CareerPlan

Principal, Mergers and Acquisitions (M&A) Tax

USA NY New York City 66 Hudson Blvd EFull-time2026-10-05 → 2026-11-10

Core

Lead complex M&A tax structuring and advisory for Private Equity clients, driving deal momentum and creating value through strategic tax insights.

Role type

Principal, M&A Tax (Private Equity focus)

Builds

Tax strategies for mergers, acquisitions, divestitures, and restructurings

Domain

Financial Services / Mergers & Acquisitions / Tax

Deliverable

client delivery

Required skills

complex corporate and flow-through transaction tax structuring, relationship development, business development, team mentorship, risk management, strategic thinking, client advisory, cross-border transaction expertise, deal team collaboration

Preferred skills

entrepreneurial drive, conference speaking, article authoring, process improvement

Technologies

N/A

Responsibilities

Advise and influence substantial Private Equity client relationships; address complex M&A tax matters; deliver tax consulting for M&A and restructuring transactions; network to acquire new clients and revenue; develop and inspire team members; represent the firm in the marketplace

Seniority

Principal, hands-on IC with leadership and mentorship duties