Manager, Mergers and Acquisitions

About the role

Our Mergers & Acquisitions Tax practice advises clients on tax matters throughout the transaction lifecycle, including diligence, structuring, modeling, and post-close considerations. This role offers the opportunity to work on complex transactions across industries while collaborating with tax professionals and client stakeholders. As part of this team, you will support client service delivery, lead day-to-day execution, and contribute to the development of junior team members.

Responsibilities

• Advise corporate and private equity clients on tax considerations related to mergers, acquisitions, carve-outs, financing structures, and disposition alternatives.
• Perform tax due diligence and analyze transaction documents to identify tax risks, exposures, and planning opportunities.
• Develop and review structuring recommendations for buy-side, sell-side, and post-transaction matters.
• Manage day-to-day engagement execution, including workplans, deliverables, and coordination with client and Deloitte stakeholders.
• Collaborate with finance, tax, treasury, human resources, operations, information technology, and risk management teams throughout the transaction lifecycle.

Qualifications

• Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2-3 days per week.
• Bachelor's degree in Accounting, Tax, Finance, Business, or Law.
• 5+ years of experience in mergers and acquisitions tax, transaction tax, federal income tax, or corporate tax.
• Experience performing tax due diligence and structuring analysis for acquisitions, divestitures, carve-outs, or financing transactions.
• Demonstrated ability to review transaction documents, legal entity structures, and purchase agreement provisions across at least 3 transactions to identify tax implications, risks, and planning opportunities.
• Limited immigration sponsorship may be available.
• Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve.
• One of the following Accreditations obtained:
  • Licensed CPA in state of practice/primary office if eligible to sit for the CPA.
  • If not CPA eligible:
    • Licensed attorney.
    • Enrolled agent.

Preferred

• Master's degree in Taxation, Accounting, or Business Administration.
• Experience advising private equity funds and corporate buyers on acquisitions, carve-outs, and post-transaction integration matters.
• Experience managing engagement workplans, budgets, and staff.
• Work involving Subchapter C, Subchapter K, consolidated return, or international tax matters in transaction contexts.
• Preparation or review of tax models, memoranda, and executive-level presentations.

Skills

• Ability to work independently and collaborate as part of a team.
• Effective written and verbal communication skills.
• Meticulous attention to detail and quality of work product.
• Experience building and sustaining professional relationships.
• Ability to lead projects or workstreams.
• Experience managing and prioritizing multiple tasks in a fast-paced and dynamic environment.
• Strong interpersonal skills and professional demeanor.
• Proven track record of meeting deadlines.
• Ability to mentor and provide clear guidance to others.