M&A Tax Supervisor

About the Role

As a Mergers & Acquisitions Tax Supervisor at Lucas Horsfall, you will support and help lead tax due diligence engagements for buy-side and sell-side transactions. The role will evaluate tax risks and help develop tax-efficient structuring recommendations. When not handling M&A work, this role is also responsible for handling tax compliance engagements for individuals, corporations, and partnerships. You will manage clients independently and carry out your outstanding project management, analytical, interpersonal, and communication skills. You will participate in training and supervision of staff, conduct tax research, and advise on tax matters. Our company is team-oriented and prides itself on providing quality work and excellent customer relations in a friendly, superior working environment.

Key Responsibilities

• Support and help 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 review of tax senior, tax staff, and intern work products
• Serve as a key 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 help resolve complex tax-technical issues
• Effectively manage expectations, internal and external, concerning changes in project deliverables and/or deadlines

Required Qualifications

• Bachelor's degree in accounting, finance, or related field
• 3+ 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

• 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
• Tuition reimbursement for advanced education

Pay

The pay range for this role is $110,000 - $135,000 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.