Senior Manager, National Tax Advisory

2 weeks ago

Washington, United States CFA Institute Full time

A career within the National Tax Services division offers the chance to assist clients in navigating complex tax challenges and trends, while also implementing effective tax strategies in response to legislative, federal, and judicial developments that may affect their operations. Our Mergers and Acquisitions team is dedicated to helping clients evaluate tax responsibilities associated with acquisitions, mergers, dispositions, joint ventures, and initial public offerings. Your role will involve managing risks related to acquisitions and mergers, structuring deals to maximize cash flow, conducting thorough pre-acquisition or pre-sale due diligence, and ensuring compliance with tax regulations throughout the transaction process.

To excel in a dynamic environment, every member of CFA Institute must embody purpose-driven leadership at all levels. We achieve this through our leadership development framework, which sets clear expectations across various roles and geographies, providing transparency on the skills necessary for individual success and career advancement.

As a Senior Manager, you will collaborate with a team of problem solvers, addressing intricate business challenges from strategy formulation to execution. Responsibilities at this management level include but are not limited to:

  1. Encouraging diverse perspectives and fostering open dialogue among team members.
  2. Effectively navigating ambiguous and unstructured challenges.
  3. Engaging in candid coaching conversations at all levels.
  4. Balancing strategic vision with attention to detail.
  5. Anticipating stakeholder needs and proactively discussing potential solutions.
  6. Providing technical expertise in your area of specialization.
  7. Creating an environment where individuals and technology collaborate to achieve greater outcomes.
  8. Managing the complexities of cross-border teams and engagements.
  9. Leading open discussions with teams, clients, and stakeholders to build trust.
  10. Upholding the organization's ethical standards and business conduct.

We are at the forefront of transforming tax advisory services through technology, delivering value via digitization, automation, and enhanced efficiencies. CFA Institute provides unparalleled technical expertise and industry insights, leveraging our collective knowledge to meet client needs effectively.

Job Requirements and Preferences:
Basic Qualifications:
Minimum Degree Required:
Bachelor's Degree

Additional Educational Requirements:
A Juris Doctorate (JD), Master of Laws (LLM), or a Master's degree in Accounting or Taxation may be considered in lieu of a Bachelor's degree in Accounting.

Minimum Years of Experience:
5 years

Certification(s) Required:
CPA, Bar Membership, or other relevant tax, technology, or finance credentials may qualify for this role.

Preferred Qualifications:
Degree Preferred:
Juris Doctorate

Preferred Knowledge/Skills:
Demonstrates advanced knowledge and success in addressing client needs in the following areas:
  • Mergers and acquisition practices, including corporate mergers, private equity, post-deal integration, and corporate insolvency;
  • Tax consulting and planning, transaction structuring, restructuring, due diligence, strategy development, and financial modeling.

Demonstrates proven leadership abilities in the following areas:

  • Application and interpretation of U.S. federal income tax law concerning various corporate structures and tax-efficient strategies;
  • Identifying and addressing client needs, building and maintaining client relationships, and managing project workflows and budgets;
  • Leading teams to foster trust, encouraging diverse viewpoints, and providing constructive feedback.

Demonstrates success as a tax technical advisor, including developing new client relationships and promoting new services with a collaborative mindset.

We are revolutionizing our approach to tax services. Discover more about our initiatives on our Tax Career Page.

CFA Institute is committed to equal opportunity employment and does not discriminate based on race, creed, color, religion, national origin, sex, age, disability, sexual orientation, gender identity or expression, genetic predisposition, veteran status, marital status, or any other status protected by law.

  • Senior Manager, National Tax Advisory

    1 week ago

    Washington, United States CFA Institute Full time

    A career within the National Tax Services at CFA Institute offers a unique opportunity to assist clients in navigating emerging tax challenges and trends. You will play a crucial role in implementing effective tax strategies that respond to legislative, federal, and judicial developments impacting their operations. Our focus on Mergers and Acquisitions...

  • Senior Manager

    1 week ago

    Washington, United States CFA Institute Full time

    A career within the National Tax Services at CFA Institute offers the chance to assist clients in navigating complex tax landscapes and emerging issues. You will play a pivotal role in helping them develop effective tax strategies in response to evolving legislative, federal, and judicial tax changes that could impact their operations.Our Mergers and...

  • Tax Advisory Senior

    1 week ago

    Fort Washington, Pennsylvania, United States Jobot Full time

    Become Part of Our Team:We are thrilled to offer a remarkable opportunity for seasoned Tax Professionals to join our expanding firm. We seek individuals eager to elevate their careers into leadership roles while enjoying the flexibility of remote work.About Our Firm:Located in the suburbs of Philadelphia, we are a dynamic tax practice with a youthful and...

  • Manager - Tax and Business Advisory

    2 months ago

    Washington, United States Moore Australia group Full time

    Business Services & Corporate Advisory (Accounting)Full timeTo support our growing and changing business, we are looking for a manager within our Tax and Business Advisory Division. A Tax and Business Advisory manager will act as a conduit between the team, clients, and key stakeholders to proactively address accounting, compliance, and business needs.This...

  • Senior Manager

    2 weeks ago

    Washington, United States CFA Institute Full time

    A career within the National Tax Services division will offer you the chance to assist our clients in understanding emerging tax challenges and trends, while also aiding them in implementing effective tax strategies in response to legislative, federal, and judicial tax developments that may affect their operations. Our Mergers and Acquisitions team supports...

  • Manager - Tax and Business Advisory

    2 weeks ago

    Washington, United States Moore Australia group Full time

    Business Services & Corporate Advisory (Accounting)To support our growing and changing business, we are looking for a manager within our Tax and Business Advisory Division. A Tax and Business Advisory manager will act as a conduit between the team, clients, and key stakeholders to proactively address accounting, compliance, and business needs.This position...

