Prepare and review detailed reports outlining risks, opportunities, and financial implications.
Benefits
Hybrid working model to offer flexibility.
Professional development opportunities including mentorship and training.
Collaborative work environment with access to tax subject matter specialists.
Engagement in business development strategy and client pitches.
Full Job Description
We are seeking an experienced M&A Tax Senior Manager to lead the day-to-day execution of tax due diligence and structuring engagements for mergers, acquisitions, and other strategic transactions. This role is highly visible and client-facing, with responsibility for managing diligence workstreams, mentoring teams, and serving as the primary tax lead throughout the transaction lifecycle-from kickoff through deal close.
The ideal candidate brings strong technical tax knowledge, sound commercial judgment, and proven experience running diligence processes in fast-paced deal environments.
Responsibilities
Lead the day-to-day tax due diligence and structuring for buy-side and sell-side M&A transactions across a variety of deal sizes and industries.
Act as the primary tax advisor to clients, deal teams, legal counsel, and investment professionals.
Scope transactions, identify key tax risks and structuring opportunities, and tailor analyses based on client objectives and transaction profile.
Manage timelines, deliverables, and budgets while ensuring high-quality, deadline-driven execution.
Identify, analyze, and quantify federal, state, and local tax risks associated with target companies and transaction structures.
Perform and review transaction tax structuring analyses, including:
Step-up and basis modeling (asset vs. stock acquisitions, 338(h)(10), 336(e), partnership transactions)
Section 382 limitation analyses and modeling of tax attribute utilization
Tax attribute modeling, including NOLs, credits, and deferred tax attributes
Step plan and transaction sequencing analyses to assess tax consequences and manage risk
Review acquisition structures, post-closing integration considerations, and exit planning implications.
Advise on tax-related purchase agreement provisions, including indemnities, escrows, representations, and tax covenants.
Prepare and review diligence reports, structuring memoranda, and executive summaries that clearly explain risks, opportunities, and financial impacts.
Collaborate with other Elliott Davis team members, including FDD and tax subject matter specialists
Lead and mentor engagement teams, providing technical guidance, coaching, and real-time feedback.
Review workpapers and analyses for technical accuracy, consistency, and clarity.
Develop team members' diligence and structuring capabilities and reinforce best practices.
Support business development efforts, including proposal development, transaction scoping, and client pitches.
Contribute to knowledge sharing, training, and ongoing improvement of diligence and structuring methodologies.
Required Qualifications
6-8 years of experience in M&A/transaction tax with public accounting, Big 4, advisory firm, or comparable environment, with meaningful responsibility for both tax due diligence and transaction structuring.
Demonstrated experience leading diligence engagements and managing day-to-day client relationships.
Strong technical background in U.S. federal income tax; state and local tax experience is a plus.
Ability to manage multiple concurrent transactions in a deadline-driven environment.
Strong written and verbal communication skills with the ability to explain complex tax concepts to non-tax stakeholders.
Proven leadership skills and a collaborative, solutions-oriented mindset.
Hands-on experience with: Step-up and basis modeling, Section 382 analyses, transaction and step plan structuring
Bachelor's degree from an accredited college/university in accounting or finance required.
Masters in Taxation, or JD in tax and/or LLM preferred.
Preferred Qualifications
CPA or JD
Professional Attributes
Detail-oriented with ability to manage multiple projects and deadlines
Collaborative mindset with strong client-service orientation
Comfortable working in a fast-paced, deal-driven environment
Willingness to learn and take increasing responsibility over time
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About The Elliott Group
The Elliott Group is a global leader in the design, manufacture, and service of turbomachinery products for the oil and gas, petrochemical, chemical, and power generation industries. The company was founded in 1910 and is headquartered in Jeannette, Pennsylvania. The Elliott Group offers a wide range of products and services, including centrifugal and axial compressors, steam turbines, power recovery expanders, and control systems. The company has a strong commitment to innovation and sustainability, and is dedicated to providing its customers with the highest quality products and services.
