The Role
Leads complex M&A tax engagements, including due diligence, transaction structuring, tax attribute analysis, and post-transaction integration planning. Advises clients on federal and state tax implications, reviews technical deliverables, manages engagement budgets and profitability, and serves as a primary client relationship lead. Supports business development, cross-selling, recruiting, mentoring, training, quality control, and risk management across the M&A specialty tax practice.
Summary Generated by Built In
Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.
Join Aprio's Specialty Tax team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Senior Tax Manager, Mergers & Acquisitions to join their dynamic team.
The Senior Manager serves as a technical and client-service leader responsible for managing complex transaction tax engagements, developing team members, expanding client relationships, and supporting the growth of the M&A practice. This role leads buy-side and sell-side transaction engagements, transaction structuring projects, tax due diligence, and specialized consulting projects while working closely with partners, directors, Transaction Advisory professionals, attorneys, private equity groups, corporate development teams, and strategic buyers.
The ideal candidate possesses deep technical expertise, strong project management skills, and the ability to lead multiple fast-paced engagements simultaneously while maintaining exceptional client service and quality standards. The role also plays a critical part in mentoring and developing M&A professionals and supporting the long-term growth of the practice.
Position Responsibilities:
- Lead and manage complex M&A tax engagements, including:
- Buy-side tax due diligence
- Sell-side tax consulting
- Transaction structuring
- Post-transaction integration planning
- Tax attribute analysis
- Section 382 studies
- Section 280G analysis
- Section 1202 consulting
- Executive compensation and transaction-related tax consulting
- Review tax due diligence reports, technical memoranda, and client deliverables for quality, accuracy, and completeness.
Identify tax risks, exposures, opportunities, and planning strategies related to transactions. - Advise clients and internal stakeholders on the tax implications of mergers, acquisitions, divestitures, restructurings, joint ventures, and recapitalizations.
- Research and analyze complex federal and state tax issues affecting transaction structures.
- Serve as a trusted advisor to clients throughout all phases of the transaction lifecycle.
- Lead multiple engagements simultaneously while managing deadlines, budgets, and resource allocation.
- Ensure projects are delivered efficiently and meet Aprio quality and risk management standards.
- Monitor engagement economics, realization, WIP, billing, and profitability.
- Collaborate with Specialty Tax, Transaction Advisory, International Tax, SALT, Legal, and other internal service teams.
- Manage client communications and act as the primary day-to-day relationship lead for key accounts.
- Support practice growth through business development efforts and relationship expansion.
- Identify opportunities to cross-sell Aprio services across existing client relationships.
- Assist in developing proposals, presentations, thought leadership, and marketing initiatives.
- Participate in networking activities, industry events, and referral-source development.
- Support Directors and Partners in pursuing strategic growth opportunities within the M&A marketplace.
- Supervise, coach, and mentor Managers, Senior Associates, Associates, and offshore resources.
- Provide ongoing feedback, career development guidance, and performance coaching.
- Assist with recruiting, interviewing, onboarding, and retention efforts.
- Develop technical training materials and facilitate internal training sessions.
- Promote a culture of accountability, collaboration, continuous improvement, and client service excellence.
- Ensure compliance with Aprio policies, engagement standards, and risk management requirements.
- Escalate significant technical, independence, or client acceptance issues when appropriate.
- Support quality control reviews and technical consultations.
- Maintain awareness of emerging tax law developments and transaction trends.
- Help drive process standardization and continuous improvement initiatives across the M&A practice.
Client Service & Technical Leadership
Engagement Management
Practice Development & Growth
Leadership & Talent Development
Risk Management & Quality Control
Qualifications:
- Bachelor's degree in Accounting, Finance, Taxation, or related field.
- CPA, JD, LLM (Tax), or equivalent professional credential required.
- 8–12+ years of progressive tax experience, including significant M&A transaction tax experience.
- Experience within a national or large regional public accounting firm preferred.
- Extensive knowledge of:
- Corporate taxation
- Partnership taxation
- Tax due diligence
- Transaction structuring
- Section 382
- Section 280G
- Section 1202
- Tax attribute analysis
- Related federal tax concepts
- Proven ability to lead complex client engagements and manage multiple deadlines simultaneously.
- Strong project management, client relationship management, and business development skills.
- Advanced analytical, research, communication, and presentation abilities.
- Strong proficiency with Microsoft Excel, Word, PowerPoint, and tax research platforms.
- Maintain high levels of client satisfaction and engagement quality.
- Deliver projects on time and within budget.
- Develop and mentor future leaders within the practice.
- Drive profitable growth through client expansion and business development.
- Support strong realization, WIP management, and engagement economics.
- Serve as a recognized technical resource within the M&A Specialty Tax practice.
- Contribute to a scalable, repeatable delivery model that supports continued growth of the M&A service line.
Success Measures
A successful Senior Manager will:
Why work for Aprio:
Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.
Perks/Benefits we offer for full-time team members:
- 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
What’s in it for you:
- Working with an industry leader: Be part of a high-growth firm that is passionate for what’s next.
- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.
- A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
- Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
- Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.
EQUAL OPPORTUNITY EMPLOYER
Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.
Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
Skills Required
- Bachelor's degree in Accounting, Finance, Taxation, or a related field
- CPA, JD, LLM in Tax, or equivalent professional credential
- 8-12+ years of progressive tax experience
- Significant M&A transaction tax experience
- Experience with corporate taxation and partnership taxation
- Experience with tax due diligence and transaction structuring
- Knowledge of Section 382, Section 280G, Section 1202, and tax attribute analysis
- Ability to lead complex client engagements and manage multiple deadlines
- Strong project management, client relationship management, and business development skills
- Advanced analytical, research, communication, and presentation abilities
- Strong proficiency with Microsoft Excel, Word, PowerPoint, and tax research platforms
- Experience within a national or large regional public accounting firm
Aprio Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Aprio and has not been reviewed or approved by Aprio.
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Fair & Transparent Compensation — Pay is generally positioned as competitive and fairly paid across many roles, with clearer benchmarking helped by public job-posted ranges and compensation aggregators.
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Healthcare Strength — Health, dental, and vision coverage is positioned as comprehensive and available from day one for full-time hires, which is stronger than the more typical waiting-period approach.
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Retirement Support — Retirement offerings include a 401(k) with profit sharing and access to FSA/Dependent Care accounts, which can improve total rewards when firm performance supports contributions.
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The Company
What We Do
Aprio is a premier CPA and business advisory firm that advises clients and associates on how to achieve what’s next. Aprio’s associates work as integrated teams across advisory, assurance, tax, outsourcing, staffing and private client services, bringing the best thinking and personal commitment to each client. Across practices, Aprio brings together proven expertise, deep understanding and strategic foresight for industries including Manufacturing and Distribution; Non-Profit and Education; Professional Services; Real Estate and Construction; Retail, Franchise and Hospitality; and Technology and Blockchain. Headquartered in Atlanta, Georgia, Aprio has grown to over 1,000+ team members. To serve clients wherever life or business may take them, Aprio’s teams speak more than 30 languages and work with clients in over 50 countries.
