Moss Adams LLP
Mergers & Acquisitions (M&A) Tax Manager
Moss Adams LLP, San Francisco, California, United States, 94199
Overview
At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care—about 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 participating 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. Certain jurisdictions in the United States require employers to disclose the pay range in job postings. This is the typical range of pay for the position. Actual compensation may depend on factors such as qualifications, work experience, skills, and geographic location. This position may be eligible for an annual discretionary bonus. For more information about our benefit offerings and other total rewards, visit our careers page. Compensation Range (Denver Market ONLY):
Washington State - $130,000 - 195,000California State - $130,000 - 215,000Colorado State - $130,000 - 195,000New 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
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At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care—about 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 participating 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. Certain jurisdictions in the United States require employers to disclose the pay range in job postings. This is the typical range of pay for the position. Actual compensation may depend on factors such as qualifications, work experience, skills, and geographic location. This position may be eligible for an annual discretionary bonus. For more information about our benefit offerings and other total rewards, visit our careers page. Compensation Range (Denver Market ONLY):
Washington State - $130,000 - 195,000California State - $130,000 - 215,000Colorado State - $130,000 - 195,000New 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
#J-18808-Ljbffr