Tax Manager - Mergers & Acquisitions

Tax Manager – Mergers & Acquisitions

Job purpose

Working with Partners, Managers are expected to play a key role in leading, mentoring and coaching team members. The M&A Tax Manager will work with the Partners to manage a variety of projects related to buy-side and sell-side transactions for clients. Managers share responsibility with partners for management of engagements and client communications while promoting a collaborative environment to bring value to clients and maintaining the highest technical and professional standard.

Duties and responsibilities

Commitment to Client Service

• Develops effective working relationships with clients and firm associates
• Works effectively in teams to provide quality service to clients
• Thinks strategically about client needs by understanding their business and key risks
• Maintains client relationships through effective and professional communication; proactively asks for feedback on improvements in order to maximize client satisfaction
• Able to develop unique solutions to client issues
• Promotes additional services to client when appropriate
• Stays abreast of current economic and business events

Technical Skills

• Exhibits a high-level understanding of technical requirements, procedures and principles of corporate and partnership mergers and acquisition transactions.
• Applies and interprets U.S. federal income tax law as it relates to tax due diligence exercises
• Manages project workflow from beginning to end
• Recognizes potential issues early in the engagement and communicates them to the engagement partner and team
• Demonstrates expert knowledge and understanding of analytical tools and technical issues
• Ability to work with large, complex data sets to build models and provide insights to clients
• Reviews and advises on technical research memorandum
• Ability to apply relevant law to particular clients and circumstances
• IRC Section 382 studies, IRC Section 280G analyses, IRC Section 1202 analyses

Leading People

• Builds and maintains positive relationships across the firm. Work with other client service teams in tax department to assist clients before, during, and after transactions.
• Contributes and supports new ideas
• Promotes work-life balance for associates
• Effectively delegates responsibility providing proper instructions, monitoring and coaching
• Conducts training for lower level associates
• Manages projects by scheduling associates, tracking completion and managing the budget

Business Results

• Maintains open communication with team regarding the progress of completion on projects
• Participates actively in training and developmental opportunities, both as an attendee and as a facilitator
• Manages client billing and client inquiries
• Develops appropriate fee quotes for new tax engagements
• Enters time daily

Executive Presence

• Participates in Firm events
• Commits to outside reading, studying and professional growth
• Represents the goals of the firm of the firm on a consistent basis internally and externally
• Networks to promote Bennett Thrasher business and bring in new clients

Qualifications

Qualifications include:

• Undergraduate degree required, Master’s preferred
• CPA or JD required
• 5+ years of M&A tax experience is required, preferably with a Big Four, National or Regional firm.
• Advanced knowledge of Federal and State income tax laws and principles of individual and business taxation is required
• Strong skills in tax research and writing preferred
• Excellent written and verbal communication skills
• Strong commitment to professional and client service excellence
• Proven time management, organizational and prioritization skills
• Ability to effectively manage multiple engagements simultaneously 

Bennett Thrasher is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.

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