Managing Director, M&A Tax Diligence

Every M&A transaction carries tax consequences that can reshape deal economics, alter purchase price, or create years of exposure if missed. Most advisory firms treat tax diligence as a checkbox, a workstream that gets staffed reactively, buried inside a broader deal team, and delivered without the strategic lens that sponsors and management teams actually need.

As Managing
Director of M&A Tax Diligence within our Transaction Advisory Services practice, you will build and lead the tax diligence capability  will be the person PE sponsors turn to when they need clarity on the tax profile of a target, identifying exposures, quantifying risks, evaluating deal structures, and translating complex federal, state, and local tax positions into actionable intelligence that directly informs purchase price, representations and warranties, and post-close integration strategy.

The Mandate: Own the tax diligence workstream across multiple concurrent transactions, working in lockstep with our financial due diligence teams and directly alongside PE deal professionals, portfolio company CFOs, and legal counsel. You will shape how Intrinsic delivers tax insight throughout the M&A lifecycle, from pre-LOI structuring through post-close integration.

This is equally an entrepreneurial leadership opportunity. You will not simply execute a predefined playbook. You will define it. As the M&A tax leader within TAS, you will have the opportunity to shape our tax diligence methodology, build the team, develop templates and frameworks, and establish the intellectual capital that positions Intrinsic as a differentiated partner to PE sponsors who expect tax insight to be integral to, not adjacent to, every transaction.

Private, independent firm with significant employee ownership — when the firm wins, you win

• Integrated deal teams — work alongside experienced financial due diligence professionals who value tax as a strategic workstream, not an afterthought
• Direct access to PE sponsors and portfolio leadership — no layers between you and the stakeholders who depend on your analysis
• Hybrid flexibility — based in Denver or Chicago with remote options and meaningful work-from-anywhere policies
• Growth trajectory — clear progression path within a high-impact practice at an inflection point

This is not a compliance-heavy tax role or a staff augmentation position. You will operate as a strategic advisor to PE deal teams, bringing the tax perspective that shapes deal economics, protects downside, and accelerates post-close value creation.

You are the senior tax professional on every deal you touch. You lead the tax diligence workstream from scoping through delivery, ensuring findings are accurate, material, and decision-useful. You work directly inside the deal team, not in a silo, coordinating with financial due diligence leads, legal counsel, and client stakeholders to ensure tax considerations are integrated into the broader transaction narrative:

• Serve as the lead tax advisor on complex buy-side and sell-side transactions for private equity sponsors and middle-market businesses, overseeing due diligence processes, evaluating material tax risks and opportunities, and translating findings into strategic recommendations that drive deal value and mitigate transaction risk
• Evaluate entity structures, intercompany arrangements, and historical filing positions to identify compliance gaps, potential liabilities, and opportunities for post-close optimization
• Analyze federal income tax, state and local tax (SALT), employment tax, sales/use tax, and unclaimed property exposures as relevant to each transaction
• Develop concise tax diligence reports for private equity sponsors and deal teams, synthesizing complex tax…