What are the responsibilities and job description for the Tax Manager – Mergers & Acquisitions position at Bennett Thrasher?
At Bennett Thrasher, we offer the expertise and opportunities of a large accounting firm, while providing a commitment to culture and a family-like work atmosphere. By joining our firm, you’ll have immediate opportunities to collaborate on meaningful work with clients in a variety of industries, and work together with other associates across practices. You’ll not only be able to dive into challenging projects with a diverse set of clients, you’ll also have opportunities to participate in firm activities that reflect your individual passions; from our Business Resource Groups to the BT Foundation.
We work hard to help our clients solve challenges, but we also believe in taking time for what matters and offer benefits for you that reflect this mindset. We offer a competitive benefits program that includes generous vacation time, exceptional opportunities for growth and flexibility in both our dress code and work model. Apply today to learn more about how you can excel in a career with Bennett Thrasher.
Bennett Thrasher (“BT”) has an opening for a Mergers & Acquisitions Tax Manager. This individual will be working with Partners and Managers 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.
Responsibilities
We work hard to help our clients solve challenges, but we also believe in taking time for what matters and offer benefits for you that reflect this mindset. We offer a competitive benefits program that includes generous vacation time, exceptional opportunities for growth and flexibility in both our dress code and work model. Apply today to learn more about how you can excel in a career with Bennett Thrasher.
Bennett Thrasher (“BT”) has an opening for a Mergers & Acquisitions Tax Manager. This individual will be working with Partners and Managers 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.
Responsibilities
- 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
- Develops effective working relationships with clients and firm associates
- 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
- 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.
- 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
- 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
- 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
- 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