Transaction Services Tax Manager

As a Tax Manager, you will assist in tax due diligence engagements related to mergers and acquisitions. This role involves detailed analysis of tax positions, compliance risks, and structuring opportunities to support transaction decisions. The ideal candidate will combine tax technical expertise with strong client-facing skills.

Key Responsibilities:

• Review tax returns for partnerships and corporations, tax provisions, and other financial documents to identify tax risks and potential liabilities.
• Assist tax financial due diligence projects, including scoping, planning, execution, and reporting on tax risks and opportunities.
• Analyze target companies’ historical and projected tax positions, compliance status, tax attributes, and exposures across federal, state, local, and international jurisdictions.
• Collaborate with transaction teams, including M&A advisors, legal counsel, and finance professionals, to deliver comprehensive tax insights supporting deal structuring and negotiation.
• Develop clear, concise, and actionable reports summarizing tax findings, impacts, and recommendations for internal and external stakeholders.
• Support clients in understanding tax implications and planning strategies for post-transaction integration and compliance.
• Maintain up-to-date knowledge of tax regulations, rulings, and industry trends affecting transaction due diligence.

Work environment

• Work is conducted in a professional office environment with minimal distractions

Physical demands

• Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
• Must be able to lift to 15 pounds at a time

Travel required

• Travel may be frequent and unpredictable, depending on client’s needs

Required education and experience

• Bachelor’s degree in accounting, finance, or a related field
• 5 – 8 years of relevant experience
• CPA
• Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting
• Specific positions may require additional industry or specialization certifications
• Responsible for completing the minimum CPE credit requirement
• Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research

For job postings in our New York locations, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity. This range considers many factors, including but not limited to a candidate’s knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $93,000 to $130,000.