Manager, M&A Tax Consulting (PE)
Core
Lead day-to-day client and engagement management for middle-market private equity transactions, including tax due diligence, transaction tax structuring, and quantitative tax modeling.
Role type
Manager, M&A Tax Consulting (Private Equity)
Builds
Tax due diligence reports, transaction tax structuring alternatives, quantitative tax models, and purchase agreement tax provisions.
Domain
Financial Services / Private Equity / Mergers & Acquisitions
Required skills
Tax due diligence, transaction tax structuring, quantitative tax modeling, purchase agreement review, tax technical research, client engagement management, data gathering, document review, Excel proficiency
Preferred skills
MBA or LLM in tax, private equity and middle-market transaction experience
Technologies
Excel, AI tools
Responsibilities
Lead day-to-day client and engagement management for middle-market private equity transactions; Develop quantitative tax models to evaluate transaction structures and deal economics; Prepare clear client deliverables and presentations summarizing tax diligence findings; QC deliverables prepared by Senior Associates and other junior team members; Review and analyze tax provisions in purchase agreements and other transaction documents; Manage data gathering, document review, and report preparation for tax due diligence engagements; Perform and supervise tax technical research and transaction analysis; Collaborate with Financial Due Diligence team and other advisory specialists on integrated deals
Seniority
Manager, hands-on IC with leadership responsibilities