Participate in advising and consulting clients on issues related to tax efficiency, benefits and risks of potential transitions and issues related to corporate and partnership transactions.
Responsible for the preparation and review of analysis to assess the federal and state tax consequences of transactions and tax integration of acquired enterprises, as well as managing the work product of Experienced Associates on various engagements.
Advise clients on a number of transaction tax considerations, including analysis of buyer and seller historical tax positions and attributes, the preparation and presentation of tax due diligence reports, modeling various structuring alternatives, and computing tax cost and benefits associated with proposed transactions.
Assist clients with post-transaction integration matters, including purchase price allocation and tax amortization calculations, IRC Section 382 studies, Earnings and Profits calculations, transaction cost analyses, and other Subchapter C and Subchapter K tax matters.
Must possess strong technical knowledge of corporate and partnership issues and transactional considerations.
Interact heavily with management on a day-to-day basis and are expected to assist Managers in identifying and researching various client issues, and regularly communicate with clients.
Assist the corporate tax group during periods of downtime, assisting various client service teams with general corporate tax matters, including tax compliance and ASC 740.
Requirements
Master's of Taxation (or equivalent) or Juris Doctorate degree highly preferred
Accounting, Finance, Economics or related degree preferred, minimum GPA of 3.0
Advanced credential required, allowing for client representation before the Internal Revenue Service (i.e. CPA or JD)
At least 2 years relevant work experience preferred
Knowledge of M&A practices preferred, including corporate, private equity, and tax integration
Knowledge in the areas of Subchapter C and Subchapter K transactional issues, consolidated federal tax returns, IRC Section 382, Earnings and Profits, purchase price allocations and basis step-up calculations, Subsidiary Stock Basis and transaction costs (preferred)
Strong leadership, multitasking and organizational skills
Excellent communication skills, both written and verbal
Ability to interact with, and gain respect of, all levels of internal and client personnel
Excellent problem-solving and analytical skills
Proficient use of technology including MS Excel
Benefits
Medical, Dental, and Vision Insurance on the first day of employment
Flexible Spending Account and Dependent Care Account
401k with Profit Sharing
9+ holidays and discretionary time off structure
Parental Leave – coverage for both primary and secondary caregivers
Tuition Assistance Program and CPA support program with cash incentive upon completion
Discretionary incentive compensation based on firm, group and individual performance
Incentive compensation related to origination of new client sales
Top rated wellness program
Flexible working environment including remote and hybrid options
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
tax analysistax due diligencepurchase price allocationtax amortization calculationsIRC Section 382Earnings and Profits calculationstransaction cost analysisSubchapter C issuesSubchapter K issuesM&A practices
Soft skills
leadershipmultitaskingorganizational skillscommunication skillsproblem-solvinganalytical skillsclient interactionresearch skillsteam collaborationrespectful communication