M&A Tax - Managing ConsultantWe are seeking an M&A Tax Managing Consultant to support buy-side and sell-side transaction tax advisory engagements. The role focuses on U.S. federal and state tax diligence in middle-market M&A, with exposure to structuring, modeling, and transaction execution support.
The ideal candidate has experience supporting/leading tax diligence workstreams, participating in client calls, preparing tax analysis, and working on transaction-related federal and state tax issues in a deal environment.
Key Responsibilities- Support M&A tax diligence engagements across buy-side and sell-side transactions.
- Participate in and help run client and target management calls focused on tax diligence topics.
- Perform analysis of U.S. federal and state tax implications in transactions.
- Assist in preparing tax diligence reports and internal/client-facing deliverables.
- Build and support transaction tax models.
- Evaluate federal income tax consequences of transaction structures, including entity classification and timing issues.
- Support review of state and local tax (SALT) exposure, including nexus, apportionment, and filing obligations across jurisdictions.
- Identify and document state tax risks, including historical non-compliance, audit exposure, and uncertain tax positions.
- Coordinate with senior team members on technical tax issues and deal execution support.
Qualifications- CPA or JD/LLM.
- 5+ years of experience in: M&A tax advisory. Transaction tax diligence. Public accounting or equivalent advisory environment.
- Familiarity with SALT diligence across state income/franchise tax, sales & use tax, employment/payroll tax, property tax, and unclaimed property exposure, including nexus, apportionment, filing footprint analysis, compliance gaps, and state conformity to federal transaction elections (including 338(h)(10)).
- Candidate must be able to submit verification of his/her legal right to work in the United States, without company sponsorship.
