Transaction Tax Director

Responsibilities

• Manage, develop, train, and mentor Mangers, Senior Associates, and Staff on M&A projects and assess performance for engagement and year‑end reviews
• Maintain active communication during engagement to manage expectations, ensure satisfaction, make sure deadlines are met, and lead change efforts effectively and efficiently
• Work closely with our Transaction Services colleagues, focusing on the tax aspects of mergers and acquisitions and other transactions-related work
• Assist in conducting buy‑side and sell‑side tax due diligence, advising on tax efficient acquisitions and divestments, advising clients on tax efficient restructurings, reviewing taxes in financial models, and reviewing transaction documents
• Be involved in researching tax issues, preparing written communication in a succinct and deal‑driven manner, helping clients with responses to tax authorities, and assisting clients in strategizing on the tax aspects of the transactions
• Assist Directors on project development, client pursuit initiatives and the management of priority accounts
• Perform analysis of a client’s tax attributes surrounding certain business events including tax basis of assets and stock, tax accounting for M&A driven transaction costs and corporate earnings and profits
• Perform detailed analyses of net operating loss/tax credit carry forward limitations pursuant to IRC Section 382 for both private and public clients
• Other duties as assigned

• Bachelor's degree in Accounting. Master’s in Taxation/LLM in Taxation strongly preferred. Also accepted:
  Masters or Ph.D. in Economics, Statistics, Public Policy, Mathematics, Business, Finance, Financial Engineering, Management Science and Engineering, Financial Mathematics, Industrial Engineering or Operations Research
• Minimum eight to twelve years of progressive federal tax consulting and/or compliance experience in public accounting or a combination of corporate and public accounting experience. Five to Seven years of qualified Mergers and Acquisitions tax services/ due diligence.
• CPA or JD/active law license required
• Experience in Corporate, S‑Corp. and/or Partnership returns
• Excellent analytical, technical, and tax accounting/technology skills with proficiency in US GAAP, tax compliance, corporate consolidated returns, consolidated federal tax returns, partnership returns, and combined state tax returns
• Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
• Computer expertise including knowledge of tax software, technology, including spreadsheet modeling
• Can travel as needed

• tax due diligence
• tax efficient acquisitions
• tax efficient restructurings
• tax accounting
• financial modeling
• net operating loss analysis
• IRC Section 382
• Mergers and Acquisitions
• corporate consolidated returns
• partnership returns

• communication skills
• analytical skills
• client service
• mentoring
• performance assessment
• change management
• relationship building
• team collaboration
• problem-solving
• project management

• CPA
• JD
• active law license