Mergers & Acquisitions (M&A) Tax Manager
At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who careabout you, about our clients, and about our communities. Here, you'll work towards our mission of empowering others to embrace opportunity, growing as a leader along the way. Our firm's size, middle-market clients, customized career paths, and supportive culture make this a reality. Join a values-driven firm where you'll have fun while solving complex and interesting business challenges.
Introduction to the Team
Our Mergers and Acquisitions practice works with owners and investors to help them ease their tax burden and quantify tax exposures in a wide range of transactions, including buy-side and sell-side, restructuring, taxable and tax-free transactions. We provide our clients with tax due diligence, tax structuring, quantitative tax modeling services, transaction agreement review and consultation, and tax technical support. Individuals who thrive at Moss Adams exhibit the following success skills Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus.
Responsibilities
Develop and serve as a firm technical resource for the U.S. federal income tax aspects of due diligence and mergers and acquisitions. Solve complex tax, accounting, and business issues, with a focus on developing tax structures and providing tax due diligence services for buy-side and sell-side transactions. Analyze target-company tax information to understand historical trends, quantify historic and future tax exposures, identify planning opportunities, and participate in interviews with tax and accounting service providers and management. Prepare efficient tax structures for mergers and other corporate reorganizations. Tax impact modeling to quantify attribute availability, basis step-up, and structural impact on client and target tax profile. Leverage technical knowledge and experience to provide effective project management and practice development, delivering timely and responsive services and products that meet or exceed client expectations. Assist with proposals and business development, including development of marketing materials. Write and co-author technical articles for publication. Develop and participate in public speaking opportunities at tax conferences and events. Occasional domestic travel to visit clients and attend firm events.
Qualifications
Bachelor's in accounting or equivalent required; Master's degree in Taxation or JD with LLM in taxation preferred. CPA required. If not CPA, must meet educational requirements to obtain license upon hire in state of employment. Minimum 4 years of tax experience preferably with a public accounting firm or law firm. Experience must include significant tax due diligence and merger and acquisitions tax consulting. Significant experience working with private equity and strategic buyers and sellers. Possess the ability to analyze complex business and transactional situations. Experience supervising and training staff. Strong project management and organizational skills. Excellent interpersonal, verbal, and written communication skills. Ability to work effectively both as part of a team and independently. Ability to handle multiple priorities, tasks, and simultaneous projects.
Here, you'll be challenged and rewarded for leadership, technical excellence, and inspired perspectives. That's why we offer opportunities to build your skills and explore your career in a supportive environment. At Moss Adams, where you take your career is up to you.
Moss Adams is an Equal Opportunity Employer as to all protected groups, including protected veterans and individuals with disabilities. Moss Adams complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and / or to receive other benefits and privileges of employment, please contact careers@mossadams.com.
Compensation Range (Denver Market ONLY) : Washington State - $130,000 - 195,000 California State - $130,000 - 215,000 Colorado State - $130,000 - 195,000 New York State - $130,000 - 215,000
Primary Location : Orange County, CA Other Locations : Pasadena, CA, New York, NY, Woodland Hills, CA, Spokane, WA, San Diego, CA, Denver, CO, Walnut Creek, CA, El Segundo, CA, Tacoma, WA, San Francisco, CA, Dallas, TX, Phoenix, AZ, Seattle, WA, Silicon Valley, CA, Portland, OR, Houston, TX Employee Status : Regular Schedule : Full Time Req ID : 28369
Acquisition Manager • Dallas, TX, US