Regal Executive Search
M&A Tax Senior Associate
Regal Executive Search, San Francisco, California, United States, 94199
Overview M&A Tax Senior Associate
Apply now, read the job details by scrolling down Double check you have the necessary skills before sending an application. The Transaction Advisory Services (TAS) practice offers opportunities for career advancement in an environment that emphasizes talent retention. TAS leadership focuses on professional and personal development. You will play a key part in continuing to grow the #1 Most Active M&A Advisor Globally. The TAS Tax group provides deal structuring, due diligence, post-deal integration, tax attribute management, and opinions and ruling requests as part of the broader TAS offering. The TAS Tax Senior Associate is an essential team member who will help ensure engagements are executed timely, client expectations are met or exceeded, and support the overall delivery of the national TAS Tax strategy. The Mergers and Acquisitions (M&A) Tax group collaborates with other TAS teams to provide pre- and post-transaction services. Responsibilities
Serves as a member of multiple client engagement teams, participating in due diligence and structuring engagements related to transactions pursued by private equity and strategic corporate entities. Identifies and analyzes tax risks and opportunities while advising both strategic and private equity buyers and sellers on alternative tax strategies for acquisition, disposition, and restructuring of businesses. Assists in reviewing and analyzing merger agreements and providing opinion letters. Reviews, assesses and advises clients regarding the tax computations reflected in their financial models, and assists clients in the quantitative and qualitative analysis of the tax data in their financial projections for the transaction. Manages risk and financial performance of engagements including budgeting, billing and collection. Works closely with and manages colleagues from offices around the world. Develops and mentors subordinates in order to support career satisfaction and progression. Other duties as required. Supervisory Responsibilities
Supervises staff on projects and engagements. QualificationsEducation
Bachelor’s degree required. J.D., LL.M. in Taxation, and/or Master’s in Taxation (MST) from an accredited college/university preferred. Experience
Two (2) or more years of relevant experience. License/Certifications
CPA License and/or J.D. preferred. Software
Strong Excel, Word and PowerPoint skills preferred. Other Knowledge, Skills & Abilities
Excellent tax research skills, including mastery of Checkpoint, CCH and/or Lexis. Experience managing multiple client engagements and client service teams. Excellent verbal and written communication skills. Ability to articulate complex information when providing crucial negotiation insights. Strong self-motivation with the ability to work in a dynamic, time-sensitive environment with varying deliverables and changing requirements. Must be 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 indirect, payroll, property and ad valorem taxes. Understanding of US GAAP, including the accounting for income tax principles. Experience with tax controversy and procedure. Ability and willingness to travel, when necessary.
#J-18808-Ljbffr
Apply now, read the job details by scrolling down Double check you have the necessary skills before sending an application. The Transaction Advisory Services (TAS) practice offers opportunities for career advancement in an environment that emphasizes talent retention. TAS leadership focuses on professional and personal development. You will play a key part in continuing to grow the #1 Most Active M&A Advisor Globally. The TAS Tax group provides deal structuring, due diligence, post-deal integration, tax attribute management, and opinions and ruling requests as part of the broader TAS offering. The TAS Tax Senior Associate is an essential team member who will help ensure engagements are executed timely, client expectations are met or exceeded, and support the overall delivery of the national TAS Tax strategy. The Mergers and Acquisitions (M&A) Tax group collaborates with other TAS teams to provide pre- and post-transaction services. Responsibilities
Serves as a member of multiple client engagement teams, participating in due diligence and structuring engagements related to transactions pursued by private equity and strategic corporate entities. Identifies and analyzes tax risks and opportunities while advising both strategic and private equity buyers and sellers on alternative tax strategies for acquisition, disposition, and restructuring of businesses. Assists in reviewing and analyzing merger agreements and providing opinion letters. Reviews, assesses and advises clients regarding the tax computations reflected in their financial models, and assists clients in the quantitative and qualitative analysis of the tax data in their financial projections for the transaction. Manages risk and financial performance of engagements including budgeting, billing and collection. Works closely with and manages colleagues from offices around the world. Develops and mentors subordinates in order to support career satisfaction and progression. Other duties as required. Supervisory Responsibilities
Supervises staff on projects and engagements. QualificationsEducation
Bachelor’s degree required. J.D., LL.M. in Taxation, and/or Master’s in Taxation (MST) from an accredited college/university preferred. Experience
Two (2) or more years of relevant experience. License/Certifications
CPA License and/or J.D. preferred. Software
Strong Excel, Word and PowerPoint skills preferred. Other Knowledge, Skills & Abilities
Excellent tax research skills, including mastery of Checkpoint, CCH and/or Lexis. Experience managing multiple client engagements and client service teams. Excellent verbal and written communication skills. Ability to articulate complex information when providing crucial negotiation insights. Strong self-motivation with the ability to work in a dynamic, time-sensitive environment with varying deliverables and changing requirements. Must be 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 indirect, payroll, property and ad valorem taxes. Understanding of US GAAP, including the accounting for income tax principles. Experience with tax controversy and procedure. Ability and willingness to travel, when necessary.
#J-18808-Ljbffr