Senior Tax Manager, Mergers & Acquisitions

About the Role

Aprio is a progressive, fast-growing firm looking for a Senior Tax Manager, Mergers & Acquisitions to join their dynamic Specialty Tax team. This role serves as a technical and client-service leader responsible for managing complex transaction tax engagements, developing team members, expanding client relationships, and supporting the growth of the M&A practice.

Responsibilities

• Client Service & Technical Leadership
  • Lead and manage complex M&A tax engagements, including buy-side tax due diligence, sell-side tax consulting, transaction structuring, post-transaction integration planning, tax attribute analysis, Section 382 studies, Section 280G analysis, Section 1202 consulting, and executive compensation and transaction-related tax consulting.
  • Review tax due diligence reports, technical memoranda, and client deliverables for quality, accuracy, and completeness.
  • Identify tax risks, exposures, opportunities, and planning strategies related to transactions.
  • Advise clients and internal stakeholders on the tax implications of mergers, acquisitions, divestitures, restructurings, joint ventures, and recapitalizations.
  • Research and analyze complex federal and state tax issues affecting transaction structures.
  • Serve as a trusted advisor to clients throughout all phases of the transaction lifecycle.
• Engagement Management
  • Lead multiple engagements simultaneously while managing deadlines, budgets, and resource allocation.
  • Ensure projects are delivered efficiently and meet Aprio quality and risk management standards.
  • Monitor engagement economics, realization, WIP, billing, and profitability.
  • Collaborate with Specialty Tax, Transaction Advisory, International Tax, SALT, Legal, and other internal service teams.
  • Manage client communications and act as the primary day-to-day relationship lead for key accounts.
• Practice Development & Growth
  • Support practice growth through business development efforts and relationship expansion.
  • Identify opportunities to cross-sell Aprio services across existing client relationships.
  • Assist in developing proposals, presentations, thought leadership, and marketing initiatives.
  • Participate in networking activities, industry events, and referral-source development.
  • Support Directors and Partners in pursuing strategic growth opportunities within the M&A marketplace.
• Leadership & Talent Development
  • Supervise, coach, and mentor Managers, Senior Associates, Associates, and offshore resources.
  • Provide ongoing feedback, career development guidance, and performance coaching.
  • Assist with recruiting, interviewing, onboarding, and retention efforts.
  • Develop technical training materials and facilitate internal training sessions.
  • Promote a culture of accountability, collaboration, continuous improvement, and client service excellence.
• Risk Management & Quality Control
  • Ensure compliance with Aprio policies, engagement standards, and risk management requirements.
  • Escalate significant technical, independence, or client acceptance issues when appropriate.
  • Support quality control reviews and technical consultations.
  • Maintain awareness of emerging tax law developments and transaction trends.
  • Help drive process standardization and continuous improvement initiatives across the M&A practice.

Qualifications

• Bachelor's degree in Accounting, Finance, Taxation, or related field.
• CPA, JD, LLM (Tax), or equivalent professional credential required.
• 8–12+ years of progressive tax experience, including significant M&A transaction tax experience.
• Experience within a national or large regional public accounting firm preferred.
• Extensive knowledge of corporate taxation, partnership taxation, tax due diligence, transaction structuring, Section 382, Section 280G, Section 1202, tax attribute analysis, and related federal tax concepts.
• Proven ability to lead complex client engagements and manage multiple deadlines simultaneously.
• Strong project management, client relationship management, and business development skills.
• Advanced analytical, research, communication, and presentation abilities.
• Strong proficiency with Microsoft Excel, Word, PowerPoint, and tax research platforms.

Success Measures

A successful Senior Manager will maintain high levels of client satisfaction and engagement quality; deliver projects on time and within budget; develop and mentor future leaders within the practice; drive profitable growth through client expansion and business development; support strong realization, WIP management, and engagement economics; serve as a recognized technical resource within the M&A Specialty Tax practice; and contribute to a scalable, repeatable delivery model that supports continued growth of the M&A service line.

Pay

$170,600 - $285,000 a year. The salary range for this opportunity is stated above. As such, an actual salary may fall closer to one or the other end of the range, and in certain circumstances, may wind up being outside of the listed salary range.

Benefits

• Medical, Dental, and Vision Insurance on the first day of employment
• Flexible Spending Account and Dependent Care Account
• 401k with Profit Sharing
• 9+ holidays and discretionary time off structure
• Parental Leave – coverage for both primary and secondary caregivers
• Tuition Assistance Program and CPA support program with cash incentive upon completion
• Discretionary incentive compensation based on firm, group and individual performance
• Incentive compensation related to origination of new client sales
• Top rated wellness program
• Flexible working environment including remote and hybrid options

Schedule

Full-time team member position with a flexible working environment including remote and hybrid options and a discretionary time off structure.