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We are looking for an M&A Tax Associate to work for our client. The ideal candidate aligns with the responsibilities and qualifications outlined below.

Responsibilities:

• Assist in the development and execution of tax strategies related to mergers, acquisitions, and other complex transactions.
• Provide consulting services to high-net-worth individuals and families, focusing on estate planning, wealth transfer, and tax optimization.
• Conduct tax due diligence and identify potential risks and opportunities in proposed transactions.
• Collaborate with legal, financial, and advisory teams to structure deals in a tax-efficient manner.
• Research and interpret federal, state, and international tax laws to support strategic planning initiatives.
• Prepare and review tax memoranda, reports, and client deliverables.
• Stay current on changes in tax legislation and assess their impact on clients and transactions.

Qualifications:

• Bachelor’s degree in Accounting, Finance, or related field
• 4+ years of experience in M&A tax, estate planning, or high-net-worth tax consulting.
• Strong understanding of partnership taxation, corporate tax structures, and estate/gift tax rules.
• Excellent research, analytical, and communication skills.
• Ability to manage multiple engagements and work collaboratively in a fast-paced environment.
• Experience with tax software and financial modeling tools is a plus.