Senior Tax Manager, Transactional Services

Responsibilities

• Manage transaction tax engagements end-to-end, working closely with the Practice Leader and cross-functional teams (R&D, cost segregation, transfer pricing).
• Lead transaction cost analyses under Section 263(a)/INDOPCO, including success-based fee analysis and the Rev. Proc. 2011-29 safe harbor election, with supporting documentation studies.
• Perform Section 382/383 ownership change analyses and limitation calculations, including NUBIG/NUBIL determinations and Section 338 approach modeling.
• Support buy-side and sell-side tax due diligence: exposure identification, attribute analysis (NOLs, credits, E&P), and structuring considerations (stock vs. asset, Section 338(h)(10)/336(e) elections).
• Own project execution: status updates, timelines, technical issue-spotting, and deliverable management.
• Collect, format, and analyze large datasets to build complex calculation models and support tax positions.
• Draft and/or review technical memoranda (opinion letters, IRS responses, ruling requests) and support audit readiness, including UTP/FIN 48 reserve considerations.
• Mentor, train, and supervise junior team members; ensure consistent quality and best practices.

Additional Specialty Tax / Integration Responsibilities

• Advises on post-acquisition treatment of R&D credits and base amounts under Section 41(f)(3), including short-year and amended return implications.
• Supports Section 280G golden parachute analyses (identification of disqualified individuals, valuation of parachute payments, shareholder approval exceptions).
• Leads/supports E&P studies, stock basis studies, and transaction-driven earnings and attribute computations.
• Coordinates purchase accounting support: purchase price allocations, fixed asset step-up, cost segregation on acquired assets, and depreciation method/class-life reviews.
• Affords clients with Section 174 capitalization/amortization modeling in the context of acquisitions and dispositions.

What You Need to Succeed

• Bachelor’s degree in Accounting, Economics, Finance, or related field; CPA, JD, or MST strongly preferred.
• 5+ years of hands-on M&A / transaction tax experience with client interaction and engagement management (Big 4 or national firm transaction tax practice experience is a plus).
• Working technical command of Sections 263(a), 382/383, 338, 280G, and 1060, and familiarity with federal consolidated return concepts.
• Strong analytical, research, organizational, and project-management skills; comfort managing multiple deals in a deadline-driven environment.
• Excellent written and verbal communication skills; ability to translate technical concepts for deal teams, private equity sponsors, and client stakeholders.
• Demonstrated people leadership: training, supervising, and reviewing work for quality.

What We Offer

• A collaborative team culture with opportunities for career development.
• Ample opportunities to be recognized, build valuable skills, and grow your career.
• Generous vacation policy, including paid parental leave.
• Comprehensive health plans with FSA and HSA options.
• 401(k) retirement plan.
• Life and disability insurance coverage.
• Supplemental benefits like a dependent care savings plan, pet insurance, will preparation, and an employee assistance program.

About Us

At Exactera, a FinTech SaaS start-up founded in 2016, we stand at the intersection of human and machine intelligence. Our corporate tax solutions are powered by AI and cloud-based technologies, serving customers worldwide. With over $100 million in funding from Savant Venture Fund and Insight Partners, we are poised for growth. We are committed to diversity, inclusion, and equal opportunities for all.