Mergers & Acquisitions (M&A) Tax Services Manager

Grant Thornton LLP San Francisco , CA 94118

Posted 2 months ago

Grant Thornton is collaborative, entrepreneurial and on the move. As part of a dynamic global organization of 47,000 people serving clients in more than 140 countries, we have the agility and focus it takes to be a leader.

Mergers and Acquisitions Tax Manager

POSITION SUMMARY:

Grant Thornton's responsive, partner-led Tax service teams help dynamic companies navigate complexity and grow with insightful, practical tax advice. In addition to tax professionals in our offices across the United States, our Washington National Tax Office provides deep technical knowledge and responsive support in local, state, federal and international tax. Our tax services include: compliance, human capital services, federal tax services, international tax services, state and local tax services, private wealth services, tax reporting and advisory, partnership taxation, not-for-profit tax, and mergers & acquisition tax services.

Grant Thornton's Mergers and Acquisitions Tax Services team is a highly responsive, experienced group of tax professionals dedicated to assisting our dynamic clients in managing risk and identifying opportunities before, during and after major life cycle events including significant acquisitions, dispositions, capital raises, restructurings and distributions. Recognizing that our services are a critical component of our clients M&A strategy, we work collaboratively with our clients and colleagues, both domestically and abroad. With the support of our broad tax services and advisory offerings, such as transaction advisory services, valuation services and our international network, we are uniquely positioned to anticipate and respond to complex transaction related issues with agility and distinctive client service.

The M&A Tax Services Manager will be responsible for the delivery of a full range of M&A Tax services to various clients in a wide variety of industries. Responsibilities will include: interacting closely with the firm's clients and internal engagement teams to provide innovative tax planning and consulting services in a highly responsive transactional environment that will drive value throughout a client's investment decision; assist in developing and managing a high functioning team of professionals that work closely with and collaborate among senior transaction professionals of the firm; the candidate will also be expected to participate in developing new relationships that will drive personal and firm growth.

Essential Duties and Responsibilities:

  • Oversee the efforts of multiple client service teams on client engagements where the candidate will assist with the planning and execution of M&A tax consulting projects in a wide variety of industries within a highly diverse client base that includes financial and strategic sponsors.

  • Lead engagement teams in conducting buy-side and sell-side tax due diligence, as well as developing tax-efficient acquisition and divestment structures. Work clients and outside legal counsel to review tax and financial models, as well as transaction documents.

  • Serve as engagement team lead and first point of review for attribute profiling/modeling engagements (i.e., Section 382 ownership shift and limitations analyses, consolidated stock basis studies, earnings and profits analyses, transaction cost analyses).

  • Serve as a point of client contact during the M&A/engagement lifecycle for purposes of providing on-call tax-related transaction consultative services, as well as maintaining active communication to manage expectations, ensure client satisfaction and manage engagements efficiently through close.

  • The candidate will work with senior professionals in marketing, selling, designing, and implementing tax-planning strategies to new and existing firm clients.

  • Develop relationships with the firm's senior client serving professionals in different lines of business to assist in driving firm growth by introducing the breadth of the services the firm has to offer its existing and new clients.

  • Assist in developing and maintaining new business and client relationships, both with existing Firm clients and new clients.

  • Manage, develop, train, and mentor M&A tax staff on tax projects and assess their performance by providing timely feedback at the end of each engagement and for purposes of year-end reviews.

  • Work effectively with our Washington National M&A tax services team in providing state-of-the art tax thought leadership.

  • Other job duties as assigned.

  • Bachelor's degree in accounting and licensed CPA or JD. Masters in Taxation/LLM in Taxation preferred.

  • A minimum of five to seven years of progressive federal tax consulting experience, as well as some amount of business entity tax compliance; experience in public accounting or a combination of corporate and public accounting experience a plus.

  • Outstanding, proven experience in working effectively in a team environment, including all aspects of staff development, which may include team members in other offices.

  • Technical expertise in transaction tax and related matters, including significant experience conducting buy and sell-side tax due diligence projects, including diligence on pass-through entities; design and development of transaction structures using both corporate and pass-through entities; assessment of corporate tax attributes including historical tax basis, earnings and profits, and limitations applicable to net operating losses and tax credits, post-transaction planning including legal entity rationalization and application of consolidated return regulations.

  • Superior analytical, technical, and tax accounting/technology skills, coupled with excellent written, interpersonal and presentation skills, as well as a proven ability to adapt to different situations, identify issues and work with specialists in other tax technical areas to resolve issues.

  • Computer expertise including knowledge of tax software and technology, including spreadsheet modeling.

Additional information.

  • Ability to work additional hours as needed and travel domestically to various client sites.

Benefits

Grant Thornton LLP promotes a nationally recognized culture of health and offers an extensive array of benefits to meet individual lifestyles. For a complete list of benefits, please visit www.gt.com.

Founded in Chicago in 1924, Grant Thornton LLP (Grant Thornton) is the U.S. member firm of Grant Thornton International Ltd., one of the world's leading organizations of independent audit, tax and advisory firms. Grant Thornton has revenues in excess of $1.6 billion and operates 59 offices across the U.S., with more than 590 partners and 8,500 employees in the U.S. and at our Shared Services Center in Bangalore, India.

Grant Thornton works with a broad range of publicly- and privately-held companies, government agencies, financial institutions, and civic and religious organizations. Core industries served include consumer and industrial products, financial services, not-for-profit, private equity, and technology. Grant Thornton focuses on serving dynamic organizations that pursue growth holistically whether through revenue improvement, leadership, mission fulfillment or innovation.

