M&A Tax Advisory, Senior Associate

Responsibilities

• Aid in buy-side and sell-side tax due diligence for mergers and acquisitions (M&A) transactions.
• Analyze historical tax filings, workpapers, and financial statements to identify and quantify tax exposures related to income, sales/use, payroll, property, and unclaimed property.
• Create call agendas for tax due diligence meetings with target management.
• Evaluate tax attributes, including net operating losses (NOLs) and credits, considering limitations under Section 382/383.
• Prepare tax due diligence reports and executive summaries detailing key findings, risks, and structuring considerations.

Requirements

• Bachelor’s degree from an accredited college/university in accounting or finance required.
• Masters in Taxation, or JD in tax and/or LLM preferred.
• Two to four years of tax due diligence experience at public accounting, Big 4, advisory firm, or comparable environment.
• Strong understanding of US federal and state income tax principles applicable to M&A transactions.
• Experience reviewing tax returns, financial statements, and supporting schedules.
• Strong analytical, organizational, and written communication skills.
• Proficiency in Excel and common tax research tools.

Preferred Qualifications

• CPA, JD, or progress toward certification.

Professional Attributes

• Detail-oriented with ability to manage multiple projects and deadlines.
• Collaborative mindset with strong client-service orientation.
• Comfortable working in a fast-paced, deal-driven environment.
• Willingness to learn and take increasing responsibility over time.