Senior Associate Transaction Tax

Job Summary

To support the continued growth of the Transaction Tax Services practice, the full-time remote Senior Associate Transaction Tax will execute tax due diligence and structuring for private equity sponsors and family offices, managing client communications and drafting deliverables throughout the transaction lifecycle.

Key responsibilities

• Execute federal and state tax due diligence on M&A transactions, identifying historical tax exposures
• Analyze tax attributes and model transaction structuring alternatives, including various tax elections and limitations
• Draft tax diligence reports and coordinate with deal teams to deliver an integrated view of deal risk

Required qualifications

• Bachelor's degree in Accounting, Finance, or a related field
• Active CPA or progress toward completion; JD acceptable with corresponding tax experience
• Minimum two years of progressive tax experience within a national or large regional CPA firm
• Ability to model tax attributes and structuring outcomes in Excel
• Strong written communication skills for creating client-ready deliverables