Tax Experienced Manager, Transaction Advisory Ser

Job Summary:

The Tax Experienced Manager, Transaction Advisory Services is an essential team member that will work to ensure engagements are executed timely and that client expectations are met, if not exceeded and support the overall delivery of the national TAS strategy. Our M&A Tax (TAS) practice services include deal structuring, due diligence, post-deal integration, tax attribute management, and opinions and ruling requests.

Job Duties:

Serves as a member of multiple client engagement teams, participating in due diligence and structuring engagements related to transactions that private equity and strategic corporate entities pursueApplies advanced project management skills to successfully manage single engagements from start to finish, seeking guidance from upper management as neededExplains each of the steps involved in the TAS Tax process and/or SOW and begin to execute them effectivelyDrafts high level scope and request list of data needed to perform work with minimal guidanceEffectively organizes large amounts of data and tracks data provided and what is still pending from clientPrepares agenda and preliminary questions for due diligence calls; Leads calls effectively with minimal intervention from upper managementWith technical guidance from upper management, identifies and analyzes tax risks and opportunities while advising both strategic and financial buyers and sellers on alternative tax strategies for acquisition, disposition, and restructuring of businessesParticipates meaningfully on tax due diligence calls, walking clients through the agenda and asking probing, fact finding questions to gather information and understand structure of the companyDiscerns when expertise from specialty groups are needed; crafts internal communication to National Tax Office and other internal experts for leadership reviewWrites concise and accurate drafts of tax due diligence reports and technical memos that require minimal revision from upper managementWith guidance from more senior team members, prepares basic tax models, including step-up / tax benefit analyses, calculation of "make-whole" payments, and tax "leakage", that include a clearly written narrative and list of assumptionsReviews and edits reports, narratives, and models of lower level staff, and guides them in building their writing and analysis acumenDevelops and presents M&A tax technical internal training sessionsIdentifies opportunities to expand business and relays to upper managementSupports as directed in the drafting of compelling proposals, RFP responses, and presentationsManages risk and financial performance of engagements including budgeting, billing and collectionOther duties as required

Supervisory Responsibilities:

Supervises staff and senior associates on all projects and engagementsActs as a career advisor to Associates and Senior Associates, as applicable

Qualifications, Knowledge, Skills and Abilities:

Education:

Bachelor's degree, required; major in Accounting, Finance, Economics, or Statistics, preferredJuris Doctor (JD) or Master of Laws (LLM) with a focus on tax, preferredMaster's degree in Accounting or Tax, preferredBachelor's degree, J.D., LL.M. in Taxation, and/or Master's in Taxation (MST) from an accredited college/university, required

Experience:

Seven (7) or more years of experience in professional services, requiredTwo (2) or more years of TAS specific experience, preferred

License/Certifications:

CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent ("EA"), or the equivalent of one of these designations, requiredPossession of other professional degrees or certifications applicable to the role, preferredCPA License and/or J.D., preferred

Software:

Advanced proficiency in Microsoft Excel used to create spreadsheets to quantify tax exposure, manipulate data, and build models, requiredProficient in MS Outlook, Word, and PowerPoint, requiredUtilizes tax research databases including

BNA, CCH

Intelliconnect, and Checkpoint, preferred

Language:

N/AOther Knowledge, Skills, & Abilities:

Experience managing multiple client engagements an client service teamsExcellent verbal and written communication skillsAbility to articulate complex information when providing crucial negotiation insights, etc.

Strong self-motivation with the ability to work in a dynamic, time-sensitive environment with varying deliverables and changing requirementsMust be technically competent across multiple US federal, international and state income tax disciplinesFundamental working knowledge of all or essentially all non-income based federal, state and foreign tax regimes, including but not limited to indirect, payroll, property and ad valorem taxesUnderstanding of US GAAP, including the accounting for income tax principlesExperience with tax controversy and procedureAbility and willingness to travel, when necessary Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.

National Range:

$150,000•$200,000

Maryland Range:

$150,000•$200,000

NYC/Long Island/Westchester Range:

$150,000•$200,000 All qualified applicants will receive consideration for employment without regard to race, age, color, religion, sex, national origin, disability, protected veteran status, or any other classification protected by law.