Senior - Transaction Tax

About the role

CLA is seeking a Senior – Transaction Tax to join our Transaction Tax practice. This role involves participating in tax due diligence, structuring, modeling, and other special project engagements related to acquisitions and dispositions by private equity investor groups, family offices, and strategic buyers. Responsibilities also include performing tax research of transaction-related federal, state/local, and international tax matters, working with specialty tax groups, training, mentoring, and providing feedback to tax staff, keeping client teams informed of engagement progress, and participating in business development activities.

Responsibilities

• Participate in tax due diligence, structuring, modeling, and other special project engagements related to acquisitions and dispositions by private equity investor groups, family offices, and strategic buyers
• Perform tax research of transaction-related federal, state/local, and international tax matters
• Work with CLA specialty tax groups as needed (SALT, Global Tax and Federal Tax Solutions)
• Perform tax due diligence projects through a review of tax returns, legal documents, and financial statements, and write and review tax due diligence reports
• Train, mentor, and provide meaningful real-time feedback of tax staff
• Keep client team informed of engagement progress and issues encountered
• Keep up to date with new federal, state and international tax developments
• Participate in internal and external business development activities to develop relationships and the CLA brand

Requirements

• Bachelor's Degree in Accounting, Finance, or a related field required
• Minimum of 2 years of relevant experience required
• Experience in business services or consulting is preferred
• Eligible to sit for CPA exam preferred

Qualifications

• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Proficiency in Microsoft Office Suite

Skills

• Tax research and analysis
• Tax due diligence
• Transaction structuring and modeling
• Client relationship management
• Business development

Benefits

Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range. The compensation range for this position varies based on location.

To view a complete list of benefits, including health, dental, vision, 401k, and more, click here.