Transaction Tax Senior Associate
Core
Execute buy-side and sell-side tax due diligence and model acquisition structuring alternatives for private equity sponsors, family offices, and strategic acquirers.
Role type
Senior Associate, Transaction Tax (M&A)
Builds
Tax diligence reports, structuring memoranda, and step plans for PE deal teams, lenders, and legal counsel.
Domain
U.S. Corporate Tax / M&A / Private Equity
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Federal and state tax due diligence, Section 338(h)(10) and 336(e) elections, Section 382 limitations, NOL utilization modeling, basis step-up calculations, partnership/LLC tax profile review, purchase agreement tax provision review, client communication
Preferred skills
Master of Accountancy (MAcc), Master of Science in Taxation (MST), LL.M., PE portfolio company exposure, deal lifecycle document familiarity
Technologies
Excel
Responsibilities
Execute federal and state tax due diligence on M&A transactions; Analyze target tax attributes and model structuring outcomes; Review target tax profiles across entity types; Draft tax diligence reports and structuring memoranda; Coordinate with internal and external workstream leads; Support transaction execution including purchase agreement review and post-close planning
Seniority
Senior, hands-on IC