Mergers and Acquisitions Tax Strategist
4 days ago
LCG Advisors, a leading advisory firm specializing in loan and investment due diligence, investment banking, risk mitigation, and other select advisory services.
Salary: $150,000+A competitive benefits package, base compensation, and an employee bonus program for eligible roles based on individual and firm performance per program guidelines. Base compensation ranges can be found in the posting, and an actual offer can vary based upon on role, hiring location, and qualifications.
Job Description:
The Transaction Advisory Services group at LCG Advisors is seeking an experienced M&A Tax Director to assist in delivering due diligence products to clients. As a primary resource for taxation of corporate mergers, acquisitions, and restructurings, you will analyze and review buy-side diligence and sell-side preparation, including asset vs. stock deals, purchase price allocations, and Section 382 studies. Additionally, you will prepare step plans for pre- and post-transaction restructurings and integrations, draft and review technical memos and opinions on tax issues, and participate in various engagements for clients.
Key Responsibilities:
- Conduct and review buy-side diligence and sell-side preparation, including analyzing the tax ramifications of asset vs. stock deals
- Review stock purchase agreements, asset purchase agreements, and purchase price allocations
- Perform Section 382 studies and advise on tax attribute limitations
- Prepare step plans for pre- and post-transaction restructurings and integrations
- Draft and review technical memos and opinions on tax issues
- Participate in various engagements for clients, including 280G analysis, sales tax expertise, sales tax compliance, and income tax compliance
Required Skills and Qualifications:
- Bachelor's Degree in Accounting (required); Masters (preferred)
- Current CPA license (required)
- M&A tax transaction advisory experience (required)
- 7-10+ years of direct work experience in M&A tax
- Exposure to different legal entity structures (C-Corp, S-Corp, LLC, Partnerships, etc.) and understanding of tax impacts of each in an M&A transaction
- Excellent verbal and written communication skills
- Strong analytical skills with a willingness to learn new things
- Naturally inquisitive on all topics relating to transactions and company and industry dynamics
- Attention to detail
- Ability to meet strict deadlines
- Advanced proficiency in Microsoft Office Excel and PowerPoint
Benefits:
LConsulting offers a competitive benefits package, base compensation, and an employee bonus program for eligible roles based on individual and firm performance per program guidelines. Base compensation ranges can be found in the posting, and an actual offer can vary based upon on role, hiring location, and qualifications. For additional information on our total rewards, visit our website at https://lcgadvisors.com/careers/.
Other Requirements:
- Prolonged periods sitting at a desk and working on a computer.
- Must be able to lift up to 15 pounds at times.
- Flexibility for travel (up to 10%)
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