Tax Manager – Mergers & Acquisitions

About the role

We offer the expertise and opportunities of a large accounting firm, while providing a commitment to culture, a family-like work atmosphere, and work/life balance. As a Mergers & Acquisitions Tax Manager, you will work directly with our tax and transaction advisory services partners, managing a variety of projects related to buy-side and sell-side transactions for clients and sharing responsibility with partners for engagement management and client communications.

Responsibilities

• Applies and interprets U.S. federal income tax law as it relates to tax due diligence exercises
• Manages project workflow from beginning to end
• Recognizes potential issues early in the engagement and communicates them to the engagement partner and team
• Demonstrates expert knowledge and understanding of analytical tools and technical issues
• Reviews and advises on technical research memorandum
• Applies relevant law to particular clients and circumstances, including IRC Section 382 studies, IRC Section 280G analyses, IRC Section 1202 analyses
• Develops effective working relationships with clients and firm associates
• Thinks strategically about client needs by understanding their business and key risks
• Maintains client relationships through effective and professional communication; proactively asks for feedback to maximize client satisfaction
• Promotes additional services to clients when appropriate
• Stays abreast of current economic and business events
• Builds and maintains positive relationships across the firm; works with other client service teams in the tax department to assist clients before, during, and after transactions
• Delegates responsibility, providing proper instructions, monitoring, and coaching
• Facilitates and conducts training for lower-level associates
• Manages projects by scheduling associates, tracking completion, and managing the budget
• Maintains open communication with the team regarding project progress
• Participates actively in training and developmental opportunities, both as an attendee and as a facilitator
• Manages client billing and client inquiries
• Represents the goals of the firm consistently, both internally and externally
• Networks to advocate for Bennett Thrasher and help identify new business opportunities

Requirements

• Undergraduate degree required; Master’s preferred
• CPA or JD required
• 3+ years of M&A tax experience
• Advanced knowledge of Federal and State income tax laws and principles of individual and business taxation
• Strong skills in tax research and writing preferred
• Excellent written and verbal communication skills
• Strong commitment to professional and client service excellence
• Proven time management, organizational, and prioritization skills
• Ability to effectively manage multiple engagements simultaneously