M&A Tax Advisory, Senior Associate

Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices — located in the fastest growing cities in the US — are built on a foundation of inclusivity, collaboration, and collective growth. We work daily to provide exceptional service to our people, customers, and our communities. Audit and assurance services are provided by Elliott Davis, LLC (doing business in NC and D.C. as Elliott Davis, PLLC), a licensed CPA firm.

The TSO Associate/Senior Associate will be a key member of our fast-growing M&A tax team that is dedicated to support buy-side and sell-side tax due diligence engagements for private equity groups, corporations, partnerships, and privately held businesses. The TSO Associate/Senior Associate will play a key role in due diligence meetings with target management. In addition, the individual will have the opportunity to assist with tax structuring engagements—such as step up calculations, Section 382 limitation calculations, transaction step plans, and other tax modeling exercises tailored to meet client needs.

Responsibilities

• Assist with buy-side and sell-side tax due diligence for M&A transactions including analyzing historical tax filings, workpapers, and financial statements, and identifying and quantifying tax exposures related to income, sales/use, payroll, property, and unclaimed property.
• Prepare call agendas for tax due diligence meetings with target management.
• Assist in assessing tax attributes, including NOLs and credits, including any limitations under Section 382/383.
• Prepare tax due diligence reports and executive summaries outlining key findings, risks, and structuring considerations in a clear, concise and articulate manner.
• Conduct focused tax research on technical issues and transaction-specific fact patterns.
• Lead and assist sections of tax due diligence meetings with target management
• Collaborate with other Elliott Davis team members, including FDD and tax subject matter specialists

Required Qualifications

• Bachelor’s degree from an accredited college/university in accounting or finance required.
• Masters in Taxation, or JD in tax and/or LLM preferred.
• Two to four years of tax due diligence experience at public accounting, Big 4, advisory firm, or comparable environment
• Strong understanding of US federal and state income tax principles applicable to M&A transactions
• Experience reviewing tax returns, financial statements, and supporting schedules
• Strong analytical, organization, and written communication skills
• Proficiency in Excel and common tax research tools

Preferred Qualifications

• CPA, JD, or progress toward certification

Professional Attributes

• Detail-oriented with ability to manage multiple projects and deadlines
• Collaborative mindset with strong client-service orientation
• Comfortable working in a fast-paced, deal-driven environment
• Willingness to learn and take increasing responsibility over time

#LI-EH1

#LI-HYBRID

We believe that when our employees are able to thrive in all facets of life, their work and impact are that much greater.
That's right – all aspects of life, not just your life as an employee, because we understand that there's life beyond your job. Here are some of the ways our work works for your life, your growth, and your well-being: 
•    generous time away and paid firm holidays, including the week between Christmas and New Year’s
•    flexible work schedules
•    16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid  and caregiver leave (once eligible) 
•    first-class health and wellness benefits, including wellness coaching and mental health counseling
•    one-on-one professional coaching
•    Leadership and career development programs
•    access to Beyond:  a one-of-a kind program with experiences that help you expand your life, personally and professionally

NOTICE TO 3RD PARTY RECRUITERS
Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. Resumes submitted or candidates referred to any employee of Elliott Davis by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Elliott Davis. Elliott Davis will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.
 

ADA REQUIREMENTS
The physical and cognitive/mental requirements and the work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Physical Requirements
While performing the duties of this job, the employee is:
•    Regularly required to remain in a stationary position; use hands repetitively to operate standard office equipment; and to talk or hear, both in person and by telephone
•    Required to have specific vision abilities which include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus

Cognitive/Mental Requirements
While performing the duties of this job, the employee is regularly required to:
•    Use written and oral communication skills. 
•    Read and interpret data, information, and documents. 
•    Observe and interpret situations. 
•    Work under deadlines with frequent interruptions; and
•    Interact with internal and external customers and others in the course of work.