Tax Manager | Partnership Transactions & Planning | M&A

Location: Charlotte, NC

Schedule: Hybrid – 2 days onsite / 3 days remote

Compensation: $160,000–$170,000 base 15% bonus

Employment Type: Direct Hire

Position Overview

Our large, established corporate client is seeking an experienced Tax Manager – Partnership Transactions & Planning to join its corporate tax team. This is a highly visible role offering a unique combination of partnership taxation, post-acquisition integration, strategic tax planning, and cross-functional project management.

The ideal candidate will bring strong technical partnership tax expertise, experience managing complex tax projects, and the ability to independently coordinate integration activities following acquisitions.

This is an excellent opportunity for a tax professional who enjoys the strategic and operational side of taxation and wants to expand beyond traditional tax compliance responsibilities.

Key Responsibilities

• Post-Acquisition Integration: Lead and manage tax integration activities for newly acquired businesses, ensuring a smooth transition of tax processes, compliance requirements, and reporting responsibilities.
• Partnership Taxation: Serve as a technical resource on partnership tax matters, including compliance, structuring, research, and planning related to acquired entities.
• M&A Support: Participate in acquisition-related tax matters, including transaction analysis, structuring, due diligence, and post-acquisition planning.
• Cross-Functional Project Management: Coordinate with sellers, legal, finance, accounting, and external tax advisors to manage integration timelines, deliverables, and tax-related requirements.
• Tax Research & Planning: Research complex federal and state income tax matters, evaluate tax implications, and develop recommendations to optimize tax positions.
• Tax Controversy: Support income and franchise tax audits, disputes, position papers, and resolution strategies.
• Legislative & Regulatory Analysis: Monitor tax law developments, assess business impacts, and recommend appropriate actions.
• Tax Provision Support: Contribute to income tax provision activities, including analysis of uncertain tax positions.
• Special Projects: Lead tax-related initiatives focused on process improvements, compliance integration, and strategic planning.

Qualifications

• Bachelor's degree in Accounting required; Master's in Accounting or Taxation, or JD/LL.M. with a concentration in Taxation preferred.
• Active CPA certification required.
• 6 years of corporate tax experience within public accounting and/or a corporate environment.
• Strong hands-on partnership taxation experience required, including technical research, compliance, and partnership-related tax matters.
• Experience with post-acquisition integration and project management, including coordinating complex processes across multiple stakeholders.
• M&A tax experience preferred, particularly involving acquisition integration, transaction structuring, or partnership-related transactions.
• Experience working within large, multi-entity or multistate tax environments preferred.
• Excellent technical research, analytical, and written communication skills.
• Demonstrated ability to independently manage projects, coordinate competing priorities, and collaborate with senior leadership.
• Strong organizational and interpersonal skills with the ability to work in a dynamic, deadline-driven environment.
• Proficiency in Microsoft Office; SAP experience is a plus.

Why Consider This Opportunity?

• M&A Integration Exposure: Play a key role in integrating newly acquired businesses and managing complex tax-related transitions.
• Partnership Tax Specialization: Leverage your technical partnership tax expertise while gaining exposure to broader corporate tax initiatives.
• High Visibility: Work closely with senior tax leadership, legal, accounting, and other business functions.
• Project Ownership: Take ownership of integration initiatives and cross-functional projects with meaningful business impact.
• Variety Beyond Compliance: Gain exposure to acquisitions, tax research, planning, structuring, and process improvements.
• Work-Life Flexibility: Hybrid schedule with three remote days per week.
• Competitive Compensation: $160K–$170K base salary plus a 15% annual bonus opportunity.

Category Code: JN001, JN005

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Seniority Level: Mid-Senior Level