being growth-oriented and working towards building a leveraged model when appropriate.
- Respecting and celebrating the value of each team member’s stories, backgrounds, perspectives, and ideas, building meaningful relationships with all those you interact with.

Education and Experience Information:
- Required: Bachelor’s degree; CPA or JD required.
- 10+ years of progressive experience within tax at a public accounting firm or law firm, including leadership experience with a consistent record of accomplishment, accountability, and history of execution against budget and strategic initiatives.
- 8+ years of experience dedicated to providing transactional tax and related consulting services.
- Proven thought leadership, advanced technical skills, in-depth knowledge, and a concentration in transactional tax services.

Salary Information:
Estimated Salary Range: $XX,000 - $XX,000. Salaries offered are determined based on factors such as the candidate's relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs. The firm offers a comprehensive and competitive Total Rewards package, including time off outside of standard PTO, annual discretionary merit increases and bonuses, and talent development resources.

Company Culture:
The company values an inclusive, growth-oriented culture, emphasizing the importance of diversity, equity, and inclusion by embracing the unique stories, backgrounds, perspectives, and ideas of its people. The firm offers a comprehensive Total Rewards package that allows for personalized benefits and opportunities for growth and development, aligning with its foundational principle of "great people first."

The company is an equal opportunity employer and values diversity of thought and background to build an inclusive and energized culture that better meets client needs.