Senior Associate, Compensation and Benefits (Transaction Tax)
Core
Senior tax professional providing compensation and benefits tax due diligence, planning, and structuring advice for M&A transactions.
Role type
Senior Associate, Transaction Tax (Compensation & Benefits)
Builds
Tax-efficient transaction structures, due diligence work products, and compliance assessments for corporate and private equity buyers/sellers.
Domain
Mergers & Acquisitions, Tax Law, Compensation & Benefits
Required skills
Compensation and benefits tax concepts (Sections 83, 409A, 280G), M&A transaction structuring, equity plan analysis, benefit plan compliance testing, payroll tax treatment, financial modeling, tax research, analytical skills
Preferred skills
CPA, JD, or LLM, Mergers and Acquisitions experience
Technologies
Microsoft Excel, IRS Form 5500, W-2, K-1, 1099
Responsibilities
Perform tax due diligence on historic tax profiles and filing history; review equity plans, change in control plans, and golden parachute calculations; evaluate benefit plan compliance (retirement plans, Section 125, discrimination testing); review payroll tax treatment and withholding policies; comment on compensation aspects of purchase agreements and financial models; coordinate with federal, state, local, and international tax teams.
Seniority
Senior, hands-on IC