Federal Tax Transaction Advisory Services Manager
Core
Managing day-to-day delivery of high-quality transaction-related tax services, including tax due diligence, structuring, and advisory for mergers, acquisitions, and restructurings.
Role type
Manager, Tax Transaction Advisory
Builds
Tax-efficient transaction alternatives, client-ready diligence reports, technical memoranda, and structuring analyses.
Domain
Professional services / US Federal Tax / Mergers & Acquisitions
Deliverable
client delivery
Required skills
US federal income tax expertise, transaction structuring, engagement management, financial model review, client relationship management, team supervision
Preferred skills
JD or LLM-Tax, additional professional designations
Technologies
Microsoft Excel, Word, PowerPoint
Responsibilities
Lead engagement workstreams for M&A and restructurings; identify and evaluate tax exposures and planning opportunities; review transaction documentation and financial models; prepare technical memoranda and diligence reports; manage engagement economics and quality standards; coach and develop team members.
Seniority
Manager, hands-on IC with leadership