M&A Tax Manager

Posted 3ds ago

Employment Information

Education
Salary
Experience
Job Type

Report this job

Job expired or something wrong with this job?

Job Description

M&A Tax Manager leading buy-side and sell-side transaction tax engagements at CBIZ. Advising clients on maximizing opportunities related to mergers and acquisitions.

Responsibilities:

  • Participate and lead buy-side and sell-side transaction tax engagements
  • Perform tax due diligence to related middle market companies and private equity investors
  • Applying and interpreting U.S. federal income tax law as it relates to tax due diligence exercises
  • Write detailed reports to present diligence findings to clients
  • Responsible for engagement management, including preparing and presenting tax findings and concepts
  • Advise clients on how to maximize opportunities and minimize risks related to mergers and acquisitions and provide recommendations in the context of valuation and deal structuring alternatives
  • Develop and propose creative solutions to engagement and transaction risks and effectively manage problem resolution
  • Review and critique project databooks and reports prepared by project team members
  • Interface with senior executives of clients and target companies
  • Advise clients on preparation for exit and help solve any lingering tax issues prior to close
  • Display the ability to manage and prioritize team responsibilities, and proactively consult with Directors and Managing Directors
  • Work on multiple projects of varying size and complexity
  • Play an integral role in developing relationships with current and prospective clients, identify market opportunities and articulate our value proposition

Requirements:

  • Bachelor’s degree
  • 5 years of experience in public accounting or related field
  • 3 years supervisory experience
  • Must have active CPA or equivalent certification
  • Ability to manage all aspects of client engagements
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Must be able to travel based on client and business needs
  • Proficient use of applicable technology