M&A Tax Supervisor

This is a fully remote position, open to applicants in California.

📋 Description

• Assist and help lead tax due diligence for both buy-side and sell-side transactions in the middle market.

• Conduct thorough diligence on income tax, sales tax, property tax, payroll tax, and unclaimed property.

• Prepare and present detailed due diligence reports.

• Analyze deal structures and recommend tax-efficient strategies.

• Support the integration process post-transaction.

• Manage tax compliance engagements for individuals, corporations, and partnerships.

• Perform initial reviews of work products from tax seniors, tax staff, and interns.

• Act as a primary client contact for the firm.

• Identify and create opportunities for value-added services for clients.

• Mentor and coach junior staff members.

• Anticipate, identify, and assist in resolving complex tax-related issues.

• Manage expectations of both internal and external stakeholders regarding deliverables and deadlines.

• Conduct tax research and provide guidance on tax matters.

⛳️ Requirements

• Bachelor's degree in accounting, finance, or a related field.

• Over 3 years of experience in corporate tax.

• Familiarity with C and S-Corps, as well as partnerships.

• Exceptional project management, analytical, interpersonal, and communication abilities.

• Self-driven with the capability to juggle multiple tasks and meet deadlines.

• Strong ambition for career growth and aspirations toward future firm ownership.

• CPA or Attorney license is preferred.

• Preferred strong background in individual, corporate, and partnership taxation.

• Consultative or advising experience is preferred.

• Knowledge of CCH Axcess Tax is preferred.

🏝️ Benefits

• Flexible PTO.

• Excellent Voluntary Insurance Options.

• 401(k) Matching.

• Discretionary Bonus.

• Commitment to Professional Development.

• Tuition reimbursement for advanced education.

• Meaningful work that positively impacts our clients' lives.