It is Grant Thornton's policy to promote equal employment opportunities. All personnel decisions, including, but not limited to, recruiting, hiring, training, promotion, compensation, benefits and termination, are made without regard to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, citizenship status, veteran status, disability or any other characteristic protected by applicable federal, state or local law.


icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Risk And Financial Advisory Senior Manager Mergers And Acquisitions Financial Due Diligence

Deloitte & Touche L.L.P.

Posted 2 weeks ago

VIEW JOBS 6/12/2019 12:00:00 AM 2019-09-10T00:00 Are you looking to capitalize on your assurance and technical accounting experience in a fast –paced and dynamic deal environment? Deloitte M&A Services is the recognized marketplace leader among large professional services firms in providing merger, acquisition, and divestiture services to corporate strategic buyers and private equity investors. We work with clients on the full range of deal execution issues, including due diligence, tax and accounting structuring, merger integration and post transaction considerations. Our multi-disciplinary approach combines M&A, industry and other function specialists to provide fact-based answers and objective feedback geared to minimizing risk and increasing returns. Join our large-cap private equity team in providing market-leading acquisition and divestiture advisory services that span the M&A lifecycle from growth strategy to target screening and diligence, through integration and separation support. M&A transactions are among the more complex activities a business can undertake. Our M&A practice is comprised of professionals who are dedicated exclusively to M&A services. We work with both private equity investors and corporate strategic buyers and sellers to deliver a full range of deal advice and execution support, including due diligence, tax and accounting structuring, merger integration, separation and post-transaction support. Working with our seasoned multi-disciplinary M&A team, you will deliver the best commercial solutions to our M&A clients and maximize their stakeholders' value. We are seeking an M&A Accounting Senior Manager with experience serving private equity to lead M&A financial due diligence, structuring and deal execution support. Work you'll do As a technical expert with deep exposure to accounting issues and reporting requirements, you will research and work with M&A teams on a broad spectrum of technical accounting matters including complex issues in accounting for business combinations, consolidations, share-based compensation, revenue recognition, leases, intangibles and financial instruments. In addition, you will have the opportunity to directly deliver highly valued service to clients through working on a diverse array of M&A engagements. You will - * Lead M&A transaction advisory engagements primarily working with large-cap private equity investors and their portfolio companies * Coordinate with PEI investment professionals on diligence focus areas and communicate issues and deal considerations on a real-time basis * Manage and coordinate M&A engagement execution with Deloitte's cross-functional M&A engagement teams * Conduct diligence discussions with various parties throughout the M&A process including clients, sellers, management teams, potential bidders and other advisors * Create and tailor analyses of target financial data to identify valuation and contractual matters for consideration in evaluating quality of earnings, normalized working capital, and items affecting future cash flows. * Produce and deliver customized diligence reports summarizing key diligence findings * Advise and comment on financial and accounting considerations in investment models * Provide advice and recommendations on various deal specific contractual matters including purchase agreements, bank finance agreements and public debt offering documents * Identify integration, separation and post-transaction transition issues * Engage in PEI and portfolio company client relationship development activities * Evaluate, counsel, mentor and provide feedback to other team members; contribute to the ongoing development of M&A best practice The team An in-depth understanding of the M&A landscape, market experience, and access to our global network of advisors means we have the capabilities to help clients confidently pursue strategic transactions in both domestic and global markets – this includes managing the entire M&A lifecycle. Working with our clients to develop growth strategies based on their organizational goals, our services are designed to help clients be prepared to capitalize on opportunities during the merger, acquisition or divestiture process. Learn more about Deloitte Risk and Financial Advisory's Mergers and Acquisition practice. How you'll grow At Deloitte, our professional development plan focuses on helping people at every level of their career to identify and use their strengths to do their best work every day. From entry-level employees to senior leaders, we believe there's always room to learn. We offer opportunities to help sharpen skills in addition to hands-on experience in the global, fast-changing business world. From on-the-job learning experiences to formal development programs at Deloitte University, our professionals have a variety of opportunities to continue to grow throughout their career. Explore Deloitte University, The Leadership Center. Benefits At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you. Deloitte's culture Our positive and supportive culture encourages our people to do their best work every day. We celebrate individuals by recognizing their uniqueness and offering them the flexibility to make daily choices that can help them to be healthy, centered, confident, and aware. We offer well-being programs and are continuously looking for new ways to maintain a culture where our people excel and lead healthy, happy lives. Learn more about Life at Deloitte. Corporate citizenship Deloitte is led by a purpose: to make an impact that matters. This purpose defines who we are and extends to relationships with our clients, our people and our communities. We believe that business has the power to inspire and transform. We focus on education, giving, skill-based volunteerism, and leadership to help drive positive social impact in our communities. Learn more about Deloitte's impact on the world. Recruiter tips We want job seekers exploring opportunities at Deloitte to feel prepared and confident. To help you with your interview, we suggest that you do your research: know some background about the organization and the business area you're applying to. Check out recruiting tips from Deloitte professionals. * At least 8 years of public accounting experience, with minimum 3 years of M&A * Knowledge of US GAAP/IFRS and SEC financial reporting requirements * Solid project management skills and ability to lead teams in planning, execution and delivery of engagements * Strong written and oral communication skills, including presentation skills * Proficient in Microsoft Office Suite, strong Excel skills * Bachelor's degree in Accounting or equivalent from an accredited college/university * Must be a licensed CPA * Ability to travel * Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future As used in this document, "Deloitte" means Deloitte LLP and its subsidiaries. Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. Deloitte will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws. See notices of various ban-the-box laws where available. https://www2.deloitte.com/us/en/pages/careers/articles/ban-the-box-notices.html Requisition code: E20NATESRMSP003-FDD * * * * * * Deloitte & Touche L.L.P. San Francisco CA

Mergers & Acquisitions (M&A) Tax Services Manager

Grant Thornton LLP