Senior Tax Manager, Mergers & Acquisitions

Summary

Join Aprio's Specialty Tax team as a Senior Tax Manager and help clients maximize their opportunities. Lead and manage M&A tax engagements, advise on tax implications of various transactions, perform technical research and analysis, and collaborate with cross-functional teams. Supervise and mentor junior team members, prepare client deliverables, and stay current on tax regulations. This role requires a Bachelor's degree in Accounting and a Master's in Taxation (JD/LLM preferred), CPA or Bar admission, and 8+ years of relevant M&A tax experience, including 2+ years as a Senior Manager. Strong analytical, problem-solving, and communication skills are essential. Aprio offers a competitive salary, comprehensive benefits, and a flexible work environment.

Requirements

• Bachelor’s degree in Accounting and Master’s in Taxation; JD/LLM preferred
• CPA or Bar admission required
• 8+ years of relevant experience in M&A tax with a public accounting firm, law firm, or corporate tax department
• 2+ years of experience as Senior Manager or equivalent in M&A tax
• Strong experience in due diligence, structuring, and integration from a tax perspective
• In-depth knowledge of U.S. federal income taxation of corporations and partnerships, Subchapter C, Subchapter K, Section 382, Section 338, and Section 1202
• Strong analytical, problem-solving, and communication skills
• Ability to lead projects and collaborate with cross-functional teams
• Proven leadership and people development capabilities

Responsibilities

• Lead and manage M&A tax engagements including buy side tax due diligence, deal structuring, integration planning, sell side engagements (including tax gross up calculations), and post-transaction support
• Advise clients or internal stakeholders on tax implications of mergers, acquisitions, dispositions, joint ventures, restructurings, and related transactions
• Perform technical research and analysis on a wide range of M&A tax issues including Section 382, consolidated returns, partnership/LLC matters, and Section 1202
• Review and assess financial and tax data to identify risks, exposures, and opportunities during due diligence processes
• Collaborate with corporate development, legal, finance, and external advisors throughout the deal process
• Supervise, coach, and mentor junior team members; foster technical and professional development
• Prepare or review technical memos and client deliverables summarizing key tax issues and recommendations
• Stay current on tax regulations and legislative changes that impact M&A strategies and structures
• Support the development of tools, templates, and best practices to drive process improvement and consistency across M&A engagements

Benefits

• Medical, Dental, and Vision Insurance on the first day of employment
• Flexible Spending Account and Dependent Care Account
• 401k with Profit Sharing
• 9+ holidays and discretionary time off structure
• Parental Leave – coverage for both primary and secondary caregivers
• Tuition Assistance Program and CPA support program with cash incentive upon completion
• Discretionary incentive compensation based on firm, group and individual performance
• Incentive compensation related to origination of new client sales
• Top rated wellness program
• Flexible working environment including remote and hybrid options