M&A Tax Director

Wolf & Company, P.C.

$180K — $220K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • CPA, CFA, or MBA preferred
  • Minimum 6 years of progressive tax experience focusing on M&A or transaction tax
  • Deep knowledge of U.S. federal income tax with understanding of state and local tax
  • Experience with private equity and middle-market transactions
  • Ability to simplify complex tax issues into actionable advice
  • Strong leadership and project management skills

Responsibilities

  • Lead tax due diligence for buy-side and sell-side M&A transactions
  • Identify tax risks, exposures, and structuring opportunities
  • Assess compliance and historical tax positions
  • Evaluate transaction structures from various tax perspectives
  • Advise on tax-efficient structures and post-close considerations
  • Build and scale the M&A tax offering in Transaction Advisory Services
  • Collaborate with other advisory teams for integrated services
  • Contribute to proposal development and thought leadership
  • Mentor and manage junior team members
  • Support training and knowledge-sharing initiatives

Benefits

  • Comprehensive performance-based incentive compensation
  • Spot awards for exceptional performance
  • 401(k) savings plan
  • Flexible work arrangements
  • Generous total rewards and benefits package
Full Job Description
Overview

Wolf is seeking an experienced M&A Director to join our growing and well-established national firm. The M&A Director will help grow our transaction tax advisory capabilities by supporting private equity firms, strategic buyers, sellers, and management teams throughout the M&A lifecycle. This role will serve as a trusted advisor on complex tax matters impacting deal structure, diligence, and post0close value realization, while partnering closely with our Financial Due Diligence deal team.

Responsibilities
  • Lead buy0side and sell0side tax due diligence engagements for middle0market M&A transactions
  • Identify and quantify tax risks, exposures, attributes, and structuring opportunities impacting valuation and deal economics
  • Assess historical tax positions, compliance posture, and potential tax contingencies
  • Evaluate transaction structures from a federal, state, local, and international tax perspective
  • Advise clients on tax0efficient deal structures, entity structuring, and post0close integration considerations
  • Build, lead, and scale the M&A tax offering within the Transaction Advisory Services practice
  • Collaborate with Financial Due Diligence, Valuation, and other advisory teams to deliver integrated deal services
  • Contribute to proposal development, thought leadership, and go0to0market initiatives
  • Mentor, develop, and manage junior team members
  • Support recruiting, training, and knowledge0sharing initiatives within the tax and TAS practices

Qualifications
  • CPA, CFA, or MBA preferred
  • Minimum 6 years of progressive tax experience with a focus on M&A, transaction tax or deal advisory
  • Deep knowledge of U.S. federal income tax with strong understanding of state and local tax considerations
  • Experience supporting private equity and middle0market transactions
  • Ability to translate complex tax issues into practical, deal0oriented advice
  • Strong leadership, communication, and project management skills

Additional Information

The salary range for this position is $180,000 - $220,000.

Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. In addition to base pay, you may be eligible to participate in our performance-based incentive compensation or sales commission plans. In addition, Wolf offers a wide range of benefits including spot awards, 401(k) savings, flexible work, and a generous total rewards and benefits package.

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