Mergers and Acquisitions Tax Professional

9 hours ago


Charlotte, North Carolina, United States Yoh Full time
Mergers and Acquisitions Tax Professional

We are seeking a highly experienced Mergers and Acquisitions Tax Professional with a strong technical background in U.S. federal tax, particularly Subchapter C regulations. The ideal candidate will have at least 8 years of combined U.S. M&A tax and federal tax experience in a large public accounting firm and/or a multinational corporation (MNC). Experience with reorganization tax provisions and consolidated return regulations is highly desirable.

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


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