M&A Tax Manager
About the role
Lucas Horsfall is seeking a Mergers & Acquisitions Tax Manager to lead tax due diligence engagements for buy-side and sell-side transactions. Key responsibilities include evaluating tax risks, developing tax-efficient structuring recommendations, and supporting post-transaction integration.
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
- Perform initial and/or final review of manager, tax senior, tax staff and intern work products
- 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
Benefits
As a firm, we offer great benefits, a competitive salary and tuition reimbursement for advanced education. Headquartered in Pasadena, CA with offices in Encino and Irvine, Lucas Horsfall is a growing CPA and consulting firm focused on tax, audit, and consulting needs. Explore the opportunities that await you today! Join our team and enjoy a comprehensive benefits package that supports well-being, health, and ongoing professional growth:
- 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
For further questions or inquiries about the role, please reach out to Aidan Jebson, Sr. Recruiter at ajebson@ascendtogether.com.
The pay range for this role is $135,000 - $200,000+ per year. This range includes the anticipated low and high end of the pay range for this position. Actual compensation may vary based on various factors, including experience, education, and/or skill level.