M&A Tax Manager

2 days ago

Charlotte, North Carolina, United States Yoh Full time
M&A Tax Manager Job Description

We are seeking a highly experienced M&A Tax Manager to join our team at Yoh, a Day & Zimmermann company. As a key member of our tax team, you will play a critical role in supporting M&A transactions, internal restructuring, and tax planning strategies.

Key Responsibilities:
  • Lead tax due diligence efforts by reviewing and analyzing target companies' financial and tax return data.
  • Develop strategic tax planning related to potential acquisitions and internal restructuring scenarios, comparing alternatives for optimal outcomes.
  • Perform in-depth analyses on acquired loss companies, including computing the Section 382 limitation on net operating losses (NOLs).
  • Quantify the tax implications of acquiring assets versus stock, providing clear analysis for decision-making.
  • Calculate inside and outside basis for subsidiaries and partnerships in both taxable and nontaxable reorganizations.
  • Advise business units and legal teams on external acquisitions and internal reorganizations, providing technical tax insights and guidance.
  • Conduct due diligence and support computational analysis in the context of IRC Section 332 tax-free liquidations.
  • Assist with IRC Section 351 transactions, ensuring compliance and tax efficiency for tax-free contributions.
  • Prepare and ensure accurate income tax disclosures for closed M&A transactions.
  • Take ownership of projects, ensuring timely, successful completion with effective management of resources.
  • Assist in the review of U.S. federal tax returns to ensure accuracy and compliance with tax regulations.
  • Participate in high-impact tax planning projects and other assignments as designated by senior management.
Qualifications & Skills:
  • Bachelor's degree in accounting, finance, or related field required. CPA, JD, or advanced degree in taxation is preferred.
  • Minimum 8 years of combined U.S. M&A tax and federal tax experience, ideally from a large public accounting firm and/or large MNC.
  • Strong technical proficiency in Subchapter C, IRC Sections 332, 351, 368, and 382, and consolidated return regulations.
  • Advanced proficiency in Excel for financial modeling, tax calculations, and scenario analysis.
  • Excellent verbal and written communication skills to interact with senior leadership, business units, and legal teams.
  • Proven ability to manage multiple projects with competing deadlines in a fast-paced environment.
  • Strong attention to detail with a strategic mindset capable of both big-picture and hands-on thinking.
Key Personal Attributes:
  • Collaborative: Comfortable working cross-functionally with staff and senior managers across various departments.
  • Hands-On: Willingness to roll up your sleeves and engage in both technical details and strategic planning.
  • Adaptable: Ability to smoothly transition between multiple projects with little advance notice, while maintaining a high level of quality and focus.
  • Team Player: Thrives in a flexible, team-oriented environment, and contributes to a positive work culture.
  • Critical Thinking: Balances attention to detail with the ability to step back and assess the larger impact of tax strategies.
  • Driven: A proactive approach to problem-solving and a demonstrated ability to drive projects to successful completion.

  • M&A and International Tax Senior Manager

    4 weeks ago

    Charlotte, North Carolina, United States FORVIS Full time

    Position Title: Senior Manager - M&A and International Tax ConsultingLocation: Charlotte, North Carolina, United StatesJob Category: Tax SpecialtyOffice Focus: International TaxAdvertised Locations: Atlanta, Chicago, Charlotte, Dallas, HoustonEmployment Type: Full TimeOverview of Responsibilities:Oversee restructuring and M&A transactional initiatives from a...

  • M&A & International Tax Senior Manager

    4 weeks ago

    Charlotte, North Carolina, United States FORVIS Full time

    Position Title: Senior Manager - International Tax ConsultingLocation: Charlotte, North Carolina, United StatesJob Category: Tax AdvisoryOffice Focus: International TaxAdvertised Locations: Atlanta, Chicago, Charlotte, Dallas, HoustonEmployment Type: Full TimeOverview & Responsibilities:Oversee and direct restructuring and M&A transactional initiatives from...

  • M&A Tax Specialty Senior Manager

    4 weeks ago

    Charlotte, North Carolina, United States FORVIS Full time

    Position Title: Senior Manager - International Tax ConsultingLocation: Charlotte, North Carolina, United StatesJob Category: Tax SpecialtyOffice: International TaxAdvertised Locations: Atlanta, Chicago, Charlotte, Dallas, HoustonEmployment Type: Full TimeRole Overview & Responsibilities:Oversee restructuring and M&A transactional initiatives from a U.S....

  • Senior Consultant

    4 weeks ago

    Charlotte, North Carolina, United States FORVIS Full time

    Position Title: Senior Manager - M&A and International Tax ConsultingLocation: Charlotte, North Carolina, United StatesJob Category: Tax SpecialtyOffice: International TaxAdvertised Locations: Atlanta, Chicago, Charlotte, Dallas, HoustonEmployment Type: Full TimeOverview of Responsibilities:Oversee restructuring and M&A transactional initiatives from a U.S....

  • Tax Manager

    2 weeks ago

    Charlotte, North Carolina, United States KPMG Full time

    About the RoleWe are seeking a highly skilled Tax Manager to join our Mergers & Acquisitions (M&A) Tax practice at KPMG. As a key member of our team, you will advise clients on a full spectrum of corporate tax services, including planning, research, and other mergers and acquisitions activities.ResponsibilitiesAdvise clients on tax matters related to mergers...

  • Tax Manager

    1 week ago

    Charlotte, North Carolina, United States KPMG Full time

    About the RoleWe are seeking a highly skilled Tax Manager to join our Mergers & Acquisitions (M&A) Tax practice at KPMG. As a key member of our team, you will advise clients on a full spectrum of corporate tax services, including planning, research, and other mergers and acquisitions activities.ResponsibilitiesAdvise clients on tax matters related to mergers...

