Alvarez & Marsal
Senior Associate, Global Transaction Tax (State & Local)
Alvarez & Marsal, Miami, Florida, us, 33222
Senior Associate, Global Transaction Tax (State & Local)
Join the
Senior Associate, Global Transaction Tax (State & Local)
role at
Alvarez & Marsal .
About Alvarez & Marsal Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 professionals in more than 40 countries. We take a hands‑on approach to solving clients’ problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work—guided by A&M’s core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity—are why our people love working at A&M.
Team A&M’s Global Transaction Tax team is composed of seasoned tax professionals experienced in providing practical tax advice to corporate and private equity clients throughout the transaction life cycle. The team uses an integrated, focused, and tailored approach to rapidly identify and understand potential deal breakers, value drivers, and other areas of specific interest to our clients. Our professionals have significant experience on both buy‑side and sell‑side transactions across all industries, including education, energy, environmental services, financial institutions, healthcare, and software and technology.
How You Will Contribute
Perform due diligence, including the review of tax returns, financials, and other documentation to identify and evaluate potential tax risks and opportunities.
Review and comment on tax aspects of financial models, purchase agreements, and structuring calculations.
Take ownership of assigned workstreams, creating and preserving relevant diligence work products, ensuring supervisors can timely review and provide constructive feedback, and proactively responding to changes in workflow.
Draft client‑ready reports summarizing the tax issues and attributes identified during diligence.
Quantify state income and non‑income tax exposures.
Coordinate with federal and international tax team members, as well as financial and operational due diligence team members, to deliver the highest quality integrated work product.
Begin developing and assuming responsibility for managing client relationships by communicating and responding to client expectations, gathering data relevant to the engagement, and tailoring project deliverables accordingly.
Qualifications
Bachelor’s degree in Accounting, Finance, or Business required.
Advanced Degree or Certification preferred: CPA, MST, MAcc, JD or LLM.
At least 3 years of relevant experience in a mergers & acquisitions tax practice at a Big 4 firm, Big Law firm, or similar firm.
Knowledge of, and experience with, federal and state income tax, non‑income tax, and unclaimed property issues, with the capability to perform research and effectively apply that knowledge and experience to client situations.
Strong writing, analytical, research and organizational skills.
Strong verbal and written communication skills.
Strong sense of personal motivation as well as the ability to work with a team.
Ability to work in a dynamic, time‑sensitive, and at times challenging environment.
Experience with delegation of work, supervision of others, developing work plans, following budgetary guidelines, and leading diligence calls.
Ability to give and receive constructive feedback and implement changes to improve performance.
Your Journey at A&M We prioritize an employee experience that fosters each person’s unique professional and personal development. Our robust performance development process promotes continuous learning, rewards contributions, and fosters a culture of meritocracy. With top‑notch training and on‑the‑job learning opportunities, you can acquire new skills and advance your career.
Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings’ fringe benefits, including healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages, as well as a 401(k) retirement savings plan with annual discretionary contribution. Employees are eligible for paid time off, including vacation, personal days, 72 hours of sick time, ten federal holidays, one floating holiday, and parental leave.
Equal Opportunity Employer Alvarez & Marsal’s practice is to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression, sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by applicable laws.
Unsolicited Resumes from Third‑Party Recruiters We do not accept unsolicited resumes from third‑party recruiters unless such recruiters are engaged to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting agency, person or entity.
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Senior Associate, Global Transaction Tax (State & Local)
role at
Alvarez & Marsal .
About Alvarez & Marsal Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 professionals in more than 40 countries. We take a hands‑on approach to solving clients’ problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work—guided by A&M’s core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity—are why our people love working at A&M.
Team A&M’s Global Transaction Tax team is composed of seasoned tax professionals experienced in providing practical tax advice to corporate and private equity clients throughout the transaction life cycle. The team uses an integrated, focused, and tailored approach to rapidly identify and understand potential deal breakers, value drivers, and other areas of specific interest to our clients. Our professionals have significant experience on both buy‑side and sell‑side transactions across all industries, including education, energy, environmental services, financial institutions, healthcare, and software and technology.
How You Will Contribute
Perform due diligence, including the review of tax returns, financials, and other documentation to identify and evaluate potential tax risks and opportunities.
Review and comment on tax aspects of financial models, purchase agreements, and structuring calculations.
Take ownership of assigned workstreams, creating and preserving relevant diligence work products, ensuring supervisors can timely review and provide constructive feedback, and proactively responding to changes in workflow.
Draft client‑ready reports summarizing the tax issues and attributes identified during diligence.
Quantify state income and non‑income tax exposures.
Coordinate with federal and international tax team members, as well as financial and operational due diligence team members, to deliver the highest quality integrated work product.
Begin developing and assuming responsibility for managing client relationships by communicating and responding to client expectations, gathering data relevant to the engagement, and tailoring project deliverables accordingly.
Qualifications
Bachelor’s degree in Accounting, Finance, or Business required.
Advanced Degree or Certification preferred: CPA, MST, MAcc, JD or LLM.
At least 3 years of relevant experience in a mergers & acquisitions tax practice at a Big 4 firm, Big Law firm, or similar firm.
Knowledge of, and experience with, federal and state income tax, non‑income tax, and unclaimed property issues, with the capability to perform research and effectively apply that knowledge and experience to client situations.
Strong writing, analytical, research and organizational skills.
Strong verbal and written communication skills.
Strong sense of personal motivation as well as the ability to work with a team.
Ability to work in a dynamic, time‑sensitive, and at times challenging environment.
Experience with delegation of work, supervision of others, developing work plans, following budgetary guidelines, and leading diligence calls.
Ability to give and receive constructive feedback and implement changes to improve performance.
Your Journey at A&M We prioritize an employee experience that fosters each person’s unique professional and personal development. Our robust performance development process promotes continuous learning, rewards contributions, and fosters a culture of meritocracy. With top‑notch training and on‑the‑job learning opportunities, you can acquire new skills and advance your career.
Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings’ fringe benefits, including healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages, as well as a 401(k) retirement savings plan with annual discretionary contribution. Employees are eligible for paid time off, including vacation, personal days, 72 hours of sick time, ten federal holidays, one floating holiday, and parental leave.
Equal Opportunity Employer Alvarez & Marsal’s practice is to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression, sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by applicable laws.
Unsolicited Resumes from Third‑Party Recruiters We do not accept unsolicited resumes from third‑party recruiters unless such recruiters are engaged to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting agency, person or entity.
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