Senior Director, Transaction Advisory Services // Tax Reporting and Readiness

Responsibilities

• Advise clients on tax reporting and transaction-related tax accounting matters arising from acquisitions, divestitures, carve-outs, restructurings, IPO readiness efforts and other corporate actions
• Support clients with post-close integration of tax reporting processes, tax balances, tax attributes and related workstreams
• Assist clients and engagement teams with carve-out tax reporting, separation issues and opening balance sheet considerations
• Support audit readiness and auditor interaction with respect to transaction-related tax accounting issues, tax balances and related documentation
• Assist clients with sell-side readiness and IPO readiness by identifying and helping address tax reporting, process, governance and documentation gaps that may affect diligence, audit, or transaction execution
• Evaluate and improve tax reporting processes, close calendars, controls, governance frameworks and interaction models with incumbent tax preparers and auditors
• Develop practical recommendations regarding tax data needs, reporting packs, account mapping and tax-sensitive close process design
• Assess and support redesign of tax function roles, responsibilities, workflow and interaction models within finance organizations, including coordination with shared services, external preparers and auditors
• Support tax function assessments and related advisory work concerning tax operating model, governance, readiness and process design
• Review and analyze tax aspects of financial models, purchase agreements, transaction structures and related accounting conclusions
• Draft clear, concise, client-ready reports, memoranda and presentations summarizing tax accounting issues, risks, observations and recommendations
• Work with transaction tax, restructuring, PI and OCFO team members to integrate tax reporting, readiness and tax-operating-model considerations into broader advisory engagements
• Provide coaching and mentorship to junior team members
• Lead business development and client relationship efforts
• Lead internal trainings and best practice sharing
• Lead talent acquisition and firm-building initiatives
• Contribute to a high-performing, inclusive and values-driven culture

Qualifications

• Bachelor’s degree (preferably in Accounting) from a top undergraduate program; Master’s in Taxation or LLM is preferred
• Active Certified Public Accountant (CPA) license is required
• Located in or willing to relocate to Chicago, Dallas, Los Angeles, Nashville, New York or Philadelphia
• Invested in a team-based culture motivated to collaborate in office four days per week and willing to work at client sites as needed
• 10 plus years of relevant tax experience, including tax reporting and transaction-related tax accounting matters
• Strong knowledge of ASC 740, tax reporting implications of transactions, tax attributes, reserves and tax balance sheet matters
• Experience supporting audits, managing auditor requests and navigating close process and reporting issues
• Public accounting tax experience preferred, with exposure to tax provision, compliance and tax accounting matters
• In-house corporate tax experience preferred; candidates without in-house experience should demonstrate a strong understanding of corporate tax department operations, including close process, governance, auditor interaction and coordination with external preparers
• Experience with post-close integration, carve-outs, sell-side readiness, IPO readiness, tax function assessments, tax process/governance design, or tax operating model support strongly preferred
• Experience supporting sponsor-backed or private equity-backed companies preferred, including familiarity with fast-paced reporting and transaction environments
• Advanced analytical and problem-solving skills, with the ability to synthesize complex information into actionable insights and strategies
• Advanced Excel and data modeling capabilities, including large-scale data management and reporting
• Superior written and verbal communication skills, including executive-ready presentation and reporting skills
• Proven ability to thrive in lean, fast-moving teams…