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 pursue Applies advanced project management skills to successfully manage single engagements from start to finish, seeking guidance from upper management as needed  Explains each of the steps involved in the TAS Tax process and/or SOW and begin to execute them effectively  Drafts high level scope and request list of data needed to perform work with minimal guidance  Effectively organizes large amounts of data and tracks data provided and what is still pending from client  Prepares agenda and preliminary questions for due diligence calls; Leads calls effectively with minimal intervention from upper management  With 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 businesses  Participates 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 company  Discerns when expertise from specialty groups are needed; crafts internal communication to National Tax Office and other internal experts for leadership review  Writes concise and accurate drafts of tax due diligence reports and technical memos that require minimal revision from upper management  With 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 assumptions  Reviews and edits reports, narratives, and models of lower level staff, and guides them in building their writing and analysis acumen  Develops and presents M&A tax technical internal training sessions  Identifies opportunities to expand business and relays to upper management  Supports as directed in the drafting of compelling proposals, RFP responses, and presentations Manages risk and financial performance of engagements including budgeting, billing and collection Other duties as required

Supervisory Responsibilities:

Supervises staff and senior associates on all projects and engagements Acts 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, preferred Juris Doctor (JD) or Master of Laws (LLM) with a focus on tax, preferred  Master’s degree in Accounting or Tax, preferred Bachelor’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, required Two (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, required Possession of other professional degrees or certifications applicable to the role, preferred CPA 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, required  Proficient in MS Outlook, Word, and PowerPoint, required Utilizes tax research databases including BNA, CCH Intelliconnect, and Checkpoint, preferred

Language:

N/A

Other Knowledge, Skills, & Abilities:

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
 

 

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.
 
Colorado Range: $155,000 - $172,000  
Washington Range: $155,000 - $172,000