M&A Tax Manager

About the role

Lucas Horsfall is a CPA and consulting firm celebrating its 68th anniversary in 2025. Known for its appreciation of its people and clients, the firm has grown to meet the needs of its extensive client base. A Mergers & Acquisitions Tax Manager position is available to support these needs.

Responsibilities

• Lead tax due diligence for middle-market transactions
• Conduct diligence across income tax, sales tax, property tax, payroll tax, and unclaimed property
• Prepare and present due diligence reports
• Analyze deal structures
• Support post-transaction integration
• Manage clients independently
• Carry out outstanding project management, analytical, interpersonal, and communication skills
• Act as primary client point of contact for the firm
• Identify opportunities for value-added services for clients by staying abreast of their business needs
• Coach and mentor staff to assist with enhancing their skills and further develop their career
• Anticipate, identify, and resolve complex tax-technical issues
• Effectively manage expectations, internal and external, concerning changes in project deliverables and/or deadlines

Requirements

• Bachelor's degree in accounting, finance, or related field
• 5+ years of corporate tax experience
• Experience with Subchapter C, partnerships, and international tax
• Excellent project management, analytical, interpersonal, and communication skills
• Self-motivator with the ability to multi-task and complete assignments within time constraints and deadlines
• A strong desire toward career advancement and goal toward future firm ownership

Preferred Qualifications

• Licensed CPA or Attorney
• Strong background in individual, corporate, and partnership taxation
• Consultative/Advising Experience
• Knowledge of CCH Axcess Tax

What We Offer

• Great benefits
• A competitive salary
• Tuition reimbursement for advanced education
• Flexible PTO
• Excellent Voluntary Insurance Options
• 401(k) Matching
• Discretionary Bonus
• Commitment to Professional Development
• Meaningful work that makes a difference in our clients' lives

How to Apply

Submit your information in the application section directly below! This will include: Basic contact information, Resume/CV and optional cover letter upload, Work eligibility, credentials, and compensation, Voluntary demographic & self-ID questions