M&A Tax Associate
LBMC Staffing Solutions • Nashville, Tennessee • Full Time
Posted on Wed, Jun 24, 2026
Experience: 2–3+ years
Overview
We are seeking an M&A Tax Associate (Senior Associate level) to support buy-side and sell-side transaction tax advisory engagements. The role focuses on U.S. federal and state tax diligence in middle-market M&A, with exposure to structuring, modeling, and transaction execution support.
The ideal candidate has experience supporting/leading tax diligence workstreams, participating in client calls, preparing tax analysis, and working on transaction-related federal and state tax issues in a deal environment.
Key Responsibilities
- Support M&A tax diligence engagements across buy-side and sell-side transactions
- Participate in and help run client and target management calls focused on tax diligence topics
- Perform analysis of U.S. federal and state tax implications in transactions
- Assist in preparing tax diligence reports and internal/client-facing deliverables
- Build and support transaction tax models.
- Evaluate federal income tax consequences of transaction structures, including entity classification and timing issues
- Support review of state and local tax (SALT) exposure, including nexus, apportionment, and filing obligations across jurisdictions
- Identify and document state tax risks, including historical non-compliance, audit exposure, and uncertain tax positions
- Coordinate with senior team members on technical tax issues and deal execution support.
- CPA or JD/LLM
- 2–3+ years of experience in:
- M&A tax advisory
- Transaction tax diligence
- Public accounting or equivalent advisory environment
- Familiarity with SALT diligence across state income/franchise tax, sales & use tax, employment/payroll tax, property tax, and unclaimed property exposure, including nexus, apportionment, filing footprint analysis, compliance gaps, and state conformity to federal transaction elections (including 338(h)(10)).