Managing Director, M&A Tax Diligence

This is a fully remote position, open to applicants in Colorado, +1 more state.

📋 Description

• Develop and oversee Intrinsic’s M&A tax diligence function within Transaction Advisory Services.

• Manage the tax diligence workstream across various simultaneous transactions from the initial scope to final delivery.

• Act as the primary tax advisor on intricate buy-side and sell-side transactions for private equity sponsors and mid-market companies.

• Assess entity structures, intercompany arrangements, and past filing positions.

• Examine federal income tax, state and local tax, employment tax, sales/use tax, and unclaimed property risks.

• Create succinct tax diligence reports and convert analyses into suggestions for purchase price adjustments, escrow requirements, indemnification measures, and representations and warranties.

• Counsel on tax-efficient structuring of corporate and flow-through transactions.

• Collaborate with financial due diligence teams, legal advisors, valuation experts, client deal professionals, finance teams, controllers, and external tax consultants.

• Establish tax diligence methodology, templates, checklists, and reporting frameworks.

• Consolidate technical insights, deal lessons, and emerging tax trends into reusable intellectual resources.

• Recognize cross-selling opportunities with TAS and FAAS leadership.

• Present intricate tax findings and provide advice to PE deal teams, CFOs, and legal advisors.

• Build the tax diligence team and cultivate the practice’s intellectual capital.

⛳️ Requirements

• Over 15 years of progressive experience in M&A tax, transaction tax advisory, or tax due diligence.

• Background at a Big 4 firm, a large law firm, a national advisory practice, or a specialized tax consultancy.

• Significant experience with middle-market private equity-backed transactions.

• Extensive technical knowledge in complex corporate and flow-through tax structuring.

• Proven success in leading complex, high-stakes transactions.

• Proficiency in entity classification, tax-efficient structuring, partnership and pass-through taxation, nexus and apportionment, transaction cost analyses, and the preservation and optimization of tax attributes.

• Experience in identifying and quantifying tax risks and opportunities related to transactions.

• Background in preparing comprehensive tax due diligence reports and presenting findings to sponsors, investors, and deal teams.

• Extensive experience in evaluating state and local tax risks, including nexus determinations, apportionment methodologies, sales and use tax exposure, unclaimed property compliance, and voluntary disclosure considerations.

• JD/LLM in Taxation, CPA, or a comparable credential is strongly preferred.

• Capability to articulate complex tax positions in straightforward terms.

• Ability to manage competing priorities among deal teams, management, auditors, and legal advisors.

• Proficiency in developing methodologies, templates, and playbooks.

• Skills in hiring, delivering feedback, creating growth opportunities, and fostering employee development.

🏝️ Benefits

• Performance-driven bonus with substantial potential.

• Comprehensive medical, dental, and vision coverage.

• 401(k) plan with employer contributions.

• Paid time off, which includes vacation, sick leave, and company holidays.

• Paid parental leave.

• Flexible hybrid and remote work options.

• Support for professional development and reimbursement for continuing education.

• Involvement in the firm's employee ownership program.