Senior Tax Manager

Exactera

Transaction Services Senior Tax Manager at Exactera overseeing transaction-driven tax engagements in a collaborative environment. Supporting clients with M&A tax focus using advanced technology for documentation and analysis.

Posted 7/10/2026full-timeRemote • 🇺🇸 United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in transaction tax management, including Section 263(a) and M&A due diligence, while effectively leading teams and managing complex projects. Proficient in analyzing large datasets and drafting technical documentation to support tax positions and audit readiness.

Highest-signal resume keywords

Transaction Tax Engagement ManagementM&A Due DiligenceSection 263(a) AnalysisPeople LeadershipData Analysis and Modeling

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Transaction TaxM&ASection 263(a)Section 382/383Section 338Cost SegregationNOL AnalysisIRS Memoranda DraftingTechnical DocumentationData Analysis

Soft Skills

Analytical SkillsProject ManagementOrganizational SkillsCommunication SkillsMentoring

Certifications & Qualifications

CPAJDMST

Industry Keywords

Big 4Transaction Tax PracticeFederal Consolidated ReturnR&D CreditsState Tax Due DiligenceUTP/FIN 48Safe Harbor ElectionOwnership Change AnalysisTechnical Issue SpottingEngagement Management

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

Bachelor’s degree in Accounting, Economics, Finance, or related field; CPA, JD, or MST strongly preferred.
5+ years of hands-on M&A / transaction tax experience with client interaction and engagement management (Big 4 or national firm transaction tax practice experience is a plus).
Working technical command of Sections 263(a), 382/383, 338, 280G, and 1060, and familiarity with federal consolidated return concepts.
Strong analytical, research, organizational, and project-management skills; comfort managing multiple deals in a deadline-driven environment.
Excellent written and verbal communication skills; ability to translate technical concepts for deal teams, private equity sponsors, and client stakeholders.
Demonstrated people leadership: training, supervising, and reviewing work for quality.
Bonus: practical experience with R&D credits (Section 41), Section 174 amortization, cost segregation / fixed assets, IC-DISC, or state tax due diligence.

Benefits

Comp & perks

Collaborative culture and career development opportunities
Generous vacation policy and paid parental leave
Comprehensive health plans (FSA/HSA options) and 401(k)
Life and disability insurance + supplemental benefits (dependent care, pet insurance, will prep, EAP)