Senior Associate in M&A Tax Advisory

2 weeks ago

City of Daşşak, United States Finalert Full time
Mergers and Acquisitions (M&A) Tax Services Senior Associate

For any business inquiries, please reach out online.

Our accountants are not just number crunchers; they play a vital role in our management team, deeply engaged in our operations and offering unique, proactive guidance, leadership, and personalized service that is often missing in larger metropolitan accounting firms, all at competitive rates.

Finalert's partner-led Tax service teams deliver intelligent, practical tax solutions to assist dynamic businesses in navigating complexities and thriving. Our Washington National Tax Office possesses extensive technical expertise and responsive support in local, state, federal, and international tax matters, complemented by tax professionals across the United States. We offer a wide range of tax services, including compliance, human capital services, federal and international tax services, state and local tax services, private wealth services, tax reporting and advising, partnership taxation, not-for-profit tax, and M&A tax services.

The Mergers and Acquisitions Tax Services team at Finalert is a dedicated and experienced group of tax professionals committed to helping our dynamic clients manage risks and identify opportunities before, during, and after significant life-cycle events such as major acquisitions, divestitures, capital raises, restructurings, and distributions. We collaborate closely with our clients and colleagues, both domestically and internationally, recognizing that our services are integral to their M&A strategies. Our extensive tax services and advisory offerings, including transaction advisory services and valuation services, position us to anticipate and address complex transaction-related challenges with agility and exceptional client service.

The Senior Associate in M&A Tax Services is responsible for delivering a comprehensive range of transaction tax services to diverse clients across various industries. This role involves working closely with clients to provide innovative tax planning and consulting services in a responsive transactional environment that maximizes value throughout a client's investment decisions. The Senior Associate will also develop and manage staff who collaborate with the firm's senior transaction professionals and work closely with partners.

Key Responsibilities:

  • Assist the engagement team in planning, executing, directing, and completing tax projects across various industries; provide innovative tax planning, consulting, and compliance expertise to clients while managing budgets.
  • Manage, develop, train, and mentor staff on tax projects and evaluate performance for engagement and year-end reviews.
  • Maintain active communication throughout engagements to manage expectations, ensure satisfaction, meet deadlines, and lead change initiatives effectively.
  • Collaborate with our Transaction Services colleagues, focusing on the tax aspects of mergers and acquisitions and related transactions.
  • Assist in conducting buy-side and sell-side tax due diligence, advising on tax-efficient acquisitions and divestitures, and reviewing transaction documents.
  • Engage in research on tax issues, prepare written communications succinctly and with a focus on deals, assist clients in responding to tax authorities, and strategize on the tax aspects of transactions.
  • Support Senior Managers/Managers in project development, client pursuit initiatives, and managing priority accounts.
  • Analyze a client's tax attributes related to specific business events, including tax basis of assets and stock, tax accounting for M&A-driven transaction costs, and corporate earnings and profits.
  • Conduct detailed analyses of net operating loss/tax credit carryforward limitations in accordance with IRC Section 382 for both private and public clients.
  • Perform other job duties as assigned.

Department: Mergers & Acquisitions

Education: Bachelor's degree in Accounting and licensed CPA or JD. A Master's in Taxation/LLM in Taxation is preferred.

Qualifications

Education

  • Bachelor's degree in Accounting and licensed CPA or JD. A Master's in Taxation/LLM in Taxation is preferred.

Experience

  • 3-5 years of progressive federal tax consulting and/or compliance experience in public accounting or a combination of corporate and public accounting experience.
  • Alternatively, 2-3 years of qualified experience in Mergers and Acquisitions tax services.
  • Experience with Corporate, S-Corp, and/or Partnership returns.

Software:

  • Proficient in Microsoft Office Suite.
  • Familiarity with ERP software such as Oracle e-Business Suite (EBS).

