Tax Partner - Mergers & Acquisitions

Job Description

Job Description

Tax Partner – Mergers & Acquisitions

Location : New York, NY or Boca Raton, FL (Hybrid)

Work Model : Hybrid (Minimum 1 day in office per week)

Employment Type : Full-Time

Seniority Level : Executive

Overview

Our client, a nationally ranked CPA and advisory firm, is seeking a highly experienced Tax Partner specializing in Mergers & Acquisitions (M&A) to lead strategic tax planning and transactional support for complex M&A engagements. This executive-level role requires deep expertise in corporate structuring, due diligence, and tax-efficient deal execution for both buyers and sellers in various industries.

Key Responsibilities

Serve as the lead tax advisor on buy-side and sell-side M&A transactions

Conduct and oversee tax due diligence and risk assessments

Advise clients on structuring options to optimize tax outcomes

Collaborate closely with legal, accounting, and advisory teams to deliver integrated solutions

Guide clients through post-transaction integration from a tax perspective

Stay current with evolving federal and state tax regulations affecting M&A activity

Build and manage relationships with private equity firms, corporate clients, and strategic investors

Mentor and develop staff within the tax advisory and transaction services teams

Requirements

Qualifications

Bachelor’s degree in Accounting, Finance, or related field

CPA certification required

Minimum 10+ years of public accounting experience , with at least 5 years focused on M&A tax advisory

Deep understanding of corporate structuring , partnership transactions , IRC 338(h)(10) , 754 elections , and international tax considerations

Strong leadership, communication, and client relationship management skills

Proven ability to manage multiple complex transactions simultaneously

Preferred Background

Experience at a Top 50 audit, tax, and advisory firm

Strong network in private equity and corporate finance sectors

Must currently be working in public accounting (not a corporate finance or internal tax department role)

About the Firm

This firm is consistently recognized as one of the “ Best of the Best ” accounting firms nationwide, with a robust presence in New York City, Long Island, and Florida . Known for its culture of collaboration and professional excellence, the firm provides comprehensive tax, audit, and advisory services across diverse industries.

Job Details

Experience Required : 10+ years

Location : New York, NY or Boca Raton, FL

Schedule : Full-time, hybrid (1+ days / week in office)

Number of Openings : 1