Senior M&A Tax Associate

Key Responsibilities

• Support 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
• Prioritize work across multiple client engagements and team member support
• Perform and summarize findings from tax research on complex issues
• Collaborate with cross-functional teams to provide a holistic approach to transaction advisory services
• Support managers in all aspects of client M&A projects from beginning to end

Qualifications

• Bachelor’s degree in accounting, finance, or a related field
• 3-4+ years of tax experience, with a focus on M&A, transaction advisory preferred, but candidates with general Business/Corporate Tax experience will also be considered
• 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 prioritize work across clients and internally with team members, including providing timely status updates
• Analytical thinker, detail-oriented, and client-focused with strong interpersonal and problem-solving abilities
• CPA, JD, or similar certification is preferred
• Public accounting, legal, 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
• 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

RÖDL USA is seeking an Experienced Senior M&A Tax Associate to join our team and drive excellence in tax strategies for complex 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 support project teams, collaborate across departments, and assist with preparing timely, accurate, and insightful client deliverables.

Workplace and Employment Type

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.

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
• 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

Why RÖDL?

We keep our employees current by supplying cutting-edge technology and access to learning opportunities
We invest in the growth of our team members through regular feedback sessions
We recharge as a team by celebrating deadlines and gathering at organized firm events
We applaud the achievement of both career and personal milestones for individual team members on a firm-wide basis

Stay Up-to-Date

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Take the first step in ‘ACHIEVING’ together with RÖDL by visiting our Careers Page:

Get to Know RÖDL:

Our focus on the accounting, assurance, and tax needs of foreign, family-owned midsized ("Mittelstand") businesses operating in the U.S. carries forward from our two founding firms. RÖDL (founded in 1977 in Nuremberg, Germany) and Langford de Kock & Co. (founded in 1976 in Atlanta, GA) and their merger in 2001.

As the preferred accounting, auditing, tax, and business consulting professional services firm of German-speaking and other international entities, you will benefit from the extensive experience of our U.S. certified public accountants, as well as our bilingual staff of professionals, many of whom also carry international certifications (StB, WP, Dottori Commercialisti, CA).

At RÖDL, our integrated approach to client success revolves around collaboration. We prioritize internal synergy, ensuring seamless integration across departments to guarantee holistic client support. Additionally, our thorough oversight involves equipping managers and seniors with the necessary tools for effective performance and deadline adherence. These principles underscore our commitment to excellence in client service.

Rödl Management, Inc. is an Equal Opportunity Employer.