Mergers and Acquisitions Tax Planning Consulting Opportunity

M&A TAX PLANNING CONSULTING OPPORTUNITY

HIGHLY TRANSACTIONAL M&A TAX ENGAGEMENT – This is an ideal opportunity for an experienced M&A Tax professional looking to support a highly transactional environment with a variety of transactions annually across all stages of the M&A process.

UTILIZE TECHNICAL M&A TAX EXPERTISE – This consultant will play a key role across the transaction lifecycle, supporting structuring, tax due diligence, transaction document review, modeling oversight, and post-close integration. The role will partner closely with internal tax teams, legal teams, modeling experts, and outside advisors.

SCOPE – This is a deal-cycle-driven role where structuring, diligence, and transaction document review will be front-loaded around signing and closing activity. The post-close component will focus on transitioning transactions to the tax provision team through handoff memos, presentation materials, and compliance checklists. The underlying post-close execution will remain with the tax provision team.

Company:

Our client is a fast-growing, multibillion-dollar company with a strong presence in the technology sector and a highly active M&A strategy. The company is primarily U.S.-focused and continues to expand through a steady pipeline of M&A activity, creating an exciting opportunity to support a dynamic and rapidly evolving technology company.

Key Responsibilities:

·         Support tax structuring and due diligence across a variety of M&A and strategic transactions

·         Review transaction documents and identify key tax provisions, risks, and exposures

·         Partner with internal teams and external advisors on transaction tax modeling and technical analysis

·         Provide guidance on areas such as tax-free reorganizations, Section 382, tax attributes, basis step-ups, and purchase price allocation

·         Support the post-close tax handoff and integration process

·         Collaborate with tax, legal, finance, and external advisors to evaluate and resolve complex transaction tax matters

Requirements:

·         Experience with a variety of M&A and strategic transaction structures

·         Strong U.S. federal M&A tax experience working through all stages of the M&A process

·         Experience reviewing tax provisions in transaction agreements; negotiation experience is highly preferred

·         Strong understanding of transaction tax modeling and technical M&A tax issues; hands-on modeling experience is preferred

·         Cross-border tax diligence experience is a plus

·         Strong communication and stakeholder management skills

·         Proactive, analytical, and adaptable with the ability to quickly assess complex transactions and identify key tax risks

·         JD background is highly desirable

·         REIT and technology industry expertise is highly preferred

·         Big 4 and/or in-house experience preferred

This is an urgent need so please contact Alexis Geddis, Senior Recruiter, as soon as possible if you would like to learn more about this opportunity:

Alexis.Geddis@taxforce.com

843-216-7444 ext 108

If you are not currently interested, please pass this along to someone you think is a good match.

·