Transaction Advisory Services Manager - Tax

Posted 2 Days Ago
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Jacksonville, FL, USA
In-Office
Senior level
Professional Services • Consulting
The Role
Lead tax due diligence, deal structuring, and post-transaction tax planning for buy-side and sell-side M&A transactions. Manage client relationships, collaborate with attorneys and deal teams, analyze tax-efficient structures and after-tax cash flows, review transaction documents, research complex tax issues, and deliver timely advisory services under tight deadlines. Support additional tax engagements and foster team development through servant leadership and knowledge sharing.
Summary Generated by Built In

Job Description:
We have an opportunity for a Transaction Advisory Services Manager - Tax to join our growing team. Our transaction advisory practice provides tax due diligence, deal structuring, and post-transaction tax planning for buy-side and sell-side M&A transactions serving private equity sponsors, family offices, strategic acquirers, and business owners across middle-market companies in a variety of industries. You will lead tax engagements, manage client relationships, and collaborate closely with attorneys, investment bankers, and deal teams to maximize post-transaction cash flows and deliver high-quality tax advisory services.
We are seeking candidates who are passionate about growing their career in transaction advisory services, thrive in a fast-paced deal environment, and who feel Ennis, Pellum is the right fit to be Your Partner For Success.

Responsibilities:
As Transaction Advisory Services Manager - Tax, you will lead tax due diligence engagements, advise on deal structure optimization, and provide post-transaction tax planning for M&A transactions. Consult with attorneys on proposed deal structures including purchase price allocations for asset deals. Review reps and warranties, rollover agreements, and operating agreements in rollover entities. Provide assistance with pre-sale restructuring and reorganization. Analyze tax-beneficial pre and post-sale elections and prepare after-tax cash flow analyses. Review installment arrangements and deferred tax considerations. Communicate regularly with deal teams throughout all phases of transactions. Ensure client satisfaction by providing quality, timely, and responsive services while adapting to tight deal timelines. Research complex tax issues in a transaction context, and foster a learning environment through servant leadership and knowledge sharing. This role may also involve supporting other tax and advisory engagements as needed.

Specific Requirements:
•    5+ years of transaction advisory, M&A tax, public accounting tax, or relevant corporate tax experience (M&A focus, corporate development)
•    CPA license highly preferred
•    Demonstrated experience with tax due diligence, deal structuring, and M&A transactions
•    Strong technical knowledge of federal and state tax law, entity taxation (partnerships, S-corps, C-corps)
•    Experience with tax structuring to maximize after-tax cash flows
•    Ability to work independently and collaboratively with attorneys and deal teams
•    Effective interpersonal skills, including strong written and verbal communication
•    Proven analytical and problem-solving abilities
•    Sound judgment and ability to make decisions effectively under tight deadlines
•    Experience with AI tools and data analytics preferred
•    Experience with Axcess Tax and ProSystemfx Engagement a plus
•    Servant leadership mindset and commitment to team development
•    Construction and contractor industry experience a plus

Skills Required

  • 5+ years of transaction advisory, M&A tax, public accounting tax, or relevant corporate tax experience with an M&A focus
  • CPA license
  • Experience with tax due diligence, deal structuring, and M&A transactions
  • Strong technical knowledge of federal and state tax law
  • Knowledge of entity taxation, including partnerships, S-corps, and C-corps
  • Experience with tax structuring to maximize after-tax cash flows
  • Ability to work independently and collaboratively with attorneys and deal teams
  • Strong written and verbal communication skills
  • Analytical and problem-solving abilities
  • Sound judgment and effective decision-making under tight deadlines
  • Experience with AI tools and data analytics
  • Experience with Axcess Tax and ProSystemfx Engagement
  • Servant leadership mindset and commitment to team development
  • Construction and contractor industry experience
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The Company
HQ: Jacksonville, FL
48 Employees
Year Founded: 1978

What We Do

Ennis, Pellum & Associates, CPAs (jaxcpa.com) is a locally owned, award-winning certified public accounting and consulting firm founded in 1978 and based in Jacksonville, Florida. Its experienced professionals provide accounting, audit, tax, technology consulting, and business advisory services to privately held companies and their owners throughout Northeast Florida and nationwide. The firm is committed to helping its clients and its people succeed and serves as an independent member of the BDO alliance.

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