M&A Tax Senior Manager | National Tax Office

Job Title

Lead Transaction Tax Advisor

Essential Functions and Primary Duties

• Lead buy-side and sell-side transaction tax engagements
• Perform tax due diligence to related middle market companies and private equity investors
• Applying and interpreting U.S. federal income tax law as it relates to tax due diligence exercises
• Write detailed reports to present diligence findings to clients
• Responsible for engagement management, including preparing and presenting tax findings and concepts
• Advise clients on how to maximize opportunities and minimize risks related to mergers and acquisitions and provide recommendations in the context of valuation and deal structuring alternatives
• Develop and propose creative solutions to engagement and transaction risks and effectively manage problem resolution
• Review and critique project databooks and reports prepared by project team members
• Interface with senior executives of clients and target companies
• Advise clients on preparation for exit and help solve any lingering tax issues prior to close
• Display the ability to manage and prioritize team responsibilities, and proactively consult with Directors and Managing Directors
• Work on multiple projects of varying size and complexity
• Play an integral role in developing relationships with current and prospective clients, identify market opportunities and articulate our value proposition

• 8+ years of applicable work experience in one of the following: tax compliance and consulting, or other M&A experience
• Advanced MS Excel skills and strong working knowledge of other MS Office applications, specifically Power Point
• Extensive experience in project management including planning, organizing, coordinating, and managing staff, clients, and/or partners towards the successful completion of a project
• Demonstrated ability to learn and succeed in a fast-paced and unconventional work environment is essential
• Strong verbal and written communication skills
• Experience working in a fast-paced environment and ability to manage multiple projects and deadlines
• Master's degree in Accounting, Taxation or related field
• Licensed CPA/equivalent certification

• Bachelor's degree required
• 8 years experience in public accounting or related field
• 5 years supervisory
• Must have active CPA or equivalent certification
• Ability to manage all aspects of client engagements
• Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Proficient use of applicable technology
• Must be able to travel based on business needs

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.