Tax Transaction Advisory Services Manager

Pay: $ - $ per year
Why This Is a Great Opportunity

• Join a rapidly growing Transaction Advisory Services practice where your expertise in M&A taxation will directly influence its continued success.
• Advise business owners and transaction teams on complex tax matters related to mergers, acquisitions, and business sales.
• Lead tax-related transaction advisory engagements, including deal structuring, tax due diligence, and purchase agreement reviews.
• Be part of a collaborative leadership team that values servant leadership, mutual respect, and developing future leaders.
• Work in an innovative, AI-forward environment that embraces technology and automation to enhance client service.
• Focus on delivering exceptional client work and managing relationships—business development is handled by dedicated team members.
• Enjoy a flexible hybrid work schedule with opportunities for flexibility during onboarding.
• Build a long-term career with excellent advancement opportunities as our advisory practice continues to grow.
• Relocation assistance is available for exceptional candidates.

Location:

Jacksonville, FL – Hybrid. We believe collaboration matters, which is why our team works together in the office during onboarding before transitioning to a hybrid schedule requiring two days per week in the office, with the flexibility to work remotely up to three days per week. Our standard onboarding period is three months onsite, but flexibility may be available depending on the candidate.

Note:

Candidates should have a strong tax background at the Tax Manager level or above, with 2+ years of M&A-related tax experience. Experience in transaction tax structuring, M&A tax due diligence, or purchase agreement tax matters is highly desirable. Candidates with primarily audit, Quality of Earnings, or Financial Due Diligence experience without a strong tax background are not a fit.
About Us

We are a growing public accounting and advisory firm committed to helping both our clients and our people succeed. Our culture is built on collaboration, servant leadership, continuous learning, and treating each team member with respect.

As our Transaction Advisory Services practice continues to expand, we re seeking an experienced tax professional to help business owners navigate the complexities of mergers, acquisitions, and business sales.

We re creating opportunities for talented professionals to grow into future leaders while making a meaningful impact on clients and teammates alike. Confidential Employer.

Job Description

• Advise clients on tax implications of mergers, acquisitions, business sales, and other complex transactions.
• Review letters of intent (LOIs) and recommend tax-beneficial transaction structures and adjustments.
• Prepare preliminary tax calculations and evaluate the tax consequences of proposed transactions.
• Assist with tax due diligence inquiries from buyers and their advisors.
• Review purchase agreements and recommend or prepare revisions to tax-related provisions to achieve favorable tax treatment.
• Evaluate transaction terms, including indemnifications, representations and warranties, and other provisions affecting sellers.
• Prepare tax gross-up calculations and analyze tax consequences of stock sales versus asset sales.
• Review rollover equity arrangements and related operating agreements.
• Assist with net working capital calculations, negotiations, and post-closing true-ups.
• Analyze debt and debt‑like items and their impact on transaction proceeds.
• Prepare or coordinate required transaction‑related tax filings, including those associated with F‑reorganizations.
• Assist with closing schedules, funds flow statements, and transaction‑related negotiations.
• Oversee or assist with tax return preparation for the year of a business sale.
• Collaborate…