  • Senior Manager

    1 week ago

    Washington, United States CFA Institute Full time

    A career within the National Tax Services sector offers the chance to assist clients in navigating emerging tax challenges and trends, while also implementing effective tax strategies in response to legislative, federal, and judicial developments impacting their operations. Our Mergers and Acquisitions division aids clients in evaluating tax responsibilities...

  • Tax Compliance and Advisory Services Director

    7 days ago

    Washington, Washington, D.C., United States RSM US LLP Full time

    About the RoleWe are seeking a highly experienced Senior Tax Manager or Manager to join our Tax Exempt Practice team at RSM US LLP. As a key member of our team, you will be responsible for providing tax compliance and advisory services to tax-exempt organizations.Key ResponsibilitiesProvide tax compliance and advisory services to tax-exempt organizations,...

  • Senior Tax Manager

    7 days ago

    Washington, United States KPMG Full time

    About the RoleWe are seeking a highly skilled Tax Consultant Manager or Senior Tax Manager to join our Washington National Tax (WNT) practice at KPMG. As a key member of our team, you will be responsible for providing tax consulting services to a diverse range of clients, including major multinational corporations.Key ResponsibilitiesAssist with providing...

  • Senior Manager

    2 weeks ago

    Washington, United States Marcum Full time

    About MarcumMarcum LLP is a leading independent public accounting and advisory services firm that serves a diverse range of clients, including privately held and publicly registered companies, nonprofit and social sector entities, high net worth individuals, private equity funds, and hedge funds.The firm's Client Accounting & Advisory Services (CAAS)...

  • Tax Senior Manager

    1 day ago

    Washington, Washington, D.C., United States RSM US LLP Full time

    About the RoleRSM US LLP is seeking a highly skilled Tax Senior Manager to join our Exempt Organizations practice. As a key member of our team, you will provide tax compliance and advisory services to tax-exempt organizations, working closely with clients to understand their unique needs and develop tailored solutions.ResponsibilitiesProvide tax compliance...

  • Associate Director, Research Advisory Services

    2 weeks ago

    Washington, United States EAB (Education Advisory Board) Full time

    Associate Director, Research Advisory ServicesLocation: Washington, D.C.Number: 598599Job Category: Professional ServicesJob Department: ResearchJob Family: Research Development & Advisory ServicesJob Type: Full TimeLevel: ManagerAt EAB, our mission is to make education smarter and our communities stronger. We work with more than 2,800 institutions to drive...

  • Senior Tax Advisor

    2 weeks ago

    Washington, Washington, D.C., United States RSM US LLP Full time

    About Us: RSM US LLP is a premier provider of professional services tailored for the middle market globally. Our mission is to instill confidence amidst change, empowering our clients and team members to achieve their utmost potential. Role Overview: As a Senior Tax Advisor, you will be integral to our Tax Exempt practice, delivering expert tax guidance and...

  • Tax Advisory Manager

    1 month ago

    Washington, United States Brewer Morris Full time

    Responsibilities: Perform tax research and assist with tax planning and modeling projects, including research and development tax credit opportunities as well as indirect / value-added tax (VAT) structuring Support business development activities, including researching applicability of tax exemptions available under bilateral defense-type agreements, such as...

  • Tax Advisory Manager

    2 months ago

    Washington, United States Brewer Morris Full time

    Responsibilities: Perform tax research and assist with tax planning and modeling projects, including research and development tax credit opportunities as well as indirect / value-added tax (“VAT”) structuring Support business development activities, including researching applicability of tax exemptions available under bilateral defense-type agreements,...

  • Tax Senior Manager

    4 weeks ago

    Fort Washington, United States FORVIS Full time

    Requisition Number2233466 Description & Requirements As a Tax Senior Manager at Forvis Mazars, you value working closely with others to plan and to help successful companies and their owners avoid surprises, coordinate tax strategies, and grow. You provide authentic support to your teammates and clients and communicate regularly with them to understand...

  • Tax Senior Manager

    3 weeks ago

    Fort Washington, United States FORVIS Full time

    Requisition Number2233466 Description & Requirements As a Tax Senior Manager at Forvis Mazars, you value working closely with others to plan and to help successful companies and their owners avoid surprises, coordinate tax strategies, and grow. You provide authentic support to your teammates and clients and communicate regularly with them to understand...

  • Washington National Tax Manager

    3 weeks ago

    Washington, United States Deloitte Full time

    Position Summary Would you like to work in our nation’s capital for Deloitte’s Washington National Tax practice, helping drive both our national tax strategy and potentially federal tax legislation? If this excites you and you are convinced you can work at this level, we have the opportunity for you! What you’ll do As a Manager in our National...

  • Senior Tax Consultant

    1 week ago

    Auburn, Washington, United States Elite Sourcing LLC Full time

    Elite Sourcing LLC, in collaboration with a distinguished accounting firm, is on the lookout for a proficient and meticulous Senior Tax Consultant to enhance their team. In the capacity of a Senior Tax Consultant, you will be instrumental in delivering tax compliance and advisory services to clients, ensuring precise and timely tax submissions while...

  • Tax Consultant Manager

    7 days ago

    Washington, United States KPMG Full time

    About the RoleWe are seeking a highly skilled Tax Consultant Manager or Senior Tax Manager to join our Washington National Tax (WNT) practice at KPMG. As a key member of our team, you will be responsible for providing tax consulting services to a diverse range of clients, including major multinational corporations.Key ResponsibilitiesAssist with providing...