Other Knowledge, Skills & Abilities:

  • Strong analytical, technical, and tax accounting/technology skills with proficiency in US GAAP, tax compliance, corporate consolidated returns, consolidated federal tax returns, partnership returns, and combined state tax returns.
  • Exceptional client service and communication skills with a proven ability to develop and maintain outstanding client relationships.
  • Strong leadership, business development, recruiting, training, coaching, and mentoring skills, along with excellent written, interpersonal, and presentation skills.
  • Proficient in tax software and technology, including spreadsheet modeling.

  • Senior Associate in M&A Tax Advisory

    2 weeks ago

    City of Daşşak, United States Finalert Full time

    Mergers and Acquisitions (M&A) Tax Services Senior AssociateOverview: The Mergers and Acquisitions Tax Services team at Finalert is composed of a dedicated group of tax professionals who specialize in guiding clients through the complexities of transaction-related challenges. Our focus is on risk management and opportunity identification throughout...

  • Senior Associate in M&A Tax Advisory

    2 weeks ago

    City of Daşşak, United States Finalert Full time

    Mergers and Acquisitions (M&A) Tax Services Senior AssociateOverview: The Mergers and Acquisitions Tax Services team at Finalert is dedicated to delivering comprehensive transaction tax solutions to a diverse clientele across various sectors. This role involves close collaboration with clients to provide strategic tax planning and consulting services in a...

  • Senior Associate in M&A Tax Services

    2 weeks ago

    City of Daşşak, United States Finalert Full time

    Mergers and Acquisitions (M&A) Tax Services Senior AssociateOverview: The Mergers and Acquisitions Tax Services team at Finalert is composed of a dedicated group of tax professionals focused on delivering comprehensive transaction tax services to a diverse clientele across various sectors.Role Summary: The Senior Associate will play a crucial role in...

  • Senior Associate in Tax Advisory

    2 weeks ago

    Garden City, Kansas, United States IQEQ Full time

    Job Title: Tax Compliance Senior AssociateCompany: IQEQPosition Overview: Collaborate closely with private equity entities within the alternative investment and real estate sectors. Acquire expertise in tax compliance and advisory services. Execute tax strategies that are in harmony with the client's business goals.Key Responsibilities: Prepare intricate...

  • Tax Advisory Senior Associate

    1 week ago

    Kansas City, Missouri, United States Jobot Full time

    Join a leading CPA and advisory firm as a Senior Tax Consultant, contributing to a dynamic and award-winning team.About Us:We are a top-tier CPA and advisory firm with a strong presence in the Midwest, currently seeking a Senior Tax Consultant. This role involves collaboration with a growing team, focusing on the preparation of both business and individual...

  • Senior Tax Advisory Manager

    2 weeks ago

    Kansas City, Missouri, United States FORVIS, LLP Full time

    About the RoleAs a key member of the FORVIS, LLP team, the Senior Tax Advisory Manager plays a pivotal role in delivering comprehensive tax compliance, consulting, and strategic planning services to a diverse clientele, including individuals, families, and fiduciaries.Key ResponsibilitiesDelivering expert tax compliance and advisory services focused on...

  • Tax Strategy Senior Manager

    2 weeks ago

    City of Daşşak, United States EisnerAmper Full time

    Join EisnerAmper as a Senior Manager in our State and Local Tax (SALT) practice, where we value innovation and the impact of diverse ideas. Our firm is committed to providing a unique career experience, empowering you to shape your professional journey with the resources and autonomy necessary for success. Why Choose EisnerAmper?Be part of a leading and...

  • Tax Senior Manager

    3 weeks ago

    Redwood City, California, United States Baker Tilly Advisory Group, LP Full time

    OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly)...

  • Senior Tax Executive

    2 weeks ago

    City of Daşşak, United States Atlantic Group Full time

    Position Overview – Senior Tax Executive:Atlantic Group is in search of a seasoned Senior Tax Executive to lead tax initiatives within a prestigious private equity organization. This hybrid position will focus on overseeing tax compliance, enhancing tax strategies, and ensuring adherence to tax regulations. The Senior Tax Executive will work closely with...

