Federal Tax Transaction Advisory Services Senior Associate
Core
Senior Associate in Tax Transaction Advisory delivering tax due diligence, structuring, and advisory services for mergers, acquisitions, dispositions, and restructurations for private equity sponsors and corporate acquirers.
Role type
Senior IC tax transaction advisory associate
Builds
Tax due diligence reports, technical memoranda, and transaction impact analyses for M&A deals
Domain
Professional services / Corporate tax / Mergers & Acquisitions
Deliverable
client delivery
Required skills
Tax due diligence, tax research, quantitative analysis, technical writing, workstream management, financial model review, stakeholder coordination
Preferred skills
Active CPA license, U.S.-admitted attorney status, IRS Enrolled Agent (EA), JD, LLM in Tax, Master's in Accounting or Taxation
Technologies
Microsoft Excel, Word, PowerPoint
Responsibilities
Own assigned workstreams for tax due diligence and structuring; review tax returns and data-room materials to identify exposures; perform tax research and quantitative analyses; draft client deliverables including issue summaries and technical memoranda; review tax provisions in merger agreements and analyze financial models; manage work plans and data requests; coordinate with clients and specialists; provide task-level guidance to associates and interns
Seniority
Mid-level, hands-on IC with mentorship responsibilities