Senior M&A Tax Associate

RÖDL USA

$90K — $120K *
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in accounting, finance, or a related field
  • 3-4+ years of tax experience, preferably in M&A or transaction advisory
  • Strong proficiency in Microsoft Excel and PowerPoint
  • Exceptional writing skills for clear report and memo drafting
  • Proficiency with tax research tools and software
  • Strong analytical and problem-solving abilities
  • CPA, JD, or similar certification preferred

Responsibilities

  • Support tax due diligence engagements, including data analysis and drafting reports
  • Prioritize work across multiple client engagements and support team members
  • Perform and summarize findings from complex tax research
  • Collaborate with cross-functional teams for comprehensive advisory services
  • Assist managers throughout all stages of client M&A projects

Benefits

  • 401K plan with employer matching contributions
  • Comprehensive medical and dental coverage
  • Flexible work arrangements
  • Generous paid time off totaling 25 days annually
  • Paid Day of Service
  • Tuition reimbursement and training opportunities
  • Mobile phone reimbursement
  • Paid parking/public transportation reimbursement
  • Additional paid holiday after tax deadline
  • Support for CPA Exam with paid time off and bonus incentives
Full Job Description
Description

As a Senior M&A Tax Associate, you will play a pivotal role in advising clients on the tax implications of mergers, acquisitions, divestitures, and other significant transactions. Engagement work will focus on M&A tax due diligence for buy side and sell side transactions, as well as related tax structuring, modeling, and purchase agreement review support. You will support project teams, collaborate across departments, and assist with preparing timely, accurate, and insightful client deliverables.

Workplace and Employment Type:

Our headquarters is in Atlanta, GA. The preferred candidate is local to the Atlanta office with on-site availability. Workplace to be determined as we do offer flexible work arrangements as a benefit.

Key Responsibilities:

  • Support tax due diligence engagements, including data room review, preparation of information requests, risk assessment, and drafting of clear, decision-ready due diligence reports and memoranda
  • Prioritize work across multiple client engagements and team member support
  • Perform and summarize findings from tax research on complex issues
  • Collaborate with cross-functional teams to provide a holistic approach to transaction advisory services
  • Support managers in all aspects of client M&A projects from beginning to end

Qualifications:

  • Bachelor's degree in accounting, finance, or a related field
  • 3-4+ years of tax experience, with a focus on M&A, transaction advisory preferred, but candidates with general Business/Corporate Tax experience will also be considered
  • Strong Microsoft Excel and Microsoft PowerPoint proficiency
  • Advanced Excel skills preferred, including advanced functions, financial modeling, and data analysis
  • Exceptional writing skills with the ability to draft clear, concise, and well-structured reports, memos, and client communications
  • Proficiency with tax research tools and software
  • Ability to prioritize issues, assess risk, and develop practical recommendations in fast-paced environments, often with incomplete or evolving information
  • Proven ability to prioritize work across clients and internally with team members, including providing timely status updates
  • Analytical thinker, detail-oriented, and client-focused with strong interpersonal and problem-solving abilities
  • CPA, JD, or similar certification is preferred
  • Public accounting, legal, or consulting firm experience is preferred

Benefits:

We understand that talented individuals are drawn to companies that offer comprehensive benefits packages. Therefore, we provide a robust Benefits Plan that includes:

  • 401K plan (with up to 5% salary paid employer matching contributions)
  • Medical coverage
  • Paid Dental coverage
  • Employee and Dependent life insurance
  • Disability insurance
  • Vision insurance
  • Accidental death & dismemberment insurance
  • Flexible spending accounts
  • Paid Day of Service annually
  • Flexible work arrangements
  • Generous paid time off - 25 days for all full-time employees!
  • Paid holidays
  • Additional paid holiday following 4/15 deadline
  • Paid parking/public transportation reimbursement
  • Mobile phone reimbursement
  • Tuition reimbursement & training
  • Paid time off on days sitting for the CPA Exam
  • Monetary bonus for passing the US CPA exam

#LI-Hybrid

#LI-CF1

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