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Senior Manager, Transaction Advisory Services

Job Details

ORBA - Chicago, IL

Description

Position Summary:

ORBA’s growing practice has an opening for a Transaction Advisory Analyst to help clients analyze, structure and manage the entire transaction process.  You will join ORBA’s team of highly talented professionals at every stage from structuring businesses for possible eventual sale, preliminary analysis of existing companies for future transactions to post transaction review and financial reporting.  As part of our team, you will work closely with company executives and ORBA’s leadership team to help analyze tax and legal structure, letters of intent, purchase agreements and related documents along with financial statements to provide our clients the information and advice they need to make critical decisions.   You will be responsible for research and due diligence activities related to transactions. 

 

Essential Job Functions:

  • Review and communicate tax consequences of transactions for both the business entity and its individual owners and provide commentary and suggestions based on client’s needs.
  • Structure transactions in a tax efficient manner and assist in negotiations as needed.
  • Recognize and communicate the impact to value of deal terms within acquisition documents (i.e. LOI, purchase agreements, etc.).
  • Re-compute, interpret and review net working capital adjustments, earn out calculations and related items throughout the payout term.
  • Lead financial and tax due diligence engagements on both the buy and sell side of transactions.
  • Respond timely to due diligence requests, analyze requests and create due diligence needs lists and follow up requests.
  • Review and interpret operating agreements to assist tax preparers with tax, income and distribution allocations.
  • Perform and review detailed tax research for sophisticated transactions as needed.
  • Grow and develop ORBA’s Transaction Advisory department

Qualifications

Experience and Skills:

 

  • JD with a CPA is preferred
  • 5+ years in a law firm with experience working with transactions and corporate law.
  • Strong command of Microsoft Word, Excel and PowerPoint.
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  • Strong analytical and problem-solving skills
  • Ability to work independently and prioritize tasks while working on multiple assignments
  • Strong written and verbal communication skills
  • Ability to demonstrate sound judgment and analyze problems logically and comprehensively, distinguishing between relevant and irrelevant information
  • Ability to handle sensitive/confidential matters in a tactful and discreet manner
  • Ability to interface with a variety of management levels

 

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