Jobs · Business Development · Illinois

Managing Director, M&A Tax Diligence

Intrinsic LLC · Chicago, IL · 1 mo ago
Business Development$225k–$275k/yrFull-time
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for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. Must not repeat job title as heading. Must not include Job ID etc. Must preserve all substantive info, not invent or summarize away detail. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning, duplicated lines, application instructions. Also remove "Equal Opportunity Employer" etc. Also remove "About Intrinsic" maybe? It's about the firm; could be considered "About the role"? Actually "About Intrinsic" is about company, not role. The instructions: use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we should map content to those headings where appropriate. The posting includes: "The Role" (description), "The Mandate", "Why Intrinsic", "What You'll Do" (with subparts), "What Makes You a Fit", "Compensation & Benefits". Also "About Intrinsic". Also "Equal Opportunity Employer". We need to strip boilerplate: EEO etc. Also "About Intrinsic" maybe not needed as heading? Could be considered "About the role"? But "About Intrinsic" is about firm, not role. Might be considered extraneous? The instruction: "Prefer a few substantive sections over many thin ones." We could combine some. But we need to include sections only when posting has real specific content. We have content for Responsibilities (What You'll Do), Requirements/Qualifications (What Makes You a Fit), Skills (maybe part of What Makes You a Fit), Benefits, Pay (Compensation & Benefits). Also maybe "About the role" could be the initial description (The Role, The Mandate, Why Intrinsic). We'll create sections: About the role (summary of role and mandate), Responsibilities (What You'll Do), Requirements (What Makes You a Fit), Skills (maybe separate but could be part of Requirements; but we have specific skills listed: communication, conviction, etc. Could be separate Skills section). Benefits and Pay from Compensation & Benefits. We must not include placeholder text like "commensurate with experience". Not present. We must not include duplicated lines. Need to ensure we capture all substantive info. Let's extract content. **About the role** (maybe combine The Role, The Mandate, Why Intrinsic). We'll write a paragraph summarizing. **Responsibilities**: list bullet points from "What You'll Do" sections: Tax Due Diligence & Deal Advisory, Cross-Functional Deal Coordination, Practice Building, Executive Communication & Stakeholder Counsel. Each bullet can be a
  • with description. **Requirements**: maybe "What Makes You a Fit" includes experience, credentials, etc. Could be Requirements. **Skills**: maybe the bullet points under "You Carry Conviction In The Room" etc. Those are skills/competencies. **Benefits**: list from Compensation & Benefits: medical, dental, vision insurance; 401(k) with employer contribution; paid time off (vacation, sick leave, company holidays); paid parental leave; hybrid and remote work flexibility; professional development support and continuing education reimbursement; participation in employee ownership model. Also note remote work eligibility. **Pay**: base salary range $225,000 to $275,000 annually; performance-based bonus with significant upside. **Schedule**: not mentioned; we should not create Schedule section. We must not include "About Intrinsic" or EEO. We must not include duplicated lines. Let's craft HTML. We'll start with

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    Make sure no extra whitespace? It's fine. Now extract precise text. **About the role**: combine: "The Role Every M&A transaction carries tax consequences that can reshape deal economics, alter purchase price, or create years of exposure if missed. Most advisory firms treat tax diligence as a checkbox, a workstream that gets staffed reactively, buried inside a broader deal team, and delivered without the strategic lens that sponsors and management teams actually need. As Managing Director of M&A Tax Diligence within our Transaction Advisory Services practice, you will build and lead the tax diligence capability at Intrinsic. You will be the person PE sponsors turn to when they need clarity on the tax profile of a target, identifying exposures, quantifying risks, evaluating deal structures, and translating complex federal, state, and local tax positions into actionable intelligence that directly informs purchase price, representations and warranties, and post-close integration strategy. The Mandate: Own the tax diligence workstream across multiple concurrent transactions, working in lockstep with our financial due diligence teams and directly alongside PE deal professionals, portfolio company CFOs, and legal counsel. You will shape how Intrinsic delivers tax insight throughout the M&A lifecycle, from pre-LOI structuring through post-close integration. This is equally an entrepreneurial leadership opportunity. You will not simply execute a predefined playbook. You will define it. As the M&A tax leader within TAS, you will have the opportunity to shape our tax diligence methodology, build the team, develop templates and frameworks, and establish the intellectual capital that positions Intrinsic as a differentiated partner to PE sponsors who expect tax insight to be integral to, not adjacent to, every transaction. Why Intrinsic Private, independent firm with significant employee ownership — when the firm wins, you win Integrated deal teams — work alongside experienced financial due diligence professionals who value tax as a strategic workstream, not an afterthoughtDirect access to PE sponsors and portfolio leadership — no layers between you and the stakeholders who depend on your analysisHybrid flexibility — based in Denver or Chicago with remote options and meaningful work-from-anywhere policiesGrowth trajectory — clear progression path within a high-impact practice at an inflection point This is not a compliance-heavy tax role or a staff augmentation position. You will operate as a strategic advisor to PE deal teams, bringing the tax perspective that shapes deal economics, protects downside, and accelerates post-close value creation." We need to ensure it's a single paragraph? Could be multiple

