Tax Director/Partner in Mergers & Acquisitions - Diamond Tax Recruiting

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.