M&A Tax Senior - Private Equity
Core
M&A Tax Senior supporting private equity sponsors and portfolio companies on buy-side and sell-side transactions, including tax due diligence, structuring, and quantitative modeling.
Role type
Senior IC M&A Tax Advisor (Private Equity)
Builds
Tax due diligence reports, transaction tax models, and purchase agreement tax provisions for middle-market PE deals.
Domain
Financial Services / Private Equity / M&A Tax
Deliverable
client delivery
Required skills
tax due diligence, transaction tax structuring, quantitative tax modeling, federal income tax research, purchase agreement review, Excel, complex business analysis
Preferred skills
CPA license, JD/LLM in taxation, Big Four M&A Tax experience
Technologies
Excel, AI tools
Responsibilities
Execute tax due diligence and M&A engagements for middle-market PE clients; analyze tax data to identify risks and opportunities; assist with tax structuring and quantitative modeling; research federal tax issues for deal advice; review tax provisions in purchase agreements; collaborate with Financial Due Diligence team; use AI tools to accelerate service delivery.
Seniority
Senior, hands-on IC
