Transaction Services Senior Tax Manager

2 weeks, 1 day ago
Full-time
Senior
Finance and Accounting
Exactera

Exactera

Exactera: Transforming tax operations with intelligent software and AI-driven solutions for streamlined compliance and reduced risk.

Diversified Financial Services
1-10

Description

  • Manage transaction tax engagements end-to-end across buy-side, sell-side, and post-close client work.
  • Lead transaction cost analyses under Section 263(a)/INDOPCO, including success-based fee analysis and Rev. Proc. 2011-29 safe harbor elections.
  • Perform Section 382/383 ownership change analyses, limitation calculations, NUBIG/NUBIL determinations, and Section 338 approach modeling.
  • Support buy-side and sell-side tax due diligence, including exposure identification, attribute analysis, and structuring considerations.
  • Own project execution, including status updates, timelines, technical issue-spotting, and deliverable management.
  • Collect, format, and analyze large datasets to build complex calculation models and support tax positions.
  • Draft and review technical memoranda, opinion letters, IRS responses, and ruling requests, and support audit readiness.
  • Mentor, train, supervise, and review junior team members to ensure quality and best practices.
  • Advise on post-acquisition R&D credit treatment under Section 41(f)(3) and related short-year or amended return implications.
  • Coordinate purchase accounting support, including purchase price allocations, fixed asset step-up, cost segregation, and depreciation reviews.

Requirements

  • Bachelor’s degree in Accounting, Economics, Finance, or a related field; CPA, JD, or MST strongly preferred.
  • 5+ years of hands-on M&A or transaction tax experience with client interaction and engagement management.
  • Big 4 or national firm transaction tax practice experience is a plus.
  • Working technical command of Sections 263(a), 382/383, 338, 280G, and 1060, plus familiarity with federal consolidated return concepts.
  • Strong analytical, research, organizational, and project-management skills.
  • Comfort managing multiple deals in a deadline-driven environment.
  • Excellent written and verbal communication skills with the ability to explain technical concepts to deal teams, private equity sponsors, and client stakeholders.
  • Demonstrated people leadership experience, including training, supervising, and reviewing work for quality.
  • Practical experience with R&D credits (Section 41), Section 174 amortization, cost segregation/fixed assets, IC-DISC, or state tax due diligence is a plus.

Benefits

  • Collaborative team culture with opportunities for career development and growth.
  • Generous vacation policy, including paid parental leave.
  • Comprehensive health plans with FSA and HSA options.
  • 401(k) retirement plan.
  • Life and disability insurance coverage.
  • Supplemental benefits including dependent care savings, pet insurance, will preparation, and an employee assistance program.

Interested in this position?

Apply directly on the company website

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