Senior Associate, Transaction Tax

CBH

Senior Associate executing federal and state tax due diligence on M&A transactions at Cherry Bekaert. Collaborating with deal teams to deliver actionable recommendations and manage client communications.

Posted 7/1/2026full-timeRemote • 🇺🇸 United StatesSenior💰 $95,600 - $140,400 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in federal and state tax due diligence for M&A transactions, including tax modeling and structuring analysis. Proficient in drafting tax diligence reports and managing client communications while coordinating with various stakeholders.

Highest-signal resume keywords

Federal And State Tax Due DiligenceTax Modeling And Structuring AnalysisCPA Or JD With Tax ExperienceExcel Tax Attribute ModelingStrong Written Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax Due DiligenceM&A Transaction AnalysisTax Attribute ModelingNOL UtilizationBasis CalculationsAfter-Tax Cash Flow AnalysisDrafting Tax Diligence ReportsReviewing Purchase Agreement Tax ProvisionsStructuring MemorandaClient Communication

Soft Skills

Self-Starter MindsetAbility To Manage Competing DeadlinesComfort In Fast-Moving Environments

Tools & Technologies

Excel

Certifications & Qualifications

CPAJD

Industry Keywords

M&A ActivitiesFederal And State ReturnsMulti-State FilersConsolidated C Corporation GroupsS CorporationsPartnershipsLLCsPass-Through StructuresDeal RiskPost-Close Integration Planning

About the role

Key responsibilities & impact

Execute federal and state tax due diligence on M&A transactions, including identification and quantification of historical tax exposures across income, sales and use, payroll and unclaimed property
Analyze target tax attributes and model the impact of transaction structuring alternatives — including Section 338(h)(10) and 336(e) elections, Section 382 limitations on net operating loss (NOL) utilization, basis step-ups, Section 704(c) built-in gain or loss allocations and Section 751 hot asset considerations
Review target tax profiles across entity types, including consolidated C corporation groups, S corporations, partnerships, LLCs and pass-through structures
Draft tax diligence reports, structuring memoranda and step plans suitable for delivery to PE deal teams, lenders and legal counsel
Coordinate with internal and external workstream leads — financial due diligence, valuation, legal and quality of earnings providers — to deliver an integrated view of deal risk
Support transaction execution, including review of purchase agreement tax provisions (representations, indemnities, tax matters, Section 338(h)(10) language) and post-close integration planning
Manage day-to-day client communication on assigned workstreams and present findings directly to deal team leads

Requirements

What you’ll need

Bachelor’s degree in Accounting, Finance or related field
Active CPA or demonstrated progress toward completion desired; JD acceptable in lieu of CPA for candidates with corresponding tax experience
Minimum two years of progressive tax experience within a national or large regional CPA firm supporting M&A activities or preparing/reviewing federal and state returns for multi-state filers
Ability to model tax attributes and structuring outcomes in Excel, including NOL and credit utilization, basis calculations and after-tax cash flow analysis
Strong written communication skills, with the ability to convert complex technical analysis into concise, client-ready deliverables
Proven ability to manage competing deadlines across multiple live deals
Self-starter mindset and comfort operating in a fast-moving, entrepreneurial environment

Benefits

Comp & perks

Annual bonus
Medical, dental, and vision care
Disability and life insurance
Generous Paid Time Off
Retirement plans
Paid Care Leave