Principal, Mergers and Acquisitions (M&A) Tax
Core
Lead complex M&A tax structuring and advisory for Private Equity clients, driving deal momentum and creating value through strategic tax insights.
Role type
Principal, M&A Tax (Private Equity focus)
Builds
Tax strategies and advisory services for Private Equity transactions
Domain
Financial Services / Mergers & Acquisitions / Tax
Deliverable
client delivery
Required skills
Complex corporate and flow-through transaction tax structuring, Private Equity deal experience, Strategic tax planning, Business development and client acquisition, Team leadership and mentorship, Relationship management with deal teams and stakeholders
Preferred skills
Entrepreneurial drive, Public speaking and thought leadership, Process improvement
Technologies
N/A
Responsibilities
Advise substantial Private Equity client relationships on functional objectives, Deliver tax consulting for complex mergers, acquisitions, divestitures, and restructuring, Acquire new Private Equity clients and projects through networking, Mentor team members and develop succession plans, Represent the firm at conferences and through publications, Collaborate with investment bankers, legal advisors, and portfolio company management
Seniority
Principal, strategic leadership and mentorship