Manager​/Director – Transaction Tax

• Manage and develop relationships with new business development contacts and existing clients
• Mentor team members
• Deliver tax due diligence, structuring, modeling, and other special project engagements related to acquisitions and dispositions
• Serve private equity investor groups, family offices, and strategic buyers
• Work with SALT, International Tax, and Federal Tax Solutions specialty tax groups
• Perform tax due diligence through review of tax returns, legal documents, and financial statements
• Write and review tax due diligence reports
• Lead engagement progress by monitoring time, budgets, and deadlines
• Communicate important developments, facts, conclusions, and recommendations to the engagement principal

• Bachelor's Degree in Accounting, Finance, or a related field required
• Minimum 5 years of experience performing federal, state, and/or international tax compliance, planning, and consulting services
• CPA license certification required
• A JD degree or Enrolled Agent (EA) certification may be accepted in lieu of a CPA license

Demonstrates expertise in tax due diligence, compliance, and consulting services, with a strong focus on managing client relationships and mentoring team members. Proficient in delivering tax structuring and modeling for private equity and strategic buyers.

• Tax Due Diligence
• Federal Tax Compliance
• CPA License
• Client Relationship Management
• Team Mentoring

• Tax Structuring
• Tax Modeling
• Financial Statement Review
• Legal Document Review
• Budget Monitoring

• Communication
• Leadership

• CPA License
• JD Degree
• Enrolled Agent Certification

• Private Equity
• Family Offices
• Strategic Buyers
• SALT
• International Tax