The TSO Associate/Senior Associate will be a key member of our fast-growing M&A tax team that is dedicated to support buy-side and sell-side tax due diligence engagements for private equity groups, corporations, partnerships, and privately held businesses. The TSO Associate/Senior Associate will play a key role in due diligence meetings with target management. In addition, the individual will have the opportunity to assist with tax structuring engagements—such as step up calculations, Section 382 limitation calculations, transaction step plans, and other tax modeling exercises tailored to meet client needs.
Responsibilities
- Assist with buy-side and sell-side tax due diligence for M&A transactions including analyzing historical tax filings, workpapers, and financial statements, and identifying and quantifying tax exposures related to income, sales/use, payroll, property, and unclaimed property.
- Prepare call agendas for tax due diligence meetings with target management.
- Assist in assessing tax attributes, including NOLs and credits, including any limitations under Section 382/383.
- Prepare tax due diligence reports and executive summaries outlining key findings, risks, and structuring considerations in a clear, concise and articulate manner.
- Conduct focused tax research on technical issues and transaction-specific fact patterns.
- Lead and assist sections of tax due diligence meetings with target management
- Collaborate with other Elliott Davis team members, including FDD and tax subject matter specialists
Required Qualifications
- Bachelor’s degree from an accredited college/university in accounting or finance required.
- Masters in Taxation, or JD in tax and/or LLM preferred.
- Two to four years of tax due diligence experience at public accounting, Big 4, advisory firm, or comparable environment
- Strong understanding of US federal and state income tax principles applicable to M&A transactions
- Experience reviewing tax returns, financial statements, and supporting schedules
- Strong analytical, organization, and written communication skills
- Proficiency in Excel and common tax research tools
Preferred Qualifications
- CPA, JD, or progress toward certification
Professional Attributes
- Detail-oriented with ability to manage multiple projects and deadlines
- Collaborative mindset with strong client-service orientation
- Comfortable working in a fast-paced, deal-driven environment
- Willingness to learn and take increasing responsibility over time
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