Lead tax structuring and planning for M&A transactions, including buy-side and sell-side engagements.
Oversee tax due diligence and risk assessments for target entities.
Advise clients on tax implications of deal structures, including entity selection, purchase price allocation, and post-transaction integration.
Collaborate with cross-functional teams (e.g., valuation, audit, legal) to deliver seamless transaction support.
Manage client relationships and serve as a trusted advisor on complex tax matters.
Mentor and develop junior staff, fostering technical growth and leadership.
Contribute to business development efforts, including proposal writing and client presentations.
Requirements
CPA or EA required.
Bachelor’s degree in Accounting, Finance, or related field (Master’s preferred).
Minimum 7 years of experience in public accounting or consulting, with a focus on M&A tax.
Strong knowledge of partnership taxation, corporate reorganizations, and ASC 740.
Experience with flow-through entities and REITs is a plus.
Proven ability to manage multiple complex projects and deliver high-quality results.
Excellent communication, analytical, and presentation skills.
Entrepreneurial mindset with a passion for client service and team leadership.
Benefits
Total rewards package: from flexible work arrangements to personalized benefit structures and financial compensation options that give you choice and flexibility.
Well-being resources: interactive wellness platform and incentives, an employee assistance program and mental health resources, and Colleague Resource Groups (CRGs) that provide safe spaces for colleagues to share, be heard, feel valued and deepen connections.
Balance & flexibility: 14 Firm Holidays including 2 floating, Flex PTO, paid family leave, winter break, summer hours, and remote work options, so you can balance challenging yourself with taking care of yourself.
Professional development opportunities: A learning culture with CPA exam resources and bonuses, tuition reimbursement, a coach program, and live classes, workshops, and seminars through BPM University.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.