M&A Tax Advisory, Senior Manager

Responsibilities

• Lead the day-to-day tax due diligence and structuring for buy-side and sell-side M&A transactions across a variety of deal sizes and industries.
• Act as the primary tax advisor to clients, deal teams, legal counsel, and investment professionals.
• Scope transactions, identify key tax risks and structuring opportunities, and tailor analyses based on client objectives and transaction profile.
• Manage timelines, deliverables, and budgets while ensuring high-quality, deadline-driven execution.
• Identify, analyze, and quantify federal, state, and local tax risks associated with target companies and transaction structures.
• Perform and review transaction tax structuring analyses, including: Step-up and basis modeling, Section 382 limitation analyses, tax attribute modeling, and step plan and transaction sequencing analyses.
• Advise on tax-related purchase agreement provisions, including indemnities, escrows, representations, and tax covenants.
• Prepare and review diligence reports, structuring memoranda, and executive summaries that clearly explain risks, opportunities, and financial impacts.
• Collaborate with other Elliott Davis team members, including FDD and tax subject matter specialists.
• Lead and mentor engagement teams, providing technical guidance, coaching, and real-time feedback.
• Review workpapers and analyses for technical accuracy, consistency, and clarity.
• Develop team members’ diligence and structuring capabilities and reinforce best practices.
• Support business development efforts, including proposal development, transaction scoping, and client pitches.
• Contribute to knowledge sharing, training, and ongoing improvement of diligence and structuring methodologies.

Required Qualifications

• 6–8 years of experience in M&A/transaction tax with public accounting, Big 4, advisory firm, or comparable environment, with meaningful responsibility for both tax due diligence and transaction structuring.
• Demonstrated experience leading diligence engagements and managing day-to-day client relationships.
• Strong technical background in U.S. federal income tax; state and local tax experience is a plus.
• Ability to manage multiple concurrent transactions in a deadline-driven environment.
• Strong written and verbal communication skills with the ability to explain complex tax concepts to non-tax stakeholders.
• Prominent leadership skills and a collaborative, solutions-oriented mindset.
• Hands-on experience with: Step-up and basis modeling, Section 382 analyses, transaction and step plan structuring.
• Bachelor’s degree from an accredited college/university in accounting or finance required.
• Masters in Taxation, or JD in tax and/or LLM preferred.

Preferred Qualifications

• CPA or JD.

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.