M&A Tax Manager

Ascend Group

M&A Tax Manager leading tax due diligence for middle-market transactions at Lucas Horsfall. Managing client relationships and mentoring staff while conducting tax compliance engagements.

Posted 7/22/2026full-timeRemote • California • 🇺🇸 United StatesMid-LevelSenior💰 $135,000 - $200,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in tax due diligence, including income tax, sales tax, and international tax, while effectively managing client relationships and mentoring staff. Strong analytical and project management skills are essential for resolving complex tax issues and supporting post-transaction integration.

Highest-signal resume keywords

Tax Due DiligenceCorporate Tax ExperienceProject ManagementAnalytical SkillsClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Income TaxSales TaxProperty TaxPayroll TaxUnclaimed PropertySubchapter CPartnershipsInternational TaxDue Diligence ReportingDeal Structure Analysis

Soft Skills

Interpersonal SkillsCommunication SkillsSelf-MotivatorMulti-taskingCoaching and Mentoring

Industry Keywords

Middle-Market TransactionsPost-Transaction IntegrationTax-Technical IssuesValue Added ServicesCareer Advancement

About the role

Key responsibilities & impact

Lead tax due diligence for middle-market transactions
Conduct diligence across income tax, sales tax, property tax, payroll tax, and unclaimed property
Prepare and present due diligence reports
Analyze deal structures
Support post-transaction integration
Perform initial and/or final review of manager, tax senior, tax staff and intern work products
Act as primary client point of contact for the firm
Identify opportunities for value added services for clients by staying abreast of their business needs
Coach and mentor staff to assist with enhancing their skills and further develop their career
Anticipate, identify, and resolve complex tax-technical issues
Effectively manage expectations, internal and external, concerning changes in project deliverables and/or deadlines

Requirements

What you’ll need

Bachelor's degree in accounting, finance, or related field
5+ years of corporate tax experience
Experience with Subchapter C, partnerships, and international tax
Excellent project management, analytical, interpersonal, and communication skills
Self-motivator with the ability to multi-task and complete assignments within time constraints and deadlines
A strong desire toward career advancement and goal toward future firm ownership

Benefits

Comp & perks

Flexible PTO
Excellent Voluntary Insurance Options
401(k) Matching
Discretionary Bonus
Commitment to Professional Development
Meaningful work that makes a difference in our clients' lives