Location: New York,NY, USA
New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring.
ABOUT THE POSITION:
The Tax Director/Partner in Mergers & Acquisitions (M&A) plays a crucial leadership role within the organization, responsible for overseeing and managing all aspects of tax-related matters and M&A activities. This individual will provide strategic guidance to clients, lead a team of professionals, and collaborate with various stakeholders to ensure compliance with tax laws and regulations while optimizing opportunities for mergers and acquisitions.
RESPONSIBILITIES:
Develop and implement tax strategies aligned with business objectives to optimize tax efficiency.
Provide expert advice on domestic and international tax issues, including compliance, planning, and risk management.
Stay abreast of changes in tax laws and regulations and assess their impact on the organization and its clients.
Lead and coordinate due diligence efforts for M&A transactions, identifying potential tax risks and opportunities.
Collaborate with legal, financial, and operational teams to structure deals and transactions tax-efficiently.
Provide strategic guidance on post-merger integration and restructuring to maximize tax benefits.
Serve as a trusted advisor to clients, providing strategic tax planning and M&A advice.
Conduct client meetings and presentations to articulate complex tax concepts clearly and understandably.
Build and maintain strong client relationships, ensuring client satisfaction and identifying opportunities for additional services.
Lead and mentor a team of tax professionals, guiding them on technical matters and professional development.
Foster a collaborative and innovative team culture, encouraging knowledge sharing and continuous learning.
Oversee the preparation and review of tax returns, ensuring accuracy and compliance with relevant regulations.
Manage relationships with tax authorities, addressing inquiries, audits, and other compliance-related matters.
Monitor and report on the organization's overall tax position, risks, and opportunities.
Identify and assess tax risks associated with business activities and transactions.
Develop and implement risk mitigation strategies to minimize exposure and ensure compliance.
QUALIFICATIONS:
Education:
Bachelor's degree (BA/BS) in Accounting, Finance, or a related field.
CPA required.
Experience:
12+ years of experience in tax planning, compliance, and M&A transactions.
Strong knowledge of domestic and international tax laws and regulations.
Consistent business development experience required.
Proven leadership and managerial skills with the ability to motivate and develop a high-performing team.
Excellent communication and interpersonal skills, with the ability to effectively engage with clients and internal stakeholders.
Strategic thinker with the ability to analyze complex issues and provide innovative solutions.
Compensation:
Competitive annual salary in the range of $220,000 to $500,000+, based on individual's experience level.
Attributes:
Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice.
Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively.
Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally.
Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks.
Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency.
Technologically Proficient: Ability to apply technology solutions to work.
Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity.
Action Oriented: Proactively seeks out new and challenging work.
Trustworthiness: Keeps confidences and develops a reputation for being honest and ethical.