  • Tax Auditor Specialist

    4 weeks ago

    Charlotte, North Carolina, United States Tax Management Associates Full time

    Job OverviewAre you ready to expand your professional skills while exploring diverse industries? This position is perfect for an accounting expert who thrives on problem-solving and enjoys flexible work arrangements. While prior experience in business taxation is advantageous, we provide comprehensive training for those who are eager to learn.Key...

  • Tax Auditor Specialist

    4 weeks ago

    Charlotte, North Carolina, United States Tax Management Associates Full time

    Job OverviewAre you ready to expand your expertise in the field of taxation? We offer an exciting opportunity for professionals who thrive on analytical challenges, enjoy engaging with diverse individuals, and are eager to explore various sectors. This position is perfect for those with a background in accounting who appreciate flexibility in their work...

  • Interim Tax Manager

    3 days ago

    Charlotte, North Carolina, United States Virtual Full time

    Job SummaryVirtual is seeking an experienced Interim Tax Manager to join our team. As a key member of our tax department, you will be responsible for analyzing financial information and preparing financial reports to determine or maintain record of assets, liabilities, profit and loss, tax liability, or other financial activities within an organization.Key...

  • International Tax Senior Manager

    4 weeks ago

    Charlotte, North Carolina, United States FORVIS Full time

    Position Title: Senior Manager - Tax Specialty in M&A & International TaxLocation: Charlotte, North Carolina, United StatesJob Category: Tax SpecialtyOffice: International TaxWorking Time: Full TimeOverview & Responsibilities:Oversee and manage restructuring and M&A transactional initiatives from a U.S. federal income tax standpoint.Provide guidance and...

  • Senior Manager

    4 weeks ago

    Charlotte, North Carolina, United States FORVIS Full time

    Position Title: Senior Manager - Tax Specialty in M&A & International TaxLocation: Charlotte, North Carolina, United StatesJob Category: Tax SpecialtyOffice Focus: International TaxAdvertised Locations: Atlanta, Chicago, Charlotte, Dallas, HoustonEmployment Type: Full TimeOverview of Responsibilities:Oversee restructuring and M&A transactional initiatives...

  • Interim Tax Manager

    3 days ago

    Charlotte, North Carolina, United States Vaco Full time

    Job Title: Interim Tax ManagerVaco is seeking an experienced Interim Tax Manager to join our team. As a key member of our tax department, you will be responsible for analyzing financial information and preparing financial reports to determine or maintain record of assets, liabilities, profit and loss, tax liability, or other financial activities within an...

  • Tax Manager

    2 weeks ago

    Charlotte, North Carolina, United States KPMG Full time

    Business Title: Manager, M&A TAX - Partnership Transactions GroupRequisition Number: Function: Tax ServicesArea of Interest:State: NCCity: CharlotteDescription:At KPMG, you will have the opportunity to become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work...

  • Interim Tax Manager

    2 weeks ago

    Charlotte, North Carolina, United States Vaco Full time

    {"h1": "Interim Tax Manager Role at Vaco", "p": "At Vaco, we are seeking an experienced Interim Tax Manager to join our team. As a key member of our tax advisory group, you will be responsible for analyzing financial information and preparing financial reports to determine or maintain record of assets, liabilities, profit and loss, tax liability, or other...

  • Tax Manager

    2 weeks ago

    Charlotte, North Carolina, United States KPMG Full time

    Business Title: Manager, M&A TAX - Partnership Transactions GroupRequisition Number: Function: Tax ServicesArea of Interest:State: NCCity: CharlotteDescription:At KPMG, you will have the opportunity to become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work...

  • Interim Tax Manager

    2 weeks ago

    Charlotte, North Carolina, United States Vaco Full time

    Job SummaryVaco is seeking a highly skilled Interim Tax Manager to join our team. As a key member of our financial services group, you will be responsible for analyzing financial information and preparing financial reports to determine or maintain record of assets, liabilities, profit and loss, tax liability, or other financial activities within an...

  • Department Manager

    3 weeks ago

    Charlotte, North Carolina, United States H&M Group Full time

    Job DescriptionJob Summary:As a Department Manager at H&M Group, you will play a crucial role in supporting the Sales and Profit goals in the store by setting a plan to deliver the Best Customer Experience in the department and overall store. You will ensure that you have the Best Team and support their development, as well as work with succession planning,...

  • Mergers and Acquisitions Tax Professional

    3 weeks ago

    Charlotte, North Carolina, United States Yoh Full time

    About the RoleWe are seeking a highly skilled Mergers and Acquisitions Tax Manager to join our team at Yoh. As a key member of our tax team, you will be responsible for providing expert tax advice and guidance on complex corporate transactions.Key ResponsibilitiesAssist with M&A due diligence, including reviewing target company financial and tax return...

  • Tax Manager

    1 day ago

    Charlotte, North Carolina, United States Arrow Search Partners Full time

    About the RoleWe are seeking a highly skilled Tax Manager to join our team at Arrow Search Partners. As a key member of our financial services team, you will be responsible for managing and reviewing the tax compliance work of our client, a leading investment adviser with over $20 billion in AUM.Key ResponsibilitiesPrepare quarterly tax projections for...

  • Tax Manager

    2 weeks ago

    Charlotte, North Carolina, United States Jobot Full time

    Tax Manager Job Description **About the Role** We are seeking a highly skilled Tax Manager to join our team at Jobot. As a Tax Manager, you will play a vital role in ensuring compliance with federal, state, and local tax laws, and will be responsible for the preparation and review of High Net Worth and Trust & Estate Tax Returns. **Responsibilities** *...