Senior Tax Manager, Mergers & Acquisitions

Position Responsibilities:

Client Service & Technical Leadership
• Lead and manage complex M&A tax engagements, including:
• Buy-side tax due diligence
• Sell-side tax consulting
• Transaction structuring
• Post-transaction integration planning
• Tax attribute analysis
• Section 382 studies
• Section 280G analysis
• Section 1202 consulting
• Executive compensation and transaction-related tax consulting
• Review tax due diligence reports, technical memoranda, and client deliverables for quality, accuracy, and completeness.
  Identify tax risks, exposures, opportunities, and planning strategies related to transactions.
• Advise clients and internal stakeholders on the tax implications of mergers, acquisitions, divestitures, restructurings, joint ventures, and recapitalizations.
• Research and analyze complex federal and state tax issues affecting transaction structures.
• Serve as a trusted advisor to clients throughout all phases of the transaction lifecycle.
Engagement Management
• Lead multiple engagements simultaneously while managing deadlines, budgets, and resource allocation.
• Ensure projects are delivered efficiently and meet Aprio quality and risk management standards.
• Monitor engagement economics, realization, WIP, billing, and profitability.
• Collaborate with Specialty Tax, Transaction Advisory, International Tax, SALT, Legal, and other internal service teams.
• Manage client communications and act as the primary day-to-day relationship lead for key accounts.
Practice Development & Growth
• Support practice growth through business development efforts and relationship expansion.
• Identify opportunities to cross-sell Aprio services across existing client relationships.
• Assist in developing proposals, presentations, thought leadership, and marketing initiatives.
• Participate in networking activities, industry events, and referral-source development.
• Support Directors and Partners in pursuing strategic growth opportunities within the M&A marketplace.
Leadership & Talent Development
• Supervise, coach, and mentor Managers, Senior Associates, Associates, and offshore resources.
• Provide ongoing feedback, career development guidance, and performance coaching.
• Assist with recruiting, interviewing, onboarding, and retention efforts.
• Develop technical training materials and facilitate internal training sessions.
• Promote a culture of accountability, collaboration, continuous improvement, and client service excellence.
Risk Management & Quality Control
• Ensure compliance with Aprio policies, engagement standards, and risk management requirements.
• Escalate significant technical, independence, or client acceptance issues when appropriate.
• Support quality control reviews and technical consultations.
• Maintain awareness of emerging tax law developments and transaction trends.
• Help drive process standardization and continuous improvement initiatives across the M&A practice.

Qualifications:

• Bachelor's degree in Accounting, Finance, Taxation, or related field.
• CPA, JD, LLM (Tax), or equivalent professional credential required.
• 8–12+ years of progressive tax experience, including significant M&A transaction tax experience.
• Experience within a national or large regional public accounting firm preferred.
• Extensive knowledge of:
• Corporate taxation
• Partnership taxation
• Tax due diligence
• Transaction structuring
• Section 382
• Section 280G
• Section 1202
• Tax attribute analysis
• Related federal tax concepts
• Proven ability to lead complex client engagements and manage multiple deadlines simultaneously.
• Strong project management, client relationship management, and business development skills.
• Advanced analytical, research, communication, and presentation abilities.
• Strong proficiency with Microsoft Excel, Word, PowerPoint, and tax research platforms.
Success Measures

A successful Senior Manager will:

• Maintain high levels of client satisfaction and engagement quality.
• Deliver projects on time and within budget.
• Develop and mentor future leaders within the practice.
• Drive profitable growth through client expansion and business development.
• Support strong realization, WIP management, and engagement economics.
• Serve as a recognized technical resource within the M&A Specialty Tax practice.
• Contribute to a scalable, repeatable delivery model that supports continued growth of the M&A service line.