Job Title: Senior Tax Associate, Mergers & Acquisitions
Job Responsibilities:
- Participate in advising and consulting clients on tax efficiency, benefits, and risks of potential transitions, as well as corporate and partnership transactions.
- Prepare and review analyses to assess the federal and state tax consequences of transactions and tax integration of acquired enterprises.
- Manage the work product of Experienced Associates on various engagements.
- Advise clients on transaction tax considerations, including buyer and seller historical tax positions and attributes.
- Prepare and present tax due diligence reports, model various structuring alternatives, and compute tax cost and benefits associated with proposed transactions.
- Assist clients with post-transaction integration matters, including purchase price allocation and tax amortization calculations, IRC Section 382 studies, Earnings and Profits calculations, transaction cost analyses, and other Subchapter C and Subchapter K tax matters.
- Possess strong technical knowledge of corporate and partnership issues and transactional considerations.
- Interact heavily with management on a day-to-day basis and assist Managers in identifying and researching various client issues.
- Communicate regularly with clients.
- Assist the corporate tax group during periods of downtime, helping various client service teams with general corporate tax matters, including tax compliance and ASC 740.
Education and Experience Information:
- Master's of Taxation (or equivalent) or Juris Doctorate degree highly preferred.
- Degree in Accounting, Finance, Economics, or related field preferred with a minimum GPA of .
- Advanced credential required, allowing for client representation before the Internal Revenue Service (., CPA or JD).
- At least 2 years of relevant work experience preferred.
- Knowledge of M&A practices preferred, including corporate, private equity, and tax integration.
- Proficiency in Subchapter C and Subchapter K transactional issues, consolidated federal tax returns, IRC Section 382, Earnings and Profits, purchase price allocations, and basis step-up calculations, Subsidiary Stock Basis, and transaction costs (preferred).
- Strong leadership, multitasking, and organizational skills.
- Excellent communication skills, both written and verbal.
- Ability to interact with and gain respect of all levels of internal and client personnel.
- Excellent problem-solving and analytical skills.
- Proficient use of technology including MS Excel.
Salary Information:
$91,250 - $150,000 a year
The salary range for this opportunity is stated above. As such, an actual salary may fall closer to one or the other end of the range, and in certain circumstances, may wind up being outside of the listed salary range.
Perks/Benefits:
- Medical, Dental, and Vision Insurance on the first day of employment.
- Flexible Spending Account and Dependent Care Account.
- 401k with Profit Sharing.
- 9+ holidays and discretionary time off structure.
- Parental Leave – coverage for both primary and secondary caregivers.
- Tuition Assistance Program and CPA support program with cash incentive upon completion.
- Discretionary incentive compensation based on firm, group, and individual performance.
- Incentive compensation related to origination of new client sales.
- Top-rated wellness program.
- Flexible working environment including remote and hybrid options.
Why Work for Company:
- Working with an industry leader: Be part of a high-growth firm that is passionate for what’s next.
- An awesome culture: Thirty-one fundamental behaviors guide the culture every day ensuring an exceptional team-member and client experience.
- A great team: Work with a high-energy, passionate, caring, and ambitious team of professionals in a collaborative culture.
- Entrepreneurship: Have the freedom to innovate and bring your ideas to help grow to become the CPA firm of choice nationally.
- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
- Competitive compensation: Rewarded with competitive compensation, industry-leading benefits, and a flexible work environment to enjoy work/life balance.
Equal Opportunity Employer:
Company is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, pregnancy, sexual orientation, gender identity and/or expression, age, disability, genetic information, citizenship status, military service obligations, or any other category protected by applicable federal, state, or local law.
Company operates in an alternative business structure, with Company providing non-attest tax and consulting services, and Company providing CPA firm services.
