Tax Transaction Advisory Services Senior Associate

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The Senior Associate in Tax Transaction Advisory plays an important execution role in delivering high-quality transaction-related tax services. This position is responsible for owning assigned engagement work streams, performing tax due diligence and transaction analyses, drafting client deliverables, and coordinating engagement activities under the guidance of managers and senior leaders. The role requires growing technical depth, strong analytical and writing skills, attention to detail, and the ability to perform effectively in a fast-paced, team-oriented environment.

• Participates in multiple transaction engagement teams and owns assigned work streams supporting tax due diligence, structuring, and advisory services for mergers, acquisitions, dispositions, and restructurings undertaken by private equity sponsors and corporate acquirers
• Reviews tax returns, work papers, financial information, data-room materials, and other supporting documentation to identify relevant facts, tax attributes, exposures, and planning opportunities
• Performs tax research and quantitative analyses, evaluates identified issues with guidance as needed, and clearly documents assumptions, procedures, and conclusions
• Drafts information requests, diligence report sections, issue summaries, technical memoranda, and other client-ready deliverables for review by managers and senior engagement leaders
• Reviews tax provisions in merger and purchase agreements and analyzes tax-related assumptions and calculations in financial models, supporting the assessment and quantification of transaction impacts
• Manages assigned work plans, data requests, trackers, deliverables, and hours; communicates progress and proactively flags missing information, scope changes, delays, or technical concerns
• Coordinates with client personnel, target-company representatives, and domestic and international specialists to gather facts, validate information, and integrate findings into engagement deliverables
• Participates in client and diligence calls, communicates assigned findings clearly, and begins developing effective working relationships with clients and other engagement stakeholders
• Provides task-level guidance and feedback to associates and interns and contributes to team knowledge sharing, training, and continuous improvement
• Performs additional responsibilities as business needs require

Provides task-level direction and review to associates and interns on assigned work streams, monitors completion and quality, and seeks guidance from managers on significant technical, timing, or performance matters.

• Bachelor's degree in Accounting, Finance, Tax, or related field required
• Eligibility and willingness to obtain a CPA, EA, JD, LLM, or other relevant professional credential consistent with firm policy required
• Minimum of two (2) years of experience in a professional services, public accounting, corporate tax, or law firm environment
• At least one (1) year of direct experience in tax transaction advisory services or comparable mergers and acquisitions tax, corporate income tax, or transaction-related tax work
• Demonstrated experience managing assigned work streams, meeting competing deadlines, and producing accurate, well-supported work products required
• Proficiency with Microsoft Excel, Word, and PowerPoint required

• Active CPA license, U.S.
  
  -admitted attorney status, IRS Enrolled Agent (EA), or advanced degree such as a JD, LLM - Tax, or Master's in Accounting or Taxation preferred
• Additional relevant certifications, transaction experience, or professional designations are a plus

• Demonstrated ability to manage…