M&A SALT Manager - National Tax Office

Essential Functions and Primary Duties

• Collaborate with federal tax and advisory teams in buy-side and sell-side transaction tax engagements

• Perform multi-state tax due diligence to related middle market companies and private equity investors with a focus on nexus, exposure quantification, and audit risk

• Apply and interpret state and local tax law as it relates to tax due diligence exercises

• Analyze state income and franchise tax, sales and use tax, property tax, payroll tax, and unclaimed property

• Write detailed reports to present diligence findings to clients

• Responsible for engagement management, including preparing and presenting tax findings and concepts

• Advise clients on how to maximize opportunities and minimize risks related to mergers and acquisitions and provide recommendations in the context of valuation and deal structuring alternatives

• Develop and propose creative solutions to engagement and transaction risks and effectively manage problem resolution

• Review and critique project databooks and reports prepared by project team members

• Perform post-close follow-up work including nexus studies, voluntary disclosures, audit defense, and other SALT planning

• Advise clients on preparation for exit and help implement remediation strategies ahead of sale

• Interface with senior executives of clients and target companies

• Display the ability to manage and prioritize team responsibilities, and proactively consult with Directors and Managing Directors

• Work on multiple projects of varying size and complexity

• Play an integral role in developing relationships with current and prospective clients, identify market opportunities and articulate our value proposition

Preferred Qualifications

• 6+ years of applicable work experience in one of the following: tax compliance and consulting, or other M&A experience

• Advanced MS Excel skills and strong working knowledge of other MS Office applications, specifically PowerPoint

• Extensive experience in project management including planning, organizing, coordinating, and managing staff, clients, and/or partners towards the successful completion of a project

• Demonstrated ability to learn and succeed in a fast-paced and unconventional work environment is essential

• Strong verbal and written communication skills

• Experience working in a fast-paced environment and ability to manage multiple projects and deadlines

• Master's degree in Accounting, Taxation or related field

• Licensed CPA/equivalent certification

Minimum Qualifications

• Bachelor’s degree 
• 5 years of experience in public accounting or related field
• 3 years supervisory experience
• Must have active CPA or equivalent certification
• Ability to manage all aspects of client engagements
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Must be able to travel based on client and business needs
• Proficient use of applicable technology