Tax Experienced Manager, Transaction Advisory Services; Special Projects

JOB DESCRIPTION

The Tax Experienced Manager, Transaction Advisory Services is an essential team member that will work to ensure engagements are executed timely and that client expectations are met, if not exceeded and support the overall delivery of the national TAS strategy. Our M&A Tax (TAS) practice services include deal structuring, due diligence, post-deal integration, tax attribute management, and opinions and ruling requests.

• Serves as a member of multiple client engagement teams, participating in due diligence and structuring engagements related to transactions that private equity and strategic corporate entities pursue
• Applies advanced project management skills to successfully manage single engagements from start to finish, seeking guidance from upper management as needed
• Explains each of the steps involved in the TAS Tax process and/or SOW and begin to execute them effectively
• Drafts high level scope and request list of data needed to perform work with minimal guidance
• Effectively organizes large amounts of data and tracks data provided and what is still pending from client
• Prepares agenda and preliminary questions for due diligence calls;
  Leads calls effectively with minimal intervention from upper management
• With technical guidance from upper management, identifies and analyzes tax risks and opportunities while advising both strategic and financial buyers and sellers on alternative tax strategies for acquisition, disposition, and restructuring of businesses
• Participates meaningfully on tax due diligence calls, walking clients through the agenda and asking probing, fact finding questions to gather information and understand structure of the company
• Discerns when expertise from specialty groups are needed; crafts internal communication to National Tax Office and other internal experts for leadership review
• Writes concise and accurate drafts of tax due diligence reports and technical memos that require minimal revision from upper management
• With guidance from more senior team members, prepares basic tax models, including step-up / tax benefit analyses, calculation of “make-whole” payments, and tax “leakage”, that include a clearly written narrative and list of assumptions
• Reviews and edits reports, narratives, and models of lower level staff, and guides them in building their writing and analysis acumen
• Develops and presents M&A tax technical internal training sessions
• Identifies opportunities to expand business and relays to upper management
• Supports as directed in the drafting of compelling proposals, RFP responses, and presentations
• Manages risk and financial performance of engagements including budgeting, billing and collection
• Other duties as required

• Supervises staff and senior associates on all projects and engagements
• Acts as a career advisor to Associates and Senior Associates, as applicable

• Bachelor’s degree, required; major in Accounting, Finance, Economics, or Statistics, preferred
• Juris Doctor (JD) or Master of Laws (LLM) with a focus on tax, preferred
• Master’s degree in Accounting or Tax, preferred
• Bachelor’s degree, J.D., LL.M. in Taxation, and/or Master’s in Taxation (MST) from an accredited college/university, required

• Seven (7) or more years of experience in professional services, required
• Two (2) or more years of TAS specific experience, preferred

• CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”), or the equivalent of one of these designations, required
• Possession of other professional degrees or certifications applicable to the role, preferred
• CPA License and/or J.D., preferred

• Advanced proficiency in Microsoft Excel used to create spreadsheets to quantify tax exposure, manipulate data, and build models, required
• Proficient in MS Outlook, Word, and PowerPoint, required
• Utilizes tax research databases including BNA, CCH Intelliconnect, and Checkpoint, preferred

• N/A

• Experience managing multiple client engagements and client service teams
• Excellent verbal…