Senior Manager, M&A Tax in San Francisco, California
Listed on 2026-07-09
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Finance & Banking
Corporate Finance
Job Title
Our Mergers and Acquisitions practice works with owners and investors to help them ease their tax burden and quantify tax exposures in a wide range of transactions, including buy-side and sell-side, restructuring, taxable and tax-free transactions. We provide our clients with tax due diligence, tax structuring, quantitative tax modeling services, transaction agreement review and consultation and tax technical support.
ResponsibilitiesEngagement management with clients includes routinely working directly with c-suite executives to perform financial due diligence on middle-market companies in a variety of industries. Work alongside private equity firms, strategic clients and investment banks to perform buy-side and sell-side due diligence as well as other M&A tax activities. Responsible for all aspects of deal execution including sourcing and managing client relationships, analysis and execution of client deliverables and coaching and managing other team members.
Coordinate services as needed with other practice areas of the firm. Build relationships with existing clients, including involvement in networking and business development activities. Provide both leadership and supervision to Staff, Seniors and Managers.
Bachelor's degree with a major in accounting or related field required. Master's degree in Taxation or JD with LLM in taxation preferred. Minimum of 8 years of related experience. Previous experience in a public accounting or law firm preferred. CPA and/or licensed attorney required. Previous experience in tax due diligence and merger and acquisitions tax consulting preferred. Proven experience leading M&A tax services engagement teams at a large national professional services firm preferred.
Proven market facing skills required to develop new business and sustain existing excellent client relationships. Minimum of 4 years of supervisory and training experience. Proven experience managing multiple client engagements. Strong project management and organizational skills. Excellent Microsoft Excel skills. Strong analytical, presentation and marketing skills required. Excellent interpersonal and verbal & written communication skills. Must be willing and able to travel to client locations up to 50%.
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