CareerPlan

State & Local Tax M&A Senior Manager, Tax Transaction Advisory Services

Boca Del Mar, FL, USFull-time2026-10-02 → 2026-11-09
Hybrid

Core

Senior Manager leading State & Local Tax (SALT) due diligence, transaction advisory, and restructuring engagements for M&A and corporate transactions.

Role type

Senior Manager, Tax Transaction Advisory (M&A & Restructuring)

Builds

State tax due diligence reports, transaction structuring analyses, cash tax impact models, and integration plans for acquisitions and reorganizations.

Domain

Professional Services / State & Local Tax / Mergers & Acquisitions

Deliverable

client delivery

Required skills

State & Local Tax technical expertise, M&A transaction advisory, tax modeling, client relationship management, team leadership, tax research, regulatory interpretation

Preferred skills

Tax research platforms (Bloomberg Tax, Checkpoint, CCH), Advanced Excel modeling, Data analytics tools (Alteryx, Power BI)

Responsibilities

Lead state tax due diligence for acquisitions and restructurings; Advise on transaction structuring and state tax implications; Mentor and develop tax professionals; Serve as primary client contact for tax directors and CFOs; Research and interpret state tax laws and legislative developments

Seniority

Senior Manager, hands-on IC with leadership responsibilities