Senior Manager, M&A and Tax Planning
In this role you will lead global M&A investments and post-closing integration and compliance activities. You will partner with internal teams, tax colleagues, and external advisors on the tax aspects of acquisitions, dispositions, investments, structuring, and integration, ensuring tax planning and technical matters are accurately reflected in tax filings. You will perform tax modeling and quantitative analyses (e.g., Sections 382/383, stock basis, and transaction-related calculations). You will research complex tax issues, advise cross-functional stakeholders (HR, Treasury, Legal, Corporate Development, Accounting), and prepare technical tax memoranda supporting filing positions and planning strategies. You will manage income tax audits from planning and IDR responses through resolution. You will support special tax projects, including new product reviews, Treasury and Capital Markets initiatives, and state income tax planning.
Responsibilities
- Lead global M&A investments and post-closing integration and compliance activities.
- Partner with internal teams, tax colleagues, and external advisors on the tax aspects of acquisitions, dispositions, investments, structuring, and integration, ensuring tax planning and technical matters are reflected in tax filings.
- Perform tax modeling and quantitative analyses (e.g., Sections 382/383, stock basis, and transaction-related calculations).
- Research complex tax issues, advise cross-functional stakeholders (HR, Treasury, Legal, Corporate Development, Accounting), and prepare technical tax memoranda supporting filing positions and planning strategies.
- Manage income tax audits from planning and IDR responses through resolution.
- Support special tax projects, including new product reviews, Treasury and Capital Markets initiatives, and state income tax planning.
Requirements
- 5+ years of relevant experience in M&A tax, including complex federal income tax planning and tax research experience at a Big Four accounting firm, law firm, or a large multinational corporate environment.
- Knowledge of US federal income tax (e.g., subchapter C and consolidated return regulations).
- Excellent tax research skills.
- Experience working in a dynamic and collaborative environment.
- Project management skills and an enjoyment for working on multiple projects with ownership of your function.
- Hands-on willingness to accept challenging projects outside areas of experience or comfort.
Benefits
- Remote work
- Medical insurance
- Flexible time off
- Retirement savings plans
- Modern family planning