M&A Tax Director

Responsibilities

• Lead buy-side and sell-side tax due diligence engagements for middle-market M&A transactions
• Identify and quantify tax risks, exposures, attributes, and structuring opportunities impacting valuation and deal economics
• Audit historical tax positions, compliance posture, and potential tax contingencies
• Evaluate transaction structures from a federal, state, local, and international tax perspective
• Advises clients on tax-efficient deal structures, entity structuring, and post-close integration considerations
• Build, lead, and scale the M&A tax offering within the Transaction Advisory Services practice
• Collaborate with Financial Due Diligence, Valuation, and other advisory teams to deliver integrated deal services
• Contribute to proposal development, thought leadership, and go-to-market initiatives
• Mentor, develop, and manage junior team members
• Support recruiting, training, and knowledge-sharing initiatives within the tax and TAS practices

Qualifications

• CPA, CFA, or MBA preferred
• Minimum 6 years of progressive tax experience with a focus on M&A, transaction tax or deal advisory
• Deep knowledge of U.S. federal income tax with strong understanding of state and local tax considerations
• Experience supporting private equity and middle-market transactions
• Ability to translate complex tax issues into practical, deal-oriented advice
• Strong leadership, communication, and project management skills