Transaction Tax Senior Associate

About the role

Ranked among the largest accounting and consulting firms in the country and consistently recognized as a Great Place to Work, Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared success through teamwork, energy, and expertise. We approach today’s toughest business challenges with a client-first mindset, working together to create exceptional value. We are all committed to making a difference for our people, our clients, our community, and our professions.

Responsibilities

• Execute federal and state tax due diligence on M&A transactions, including identification and quantification of historical tax exposures across income, sales and use, payroll and unclaimed property
• Analyze target tax attributes and model the impact of transaction structuring alternatives — including Section 338(h)(10) and 336(e) elections, Section 382 limitations on net operating loss (NOL) utilization, basis step-ups, Section 704(c) built-in gain or loss allocations and Section 751 hot asset considerations
• Review target tax profiles across entity types, including consolidated C corporation groups, S corporations, partnerships, LLCs and pass-through structures
• Draft tax diligence reports, structuring memoranda and step plans suitable for delivery to PE deal teams, lenders and legal counsel
• Collaborate with internal and external workstream leads — financial due diligence, valuation, legal and quality of earnings providers — to deliver an integrated view of deal risk
• Support transaction execution, including review of purchase agreement tax provisions (representations, indemnities, tax matters, Section 338(h)(10) language) and post-close integration planning
• Manage day-to-day client communication on assigned workstreams and present findings directly to deal team leads

Requirements

• Bachelor’s degree in Accounting, Finance or related field
• Active CPA or demonstrated progress toward completion desired; JD acceptable in lieu of CPA for candidates with corresponding tax experience
• Minimum two years of progressive tax experience within a national or large regional CPA firm supporting M&A activities or preparing/reviewing federal and state returns for multi-state filers
• Strong written communication skills, with the ability to convert complex technical analysis into concise, client-ready deliverables
• Prioritize and manage competing deadlines across multiple live deals
• Self-starter mindset and comfort operating in a fast-moving, entrepreneurial environment

Preferred Qualifications

• Master of Accountancy (MAcc), Master of Science in Taxation (MST) or LL.M.
• Exposure to PE-backed portfolio companies or PE sponsor clients
• Familiarity with deal lifecycle documents (LOI, purchase agreements, disclosure schedules)
• Working knowledge of U.S. federal income tax rules applicable to M&A transactions, including subchapters C, K and S, consolidated return regulations, and Sections 338, 336(e), 382 and 1060

Benefits

Cherry Bekaert offers competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate’s work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.

Pay

$95,600 - $140,400

Schedule

Full-time