Exactera - Transaction Services Senior Tax Manager
Requirements
• Bachelor’s degree in Accounting, Economics, Finance, or related field; CPA, JD, or MST strongly preferred. • 5+ years of hands-on M&A / 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, and 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; ability to translate technical concepts for deal teams, private equity sponsors, and client stakeholders. • Demonstrated people leadership: training, supervising, and reviewing work for quality. • Bonus: practical experience with R&D credits (Section 41), Section 174 amortization, cost segregation / fixed assets, IC-DISC, or state tax due diligence.
Responsibilities
• Manage transaction tax engagements end-to-end, working closely with the Practice Leader and cross-functional teams (R&D, cost segregation, transfer pricing). • Lead transaction cost analyses under Section 263(a)/INDOPCO, including succes-based fee analysis and the Rev. Proc. 2011-29 safe harbor election, with supporting documentation studies. • Perform Section 382/383 ownership change analyses and limitation calculations, including NUBIG/NUBIL determinations and Section 338 approach modeling. • Support buy-side and sell-side tax due diligence: exposure identification, attribute analysis (NOLs, credits, E&P), and structuring considerations (stock vs. asset, Section 338(h)(10)/336(e) elections). • Own project execution: 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/or review technical memoranda (opinion letters, IRS responses, ruling requests) and support audit readiness, including UTP/FIN 48 reserve considerations. • Mentor, train, and supervise junior team members; ensure consistent quality and best practices. • Advise on post-acquisition treatment of R&D credits and base amounts under Section 41(f)(3), including short-year and amended return implications. • Support Section 280G golden parachute analyses (identification of disqualified individuals, valuation of parachute payments, shareholder approval exceptions). • Lead/support E&P studies, stock basis studies, and transaction-driven earnings and attribute computations. • Coordinate purchase accounting support: purchase price allocations, fixed asset step-up, cost segregation on acquired assets, and depreciation method/class-life reviews. • Assist clients with Section 174 capitalization/amortization modeling in the context of acquisitions and dispositions.
Benefits
• (The following only applies to US-based positions) • A collaborative team culture with opportunities for career development. • Ample opportunities to be recognized, build valuable skills, and grow your career. • 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 like a dependent care savings plan, pet insurance, will preparation, and an employee assistance program.
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