Managing Director, M&A Tax Diligence
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Job Description
Managing M&A tax diligence for Intrinsic’s private-equity transaction advisory practice. Leading transaction risk analysis, deal structuring, and practice-building for PE sponsors.
Responsibilities:
- Build and lead Intrinsic’s M&A tax diligence capability within Transaction Advisory Services
- Own the tax diligence workstream across multiple concurrent transactions from scoping through delivery
- Serve as lead tax advisor on complex buy-side and sell-side transactions for private equity sponsors and middle-market businesses
- Evaluate entity structures, intercompany arrangements, and historical filing positions
- Analyze federal income tax, state and local tax, employment tax, sales/use tax, and unclaimed property exposures
- Develop concise tax diligence reports and translate analyses into recommendations for purchase price adjustments, escrow requirements, indemnification protections, and representations and warranties
- Advise on tax-efficient structuring of corporate and flow-through transactions
- Coordinate with financial due diligence teams, legal counsel, valuation professionals, client deal professionals, finance teams, controllers, and external tax advisors
- Develop tax diligence methodology, templates, checklists, and report frameworks
- Codify technical insights, deal lessons, and emerging tax developments into reusable intellectual capital
- Identify cross-sell opportunities with TAS and FAAS leadership
- Present complex tax findings and advise PE deal teams, CFOs, and legal counsel
- Build the tax diligence team and establish the practice’s intellectual capital
Requirements:
- 15+ years of progressive M&A tax experience, transaction tax advisory, or tax due diligence
- Experience at a Big 4 firm, Big Law firm, national advisory practice, or specialized tax consultancy
- Significant exposure to middle-market PE-backed transactions
- Deep technical expertise in complex corporate and flow-through tax structuring
- Proven track record leading complex, high-stakes transactions
- Expertise in entity classification, tax-efficient structuring, partnership and pass-through taxation, nexus and apportionment, transaction cost analyses, and preservation and optimization of tax attributes
- Experience identifying and quantifying transaction-related tax risks and opportunities
- Experience preparing detailed tax due diligence reports and presenting findings to sponsors, investors, and deal teams
- Extensive experience assessing state and local tax risks, including nexus determinations, apportionment methodologies, sales and use tax exposure, unclaimed property compliance, and voluntary disclosure considerations
- JD/LLM in Taxation, CPA, or equivalent credential strongly preferred
- Ability to communicate complex tax positions in plain-English terms
- Ability to navigate competing priorities across deal teams, management, auditors, and legal advisors
- Ability to develop methodology, templates, and playbooks
- Ability to hire, provide feedback, create stretch opportunities, and develop people
Benefits:
- Performance-based bonus with significant upside
- Medical, dental, and vision insurance
- 401(k) plan with employer contribution
- Paid time off, including vacation, sick leave, and company holidays
- Paid parental leave
- Hybrid and remote work flexibility
- Professional development support and continuing education reimbursement
- Participation in the firm's employee ownership model
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