The M&A Tax Manager will be part of the Advisory team as well as function as the primary support of Tax M&A. The Manager will work on engagements supported by Directors and Partners who will educate, train and promote a great working environment. PKF O’Connor Davies continues to grow its Advisory and Tax practices and the candidate selected will have room for continued advancement and promotion throughout their career.
Essential Duties
Assist clients in corporate and private equity tax matters, including but not limited to: research and assessment of federal tax issues involving entity formation, deal structuring, M&A tax due diligence, and business tax advisory.
Perform due diligence, including the review of tax returns, financials, and other tax/non-tax documentation to assess tax risks and identify opportunities for tax efficiencies
Review and advise on transaction documents including purchase agreements and disclosure schedules
Develop and communicate complex tax models, tax benefit analysis, and other tax calculations
Provide tax advice and support to clients and their legal advisors
Conduct legal research and apply tax law to transaction scenarios (including modeling)
Keep apprised of issues relevant to the accounting industry as well as federal, state and local tax laws
Monitor emerging tax issues that could impact clients, such as private equity firms
Perform special projects assigned
Qualifications
5+ years of U.S. corporate income tax experience in a legal capacity preferably with a major law firm, CPA firm or tax department of a major corporation
CPA license or J.D. required (LL.M. in Taxation preferred)
Excellent analytical and problem solving skills
Strong accounting knowledge and Excel modeling skills
Strong research skills
Superior verbal and written communication skills
Ability to handle multiple projects at one time
Strong attention to detail
Ability to work independently and in a fast paced and challenging team environment
Experience reviewing documents for corporate governance as well as external contracts
This is not a compliance role.
We are interested in all qualified candidates who are currently authorized to work in the United States. However, we are not able to sponsor work visas.
PKFOD is an equal opportunity employer. The Firm is committed to providing equal employment opportunity to all persons in connection with hiring, assignment, promotion, compensation or other conditions of the employment relationship regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, philosophy/religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation or belief, or any other status protected by federal, state or local law.
To all staffing agencies: PKF O'Connor Davies, LLP (“PKFOD”) will not be utilizing agencies to staff this position. Please do not forward resumes to PKFOD partners and/or employees at any of our locations regarding this position. Any recruiter who would like to partner with PKFOD on other positions must have an updated contractual agreement with PKFOD through the Director of Talent Acquisition. Please be reminded, PKFOD is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of PKFOD.
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