Position 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.
Qualifications:
- 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.
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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.