REMOTE M&A Tax Partner! - Daley and Associates

M&A Tax Partner - Remote within US - National CPA Firm

Our team is working with a leading national CPA firm looking to hire a M&A Tax Partner to their growing team. This firm particularly has a heavy Private Equity client base. This leader will need to have experience in dealing with these mergers & acquisitions and the Tax Advisory within corporate, state, and international.
 

Responsibilities: 

• Working directly with team members across our organization and our clients to develop comprehensive solutions to complex transactional challenges as well as post-merger planning opportunities. 

• Leveraging tax technical knowledge to lead engagement teams in performing buy- and sell-side due diligence and developing tax-efficient acquisition and divestiture structures

• Conducting, developing, overseeing and reviewing tax due diligence, tax structuring and tax modeling workstreams including but not limited to identification and mitigation of relevant historical and projected tax risks, tax-advantage structuring, optimizing and preserving valuable tax attributes, mitigating tax costs related to cancellation of indebtedness income and worthless stock deduction analysis, conducting Section 382 and transaction cost analyses

• Managing the resolution of technical tax issues dealing with consolidated returns, S Corporations, partnerships, and limited liability companies

• Identifying and analyzing tax risks and opportunities while advising both strategic and private equity buyers and sellers on alternative tax strategies for the acquisition, disposition, and restructuring of businesses

• Lead the comprehensive review and analysis of all legal documents related to M&A transactions, including but not limited to, purchase agreements, contracts, and financial arrangements. This involves a detailed examination of terms and conditions, representations and warranties, indemnities, and other clauses to identify tax obligations, risks, and opportunities.

• Recognize opportunities to grow and expand the tax services. This includes recommendations to expand the scope to dig deeper into key risks identified during the course of diligence, structuring support, and post-close support related to tax issue remediation and ongoing compliance.

• Support the development of cross-functional marketing materials.

• Expanding tax research skills through deep exploration of complex technical tax issues across a broad spectrum of tax law

• Teaching, guiding, and coaching team members across our organization

• Working within our current deliverable framework to support conclusions and highlight key risks

• Creating tax financial analysis models

• Maximizing client relationships by introducing value-enhancing ideas and strategies, then bringing the right specialty tax teams to serve in new ways.

• Leveraging personal networks in the business community and across Private Equity channels to identify new sales and service opportunities. 

• Contributing to marketing and business development efforts
   

Qualifications:

• 12+ years of tax advisory experience or a combination of audit, tax, and financial due diligence experience with a top tier firm

• Bachelor’s degree in accounting

• CPA, Masters in Taxation or JD/LLM

• Strong desire to be a part of and contribute to the growth of a high performing client focused team

• Knowledge of a broad range of corporate tax matters in various industries

• Be well-versed in what is required to deliver at a high-level to private equity, with a demonstrated track record of working with these types of clients.

• Have a consulting mindset and approach to client interaction and expectations. Recognize that we are most effective when we become an extension of our clients’ teams.

• Proven ability to articulate complex information when providing crucial negotiation insights

• Technically competent across multiple US federal, international, and state income tax disciplines

• Fundamental working knowledge of all or essentially all non-income based federal, state, and foreign tax regimes, including but not limited to indirect, payroll, property and ad valorem taxes

• Understanding of US GAAP, including the ASC 740 accounting for income tax principles

• Experience with federal tax controversy, practice, and procedure matters

This role is a full time 100% remote opportunity within the US that will offer up to $325K base salary, substantial bonus, and outstanding benefits. If you are interested in this opportunity, please reach out to Vincenzo Kulturides directly at vkulturides@daleyaa.com

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