Exactera

• Manage transaction tax engagements end-to-end, working closely with the Practice Leader and cross-functional teams (R&D, cost segregation, transfer pricing).
• Lead transaction cost analyses under Section 263(a)/INDOPCO, including succes-based fee analysis and the Rev. Proc. 2011-29 safe harbor election, with supporting documentation studies.
• Perform Section 382/383 ownership change analyses and limitation calculations, including NUBIG/NUBIL determinations and Section 338 approach modeling.
• Support buy-side and sell-side tax due diligence: exposure identification, attribute analysis (NOLs, credits, E&P), and structuring considerations (stock vs. asset, Section 338(h)(10)/336(e) elections).
• Own project execution: status updates, timelines, technical issue-spotting, and deliverable management.
• Collect, format, and analyze large datasets to build complex calculation models and support tax positions.
• Draft and/or review technical memoranda (opinion letters, IRS responses, ruling requests) and support audit readiness, including UTP/FIN 48 reserve considerations.
• Mentor, train, and supervise junior team members; ensure consistent quality and best practices.

Senior Tax Manager

Product Manager

• Own the product strategy and roadmap for the platform.
• Define what compliance-grade means for this platform.
• Own the agentic access surface.
• Treat the data foundation as a product.
• Make external data a platform capability.
• Measure success by practitioner outcomes.

Senior Tax Manager

Principal Product Manager – Agentic Platform