Tax Transaction Advisory Services Manager

Pay: $100000.00 - $150000.00 per year

Why This Is a Great Opportunity

• Join a rapidly growing Transaction Advisory Services practice where your expertise in M&A taxation will directly influence its continued success.
• Advise business owners and transaction teams on complex tax matters related to mergers acquisitions and business sales.
• Lead tax-related transaction advisory engagements including deal structuring tax due diligence and purchase agreement reviews.
• Be part of a collaborative leadership team that values servant leadership mutual respect and developing future leaders.
• Work in an innovative AI-forward environment that embraces technology and automation to enhance client service.
• Focus on delivering exceptional client work and managing relationshipsbusiness development is handled by dedicated team members.
• Enjoy a flexible hybrid work schedule with opportunities for flexibility during onboarding.
• Build a long-term career with excellent advancement opportunities as our advisory practice continues to grow.
• Relocation assistance is available for exceptional candidates.

Location: Jacksonville FL Hybrid. We believe collaboration matters which is why our team works together in the office during onboarding before transitioning to a hybrid schedule requiring two days per week in the office with the flexibility to work remotely up to three days per week. Our standard onboarding period is three months onsite but flexibility may be available depending on the candidate.

Note: Candidates should have a strong tax background at the Tax Manager level or above with 2 years of M&A-related tax experience. Experience in transaction tax structuring M&A tax due diligence or purchase agreement tax matters is highly desirable. Candidates with primarily audit Quality of Earnings or Financial Due Diligence experience without a strong tax background are not a fit.

About Us

We are a growing public accounting and advisory firm committed to helping both our clients and our people succeed. Our culture is built on collaboration servant leadership continuous learning and treating each team member with respect.

As our Transaction Advisory Services practice continues to expand were seeking an experienced tax professional to help business owners navigate the complexities of mergers acquisitions and business sales.

Were creating opportunities for talented professionals to grow into future leaders while making a meaningful impact on clients and teammates alike. Confidential Employer.

Job Description

• Advise clients on tax implications of mergers acquisitions business sales and other complex transactions.
• Review letters of intent (LOIs) and recommend tax-beneficial transaction structures and adjustments.
• Prepare preliminary tax calculations and evaluate the tax consequences of proposed transactions.
• Assist with tax due diligence inquiries from buyers and their advisors.
• Review purchase agreements and recommend or prepare revisions to tax-related provisions to achieve favorable tax treatment.
• Evaluate transaction terms including indemnifications representations and warranties and other provisions affecting sellers.
• Prepare tax gross-up calculations and analyze tax consequences of stock sales versus asset sales.
• Review rollover equity arrangements and related operating agreements.
• Assist with net working capital calculations negotiations and post-closing true-ups.
• Analyze debt and debt-like items and their impact on transaction proceeds.
• Prepare or coordinate required transaction-related tax filings including those associated with F-reorganizations.
• Assist with closing schedules funds flow statements and transaction-related negotiations.
• Oversee or assist with tax return preparation for the year of a business sale.
• Collaborate with attorneys investment bankers private equity firms business owners and other transaction professionals.
• Manage multiple client engagements while maintaining high standards of service and accuracy.
• Mentor and develop team members while supporting a collaborative team-first culture.
• Leverage AI and modern technology tools to improve efficiency and client service.

Qualifications

• Tax Manager-level experience or above preferably within a public accounting or tax advisory firm.
• 2 years of experience working on M&A-related tax matters.
• Strong knowledge of federal income taxation and the tax implications of business acquisitions and dispositions.
• Experience in one or more areas of transaction tax advisory such as M&A tax structuring tax due diligence purchase agreement tax review or transaction tax calculations.
• Familiarity with stock versus asset sale considerations tax elections and transaction-related tax compliance.
• Ability to evaluate complex tax issues and provide practical recommendations to clients.
• Strong analytical communication and relationship-management skills.
• Ability to manage multiple engagements and collaborate with cross-functional transaction teams.
• CPA strongly preferred.
• Experience advising privately held businesses business owners or private equity-backed companies is a plus.
• Experience with F-reorganizations tax gross-up calculations rollover equity arrangements or seller-side transaction advisory is a plus.
• Experience with AI tools data analytics or modern tax technology is a plus.
• Construction or contractor industry experience is a plus.

Experience Expectations: Candidates at the lower end of the compensation range should be capable of performing transaction-related tax advisory work with some oversight. Candidates at the higher end should be capable of independently managing most aspects of M&A tax engagements. Exceptional Senior Manager Principal or Director-level candidates may be considered for higher compensation based on their expertise.

Why You Will Love Working Here

• Youll join a firm where culture genuinely matters. We believe in servant leadership collaboration respect and helping one another succeed.
• Youll work alongside an energetic leadership team thats intentionally investing in growth to create long-term advancement opportunities for high performers.
• We embrace AI and innovation giving our team access to modern technology while encouraging continuous learning and professional development.

If youre looking for a place where your tax expertise leadership technical knowledge and ideas will be valuedand where you can make a meaningful impact on complex M&A transactions without the pressure of generating new businesswed love to meet you.

JPC-2503

Benefits:

• Health insurance
• Paid time off
• Retirement plan
• Vision insurance

Requirements: Must haves: 2 years of M&A-related tax exp. Must have transaction tax structuring M&A tax due diligence or tax implications of purchase agreements exp. Audit-only or QoE/FDD-only exp does not qualify. Must be tax manager or above.

Submission Email: Name / Todd - ;

Quick Recruiter Reference

Growing Jacksonville CPA firms Transaction Advisory Services practice seeking a Tax Transaction Advisory Services Manager to advise clients on M&A-related tax matters including transaction structuring tax due diligence purchase agreement review and transaction tax calculations.

Recruiters Submission: To submit cancel - Tax Transaction Advisory Services Manager - Ennis Pellum & Assoc CPAs - JPC-2503 - Source

*New Job Order Alert*

• Client job title: Tax Transaction Advisory Services Manager

• Location: Jacksonville FL

• On-site hybrid remote: Hybrid

• Experience: 2

• Good fit job titles/keywords for candidates: M&A Tax Manager Transaction Tax Manager Tax Transaction Advisory Manager Tax TAS Manager M&A Tax Advisory Manager Tax Senior Manager (M&A) Transaction Tax Senior Manager Tax Director (M&A) Transaction Tax Director.

• # of hires needed: 1