M&A Tax Senior Associate

Regal Executive Search
San Francisco, CA
Full-time

M&A Tax Senior Associate

Job Summary

We believe our Transaction Advisory Services (TAS) practice offers the potential for career advancement in an environment that emphasizes talent retention.

Our TAS leadership prioritizes each team member’s professional and personal development. By choosing us, you are joining not only a high growth profitable practice, but also a culture of helping people thrive every day.

You will play a key part in continuing to grow the #1 Most Active M&A Advisor Globally

We are invested in innovation, embedding cutting-edge and sophisticated data analytics tools into our engagement process, which allows our teams to provide our clients with deeper insights to make critical decisions.

Our philosophy and holistic approach to servicing our M&A clients are designed to maximize the outcome of their transactions.

As a TAS professional you will be a critical component of this effort, collaborating with other practice areas to offer our clients an array of pre- and post-transaction services.

We have an important story to tell, one that is unique to us and one that we believe is the most compelling in the public accounting and professional services arena.

We couldn’t be more excited about sharing our story with you.

The Transaction Advisory Services Tax Senior Associate 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 Transaction Advisory Services Tax strategy.

The Mergers and Acquisitions (M&A) Tax group, part of the Transaction Advisory Services (TAS) practice services include deal structuring, due diligence, post-deal integration, tax attribute management, and opinions and ruling requests.

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 pursue

  • Identifies and analyzes tax risks and opportunities while advising both strategic and private equity buyers and sellers on alternative tax strategies for acquisition, disposition, and restructuring of businesses
  • Assists in reviewing and analyzing merger agreements and providing opinion letters
  • Reviews, assesses and advises clients regarding the tax computations reflected in their financial models, and assists clients in the quantitative and qualitative analysis of the tax data in their financial projections for the transaction
  • Manages risk and financial performance of engagements including budgeting, billing and collection
  • Works closely with and manages colleagues from offices around the world
  • Develops and mentors subordinates in order to support career satisfaction and progression
  • Other duties as required

Supervisory Responsibilities :

Supervises staff on projects and engagements

Qualifications

Education :

  • Bachelor’s degree required
  • J.D., LL.M. in Taxation, and / or Master’s in Taxation (MST) from an accredited college / university preferred

Experience :

Two (2) or more years of relevant experience

License / Certifications :

CPA License and / or J.D. preferred

Software :

Strong Excel, Word and PowerPoint skills preferred

Other Knowledge, Skills & Abilities :

  • Excellent tax research skills, including mastery of Checkpoint, CCH and / or Lexis
  • Experience managing multiple client engagements an client service teams
  • Excellent verbal and written communication skills
  • Ability 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 requirements
  • Must be technically competent across multiple US federal, international and state income tax disciplines
  • Fundamental 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 taxes
  • Understanding of US GAAP, including the accounting for income tax principles
  • Experience with tax controversy and procedure
  • Ability and willingness to travel, when necessary
  • 30+ days ago
Related jobs
Promoted
EisnerAmper
San Francisco, California

Perform tax research and draft tax memoranda on a broad range of federal tax issues. As the largest service line within the firm, EisnerAmper's Tax Group does not only provide trusted and innovative tax solutions to its clients, but it creates new opportunities for employees to grow, both personally...

Promoted
Eisneramper
San Francisco, California

EisnerAmper is seeking a Tax Senior Associate to join the Private Client Services (PCS) practice. Prepare and review tax returns for individuals, partnerships, corporations, and other entities, ensuring accuracy and compliance with applicable tax laws and regulations. Collaborate with other tax prof...

Promoted
EisnerAmper LLP
San Francisco, California

Perform tax research and draft tax memoranda on a broad range of federal tax issues. As the largest service line within the firm, EisnerAmper's Tax Group does not only provide trusted and innovative tax solutions to its clients, but it creates new opportunities for employees to grow, both personally...

Promoted
KPMG
San Francisco, California

Direct multinational enterprises on business decisions, such as where to locate and operate, choice of entity, how to optimize supply chains, and how to access and mobilize capital to fund global operations, taking into account a multinationals tax risk profile, global effective tax rate, and cash p...

Promoted
EisnerAmper LLP
San Francisco, California

EisnerAmper is seeking a Tax Senior Associate to join the Private Client Services (PCS) practice. Prepare and review tax returns for individuals, partnerships, corporations, and other entities, ensuring accuracy and compliance with applicable tax laws and regulations. Collaborate with other tax prof...

Alan N. Daum And Associates
San Francisco, California

Due to continued growth, we are currently seeking a Tax Senior with 2+ years of public accounting experience. We are a well, established, highly profitable regional CPA firm dedicated to providing international tax services, with a specialization in Japanese clients. Preparing Federal and multi-stat...

Baker Tilly US, LLP
San Francisco, California

You will enjoy this role if: You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and...

Elite Sourcing LLC
San Rafael, California

We are currently working with a full-service CPA firm in San Francisco seeking a Senior Tax Associate with a focus on Tax Review. They provide a full scale of traditional tax, accounting, assurance services, financial, risk, and transaction advisory services. Experience in preparing business and ind...

PwC US Tax LLP
San Francisco, California

As a Senior Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. SummaryA career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax complianc...

RSM
San Francisco, California

Assist other senior members of the M&A Tax and International Tax practices on various cross border tax issues such as permanent establishment, corporate reorganizations, Section 367, Subpart F, and non-US direct and indirect tax issues. As an M&A International Tax Senior, you be part of a team who w...