Participate and lead buy-side and sell-side transaction tax engagements
Conduct tax due diligence for middle market companies and private equity investors
Interpret U.S. federal income tax law in due diligence exercises
Write detailed reports to present diligence findings to clients
Manage engagements, preparing and presenting tax findings and concepts
Advise clients on opportunities and risks in M&A, informing valuation and deal structuring
Develop creative solutions to transaction risks and lead problem resolution
Review and critique project databooks and reports from team members
Interface with senior executives of clients and target companies
Prepare clients for exits, resolving lingering tax issues before closing
Manage team responsibilities and collaborate with Directors and Managing Directors
Work on multiple projects of various complexities
Build relationships with current and prospective clients, identifying market opportunities and articulating value proposition
Benefits
Flexible remote work options
Opportunities for professional development
Supportive team environment
Access to advanced technology and resources
Engagement in complex and varied projects
Full Job Description
Job Description
#LI-AE1 #LI-Remote
Responsibilities
Essential Functions and Primary Duties
Participate and lead buy-side and sell-side transaction tax engagements
Perform tax due diligence to related middle market companies and private equity investors
Applying and interpreting U.S. federal income tax law as it relates to tax due diligence exercises
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
Interface with senior executives of clients and target companies
Advise clients on preparation for exit and help solve any lingering tax issues prior to close
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