  • Tax Partner

    1 week ago

    City of Daşşak, United States Brookwood Recruitment Ltd Full time

    Job DescriptionJob Title: Tax Partner - Emerging Companies GroupCompany: Brookwood Recruitment LtdLocation: Remote (with occasional travel to client sites)Job Type: Full-timeAbout the Role:We are seeking an experienced Tax Partner to join our Emerging Companies Group at Brookwood Recruitment Ltd. As a Tax Partner, you will be responsible for providing...

  • Tax Advisory Lead

    2 weeks ago

    Johnson City, Tennessee, United States Jobot Full time

    Senior Tax Manager with Opportunities for AdvancementJobot is a prominent network of independent accounting and consulting firms, dedicated to delivering a comprehensive array of professional services tailored for businesses and organizations. Our primary focus lies in collaborating with local music artists and entertainment venues. We are seeking a...

  • Lead Tax Manager

    2 weeks ago

    City of Daşşak, United States EisnerAmper Full time

    Join EisnerAmper as a Senior Manager in our State and Local Tax (SALT) practice, where we value innovation and impactful contributions. We are on the lookout for a professional who excels in a dynamic environment and is committed to delivering outstanding client services. Why Choose EisnerAmper?Be part of a leading and rapidly expanding accounting and...

  • Property Consulting Leader, US Advisory

    4 weeks ago

    City of Daşşak, United States CFA Institute Full time

    Company: Marsh Description: As a global leader in insurance broking and risk management, Marsh helps clients succeed by defining, designing, and delivering innovative, industry-specific solutions to effectively manage risk. We are seeking a US Marsh Advisory - Property Leader to provide direction, leadership, and guidance to the Property Risk Consulting,...

  • Senior Manager of Core Tax Services

    2 weeks ago

    City of Daşşak, United States Finalert Full time

    Overview:At Finalert, we pride ourselves on our commitment to excellence and our focus on people. Our team members are not just accountants; they play a vital role in our management structure, deeply engaged in our operations and offering unique, proactive guidance, leadership, and personalized service that larger firms often overlook.Core Purpose:Finalert's...

  • Tax Advisory Leader

    2 weeks ago

    Kansas City, Missouri, United States Jobot Full time

    Senior Tax Consultant / Competitive Salary / Work-Life Balance / Career Growth / Flexible Work ArrangementThis Jobot Job is hosted by: Eric KeeA bit about us:We are a global consortium of independent accounting and consulting firms, providing a wide array of professional services tailored to businesses and organizations. Our offerings include audit and...

  • Property Consulting Leader, US Advisory

    2 months ago

    City of Daşşak, United States CFA Institute Full time

    Company: Marsh Description: As a global leader in insurance broking and risk management, Marsh helps clients succeed by defining, designing, and delivering innovative, industry-specific solutions to effectively manage risk. We are seeking a US Marsh Advisory - Property Leader to provide direction, leadership, and guidance to the Property Risk Consulting,...

  • Regulatory Compliance, VP/SVP

    1 week ago

    new york city, United States JCW Full time

    Regulatory Compliance VP (M&A Advisory Boutique)Location: New York. NY (hybrid)Overview:We are recruiting for an experienced senior regulatory compliance professional to join an M&A Advisory Boutique. This role requires deep expertise in SEC and FINRA regulatory requirements, alongside the ability to provide comprehensive analysis and strategic...

  • Regulatory Compliance, VP/SVP

    7 days ago

    new york city, United States JCW Full time

    Regulatory Compliance VP (M&A Advisory Boutique)Location: New York. NY (hybrid)Overview:We are recruiting for an experienced senior regulatory compliance professional to join an M&A Advisory Boutique. This role requires deep expertise in SEC and FINRA regulatory requirements, alongside the ability to provide comprehensive analysis and strategic...

  • Senior Tax Manager

    7 days ago

    New York City, United States Andersen Tax Full time

    The FirmUnlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen!At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll...

  • Tax Senior Associate

    4 days ago

    Oklahoma City, Oklahoma, United States FORVIS Full time

    About Forvis MazarsWe are a leading professional services firm that helps successful companies and their owners navigate the complexities of tax planning and compliance. Our team of experts works closely with clients to understand their businesses and industries, providing authentic support and communication to help them achieve their goals.Job SummaryWe are...