Tax Transaction Advisory Services Manager
Core
Managing day-to-day delivery of high-quality transaction-related tax services, including due diligence, structuring, and advisory for mergers, acquisitions, and restructurings.
Role type
Manager, Tax Transaction Advisory
Builds
Tax-efficient transaction alternatives, diligence reports, technical memoranda, and structuring analyses for private equity sponsors and corporate acquirers.
Domain
Professional Services / Tax / Mergers & Acquisitions
Deliverable
client delivery
Required skills
Tax due diligence, transaction structuring, tax exposure identification, engagement management, financial model review, client relationship management, team supervision, technical judgment, project management
Preferred skills
Juris Doctor (JD), Master of Laws (LLM - Tax), Master's in Accounting or Taxation
Technologies
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
Responsibilities
Plan and coordinate tax due diligence and advisory services for M&A transactions; identify and evaluate tax exposures and planning opportunities; review tax returns, workpapers, and transaction documentation; prepare client-ready diligence reports and technical memoranda; review tax assumptions in client financial models; manage engagement economics, budgets, and timelines; coordinate with domestic and international offices; lead routine status calls and present findings; support proposals and market initiatives; supervise staff and senior team members.
Seniority
Manager, hands-on IC with leadership responsibilities