Feeding growth in Africa.
Senior Associate, Transaction Tax
Location
United States
Posted
5 days ago
Salary
$95.6K - $140.4K / year
Seniority
Senior
Job Description
Senior Associate, Transaction Tax
CBH
• Execute federal and state tax due diligence on M&A transactions, including identification and quantification of historical tax exposures across income, sales and use, payroll and unclaimed property • Analyze target tax attributes and model the impact of transaction structuring alternatives — including Section 338(h)(10) and 336(e) elections, Section 382 limitations on net operating loss (NOL) utilization, basis step-ups, Section 704(c) built-in gain or loss allocations and Section 751 hot asset considerations • Review target tax profiles across entity types, including consolidated C corporation groups, S corporations, partnerships, LLCs and pass-through structures • Draft tax diligence reports, structuring memoranda and step plans suitable for delivery to PE deal teams, lenders and legal counsel • Coordinate with internal and external workstream leads — financial due diligence, valuation, legal and quality of earnings providers — to deliver an integrated view of deal risk • Support transaction execution, including review of purchase agreement tax provisions (representations, indemnities, tax matters, Section 338(h)(10) language) and post-close integration planning • Manage day-to-day client communication on assigned workstreams and present findings directly to deal team leads
Job Requirements
- Bachelor’s degree in Accounting, Finance or related field
- Active CPA or demonstrated progress toward completion desired; JD acceptable in lieu of CPA for candidates with corresponding tax experience
- Minimum two years of progressive tax experience within a national or large regional CPA firm supporting M&A activities or preparing/reviewing federal and state returns for multi-state filers
- Ability to model tax attributes and structuring outcomes in Excel, including NOL and credit utilization, basis calculations and after-tax cash flow analysis
- Strong written communication skills, with the ability to convert complex technical analysis into concise, client-ready deliverables
- Proven ability to manage competing deadlines across multiple live deals
- Self-starter mindset and comfort operating in a fast-moving, entrepreneurial environment
Benefits
- Annual bonus
- Medical, dental, and vision care
- Disability and life insurance
- Generous Paid Time Off
- Retirement plans
- Paid Care Leave
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