M&A Tax Manager

Key Responsibilities

• Lead tax due diligence engagements, including data room review, preparation of information requests, risk assessment, and drafting of clear, decision-ready due diligence reports and memoranda
• Lead and manage multiple client engagements, ensuring deliverables are completed on time and within budget
• Develop and maintain strong client relationships, serving as a trusted advisor
• Research complex tax issues and develop creative solutions tailored to client needs
• Review financial models and ensure tax implications are accurately incorporated
• Collaborate with cross-functional teams to provide a holistic approach to transaction advisory services
• Mentor and develop junior staff, fostering a culture of learning and growth

Qualifications

• Bachelor’s degree in accounting, finance, or a related field
• 5+ years of tax experience, with a focus on M&A or transaction advisory
• Strong Microsoft Excel and Microsoft PowerPoint proficiency
• Advanced Excel skills preferred, including advanced functions, financial modeling, and data analysis
• Exceptional writing skills with the ability to draft clear, concise, and well-structured reports, memos, and client communications
• Proficiency with tax research tools and software
• Ability to prioritize issues, assess risk, and develop practical recommendations in fast-paced environments, often with incomplete or evolving information
• Proven ability to manage multiple priorities, lead teams, and communicate effectively with stakeholders at all levels.
• Analytical thinker, detail-oriented, and client-focused with strong interpersonal and problem-solving abilities
• CPA, JD, or similar certification is preferred
• Public accounting or consulting firm experience is preferred

Benefits

• 401K plan (with up to 5% salary paid employer matching contributions)
• Medical coverage
• Paid Dental coverage
• Employee and Dependent life insurance
• Disability insurance
• Vision insurance
• Accidental death & dismemberment insurance
• Flexible spending accounts
• Paid Day of Service annually
• Flexible work arrangements
• Generous paid time off – 25 days for all full-time employees!
• Paid holidays
• Additional paid holiday following 4/15 deadline
• Paid parking/public transportation reimbursement
• Mobile phone reimbursement
• Tuition reimbursement & training
• Paid time off on days sitting for the CPA Exam
• Monetary bonus for passing the US CPA exam

About the Role

Are you a seasoned tax professional with expertise in mergers and acquisitions (M&A)? Do you thrive in a dynamic environment and enjoy leading teams to deliver exceptional client service? RÖDL USA is seeking an Experienced M&A Tax Manager to join our team and drive excellence in tax strategies for complex transactions. This role is ideal for a tax professional who enjoys deep dive diligence work, issue identification, and translating technical tax findings into actionable deal insights.

Responsibilities

As the M&A Tax Manager, you will play a pivotal role in advising clients on the tax implications of mergers, acquisitions, divestitures, and other significant transactions. Engagement work will focus on M&A tax due diligence for buy side and sell side transactions, as well as related tax structuring, modeling, and purchase agreement review support. You will lead project teams, collaborate across departments, and ensure that client deliverables are accurate, timely, and insightful.

Requirements

Our headquarters is in Atlanta, GA. The preferred candidate is local to the Atlanta office with on-site availability. Workplace to be determined as we do offer flexible work arrangements as a benefit.

Qualifications

• Bachelor’s degree in accounting, finance, or a related field
• 5+ years of tax experience, with a focus on M&A or transaction advisory
• Strong Microsoft Excel and Microsoft PowerPoint proficiency
• Advanced Excel skills preferred, including advanced functions, financial modeling, and data analysis
• Exceptional writing skills with the ability to draft clear, concise, and well-structured reports, memos, and client communications
• Proficiency with tax research tools and software
• Ability to prioritize issues, assess risk, and develop practical recommendations in fast-paced environments, often with incomplete or evolving information
• Proven ability to manage multiple priorities, lead teams, and communicate effectively with stakeholders at all levels.
• Analytical thinker, detail-oriented, and client-focused with strong interpersonal and problem-solving abilities
• CPA, JD, or similar certification is preferred
• Public accounting or consulting firm experience is preferred

Skills

You will need to have a strong analytical mind, excellent communication skills, and the ability to work independently and as part of a team. You should also be able to handle multiple tasks simultaneously and meet tight deadlines.

Benefits

• 401K plan (with up to 5% salary paid employer matching contributions)
• Medical coverage
• Paid Dental coverage
• Employee and Dependent life insurance
• Disability insurance
• Vision insurance
• Accidental death & dismemberment insurance
• Flexible spending accounts
• Paid Day of Service annually
• Flexible work arrangements
• Generous paid time off – 25 days for all full-time employees!
• Paid holidays
• Additional paid holiday following 4/15 deadline
• Paid parking/public transportation reimbursement
• Mobile phone reimbursement
• Tuition reimbursement & training
• Paid time off on days sitting for the CPA Exam
• Monetary bonus for passing the US CPA exam

Pay

We offer a competitive compensation package, including a generous 401K plan with employer matching, medical and dental coverage, and a variety of additional benefits.

Schedule

Our preferred candidate is local to the Atlanta office with on-site availability. Workplace to be determined as we do offer flexible work arrangements as a benefit.