    but we can just one. **Responsibilities**: bullet points from "What You'll Do" sections. Let's extract each bullet: - Tax Due Diligence & Deal Advisory: * You Are The Senior Tax Professional On Every Deal You Touch. You Lead The Tax Diligence Workstream From Scoping Through Delivery, Ensuring Findings Are Accurate, Material, And Decision-useful. You Work Directly Inside The Deal Team, Not In a Silo, Coordinating With Financial Due Diligence Leads, Legal Counsel, And Client Stakeholders To Ensure Tax Considerations Are Integrated Into The Broader Transaction Narrative * Serve as the lead tax advisor on complex buy-side and sell-side transactions for private equity sponsors and middle-market businesses, overseeing due diligence processes, evaluating material tax risks and opportunities, and translating findings into strategic recommendations that drive deal value and mitigate transaction risk * Evaluate entity structures, intercompany arrangements, and historical filing positions to identify compliance gaps, potential liabilities, and opportunities for post-close optimization * Analyze federal income tax, state and local tax (SALT), employment tax, sales/use tax, and unclaimed property exposures as relevant to each transaction * Develop concise tax diligence reports for private equity sponsors and deal teams, synthesizing complex tax analyses into actionable recommendations that directly inform purchase price adjustments, escrow requirements, indemnification protections, and reps & warranties provisions. * Advise on tax-efficient structuring of corporate and flow-through transactions, including entity classification and selection and elective transaction frameworks - Cross-Functional Deal Coordination: * Tax Diligence Does Not Exist In Isolation. You Serve As The Strategic Connector Between Intrinsic’s Financial Due Diligence Teams, External Legal Counsel, And Client Deal Professionals, Ensuring Tax Findings Are Properly Contextualized Within The Broader Transaction * Coordinate with Intrinsic’s financial due diligence teams to align quality of earnings, working capital, and tax findings into a cohesive deal picture * Partner with client legal counsel on purchase agreement provisions, including tax representations, indemnities, and covenants * Collaborate with valuation professionals on purchase price allocation considerations and tax basis step-up analysis * Engage directly with target company finance teams, controllers, and external tax advisors to gather data, resolve open items, and validate positions - Practice Building: * You Will Build The Tax Diligence Function At Intrinsic. That Means Shaping Not Just What We Deliver, But How We Deliver It, And Who Delivers It Alongside You * Develop and refine the tax diligence methodology, templates, checklists, and report frameworks that become the foundation of a scalable practice * Contribute to firmwide knowledge-sharing by codifying technical insights, deal-specific lessons, and emerging tax developments into reusable intellectual capital * Partner with TAS and FAAS leadership to identify cross-sell opportunities and deepen Intrinsic’s value proposition to PE sponsors across the transaction lifecycle - Executive Communication & Stakeholder Counsel: * You present complex tax findings with clarity and conviction to PE deal teams, CFOs, and legal counsel. You do not just surface issues; you frame them in the context of deal economics, recommend paths forward, and guide stakeholders toward informed decisions. * You navigate difficult conversations where tax positions carry material financial consequences, and you do so with the confidence that comes from deep preparation and technical command. We'll combine into bullet list; each bullet can be a sentence or two. Might be long but okay. **Requirements**: from "What Makes You a Fit" first paragraphs: - You Bring Seasoned Transaction Expertise 15+ years of progressive M&A tax experience, transaction tax advisory, or tax due diligence at a Big 4 firm, Big Law firm, national advisory practice, or specialized tax consultancy, with significant exposure to middle-market PE-backed transactions - The ideal candidate possesses deep technical expertise in complex corporate and flow-through tax structuring and a proven track record of leading complex, high-stakes transactions with strategic tax insights that create significant value for PE clients - Serve as a trusted advisor on federal, state, and local tax due diligence matters for complex M&A transactions, with deep expertise in entity classification, tax-efficient structuring, partnership and pass-through taxation, nexus and apportionment, transaction cost analyses, and the preservation and optimization of tax attributes. Consistently delivers actionable insights that mitigate tax risk and enhance transaction value - Extensive experience identifying and quantifying transaction-related tax risks and opportunities, preparing detailed tax due diligence reports, and presenting findings to sponsors, investors, and deal teams. Provides strategic insights that drive purchase price adjustments, tax-specific indemnities, representations and warranties negotiations, and tax-efficient deal structuring - Extensive experience assessing state and local tax risks and opportunities in M&A transactions, including nexus determinations, apportionment methodologies, sales and use tax exposure, unclaimed property compliance, and voluntary disclosure considerations. Advises deal teams on the potential impact of SALT matters on valuation, purchase price adjustments, indemnification provisions, and post-acquisition value creation strategies - JD/LLM in Taxation, CPA, or equivalent credential strongly preferred We'll put each as

  • . **Skills**: from "You Carry Conviction In The Room" bullet points: - You communicate complex tax positions in plain-English terms that PE deal professionals, CFOs, and legal counsel can act on, without losing technical precision - You anticipate the questions sponsors will ask and prepare defensible, well-reasoned positions before they surface - You navigate competing priorities across deal
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