Tax Transaction Advisory Services Senior Associate
Core
Senior Associate in Tax Transaction Advisory delivering tax due diligence, structuring, and advisory services for mergers, acquisitions, dispositions, and restructurings.
Role type
Senior IC tax transaction advisory associate
Builds
Tax diligence reports, technical memoranda, and transaction impact analyses for private equity sponsors and corporate acquirers
Domain
Professional services / Corporate tax / Mergers & Acquisitions
Deliverable
client delivery
Required skills
Tax due diligence, tax research, quantitative analysis, technical writing, workstream management, financial model analysis, stakeholder coordination
Preferred skills
Active CPA license, U.S.-admitted attorney status, IRS Enrolled Agent, advanced degree (JD, LLM-Tax, Master's in Accounting/Taxation)
Technologies
Microsoft Excel, Word, PowerPoint
Responsibilities
Own assigned workstreams for transaction engagements, review tax returns and data-room materials, perform tax research and quantitative analyses, draft client deliverables, review tax provisions in merger agreements, manage work plans and trackers, coordinate with clients and specialists, provide task-level guidance to associates and interns
Seniority
Senior, hands-on IC with leadership responsibilities