Master's degree in Accounting, Taxation, or related field preferred
6+ years of relevant work experience in tax compliance, consulting, or M&A
Advanced MS Excel skills and proficiency in MS Office applications, specifically PowerPoint
Responsibilities
Collaborate with federal tax and advisory teams on transaction tax engagements
Perform multi-state tax due diligence for middle market companies and private equity investors
Analyze various state and local tax categories, including income and franchise tax
Write detailed reports to present tax diligence findings to clients
Manage client engagements and present tax findings and recommendations
Advise clients on minimizing risks related to mergers and acquisitions
Develop creative solutions to engagement risks and manage problem resolutions
Interface with senior executives of clients and target companies
Benefits
Flexible remote work options
Opportunity to work on diverse projects
Professional development and growth opportunities
Supportive team environment
Engagement with high-profile clients and seasoned professionals
Full Job Description
Job Description
#LI-AE1 #LI-Remote
Responsibilities
Essential Functions and Primary Duties
Collaborate with federal tax and advisory teams in buy-side and sell-side transaction tax engagements
Perform multi-state tax due diligence to related middle market companies and private equity investors with a focus on nexus, exposure quantification, and audit risk
Apply and interpret state and local tax law as it relates to tax due diligence exercises
Analyze state income and franchise tax, sales and use tax, property tax, payroll tax, and unclaimed property
Write detailed reports to present diligence findings to clients
Responsible for engagement management, including preparing and presenting tax findings and concepts
Advise clients on how to maximize opportunities and minimize risks related to mergers and acquisitions and provide recommendations in the context of valuation and deal structuring alternatives
Develop and propose creative solutions to engagement and transaction risks and effectively manage problem resolution
Review and critique project databooks and reports prepared by project team members
Perform post-close follow-up work including nexus studies, voluntary disclosures, audit defense, and other SALT planning
Advise clients on preparation for exit and help implement remediation strategies ahead of sale
Interface with senior executives of clients and target companies
Display the ability to manage and prioritize team responsibilities, and proactively consult with Directors and Managing Directors
Work on multiple projects of varying size and complexity
Play an integral role in developing relationships with current and prospective clients, identify market opportunities and articulate our value proposition
Preferred Qualifications
6+ years of applicable work experience in one of the following: tax compliance and consulting, or other M&A experience
Advanced MS Excel skills and strong working knowledge of other MS Office applications, specifically PowerPoint
Extensive experience in project management including planning, organizing, coordinating, and managing staff, clients, and/or partners towards the successful completion of a project
Demonstrated ability to learn and succeed in a fast-paced and unconventional work environment is essential
Strong verbal and written communication skills
Experience working in a fast-paced environment and ability to manage multiple projects and deadlines
Master's degree in Accounting, Taxation or related field
Licensed CPA/equivalent certification
Qualifications
Minimum Qualifications
Bachelor's degree
5 years of experience in public accounting or related field
3 years supervisory experience
Must have active CPA or equivalent certification
Ability to manage all aspects of client engagements
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Must be able to travel based on client and business needs
