Senior Associate, Global Transaction Tax

Description

A&M's Global Transaction Tax team is composed of seasoned tax professionals experienced in providing practical tax advice to corporate and private equity buyers throughout the transaction life cycle. By utilizing an integrated approach with A&M professionals with deep operating and financial-related experience, the team uses a focused and tailored approach to rapidly identify and understand potential deal breakers, value drivers and other areas of specific interest to our clients. Our professionals have significant experience on both the buy and sell side of transactions across all industries including healthcare, financial institutions, energy, environmental services, technology, and education.

Our Global Transaction Tax Services Include:

• Performing tax due diligence, including reviewing target’s historic tax profile, planning, tax examination, acquisition/disposition, and filing history to assess potential risks and opportunities
• Using the due diligence process to identify opportunities for further tax efficiencies
• Structuring transactions in a tax-efficient manner
• Reviewing and evaluating significant tax attributes, credits and incentives
• Reviewing and commenting on purchase agreement and disclosure schedules
• Evaluating potential acquisition structures
• Modeling transaction scenarios
• Identifying matters to be addressed post-closing, including integration related risks and opportunities
  
  
  

Responsibilities:

• Demonstrate an understanding of increasingly complex tax concepts and effectively apply tax knowledge to client situations;
• Develop and deliver quality tax planning approaches with timely and responsive services and work product that meets and/or exceeds client expectations;
• Perform due diligence including review of tax returns, financials, and other tax documentation to evaluate potential tax risks and opportunities;
• Review and comment on tax aspects of financial models;
• Review and comment on tax aspects of purchase agreements;
• Coordinate with state and local and international tax team members, as well as financial and operational due diligence team members, to deliver highest quality integrated work product;
• Develop and maintain client relationships;
  
  
  

Qualifications:

• CPA, JD (with bachelor's degree in accounting, preferred), Masters in Taxation, or LLM
• Experience in a mergers and acquisitions tax practice
• Knowledge of accounting and financial reporting
• Strong writing, analytical, research, excel, and organizational skills
• Strong communication, presentation, project management, and business development skills
• Strong sense of personal motivation as well as the ability to work with a team
• Ability to work in dynamic, time-sensitive environment
  
  
  

A&M is committed to providing an accessible recruitment process that meets our obligations under the Ontario Human Rights Code, the Accessibility for Ontarians with Disabilities Act, 2005 and any other applicable legislation. We strive to maintain a strong and dynamic workforce that fosters respect and inclusivity for applicants of all abilities. Should you have any accessibility need(s) and/or require accommodation during the recruitment process, please notify Human Resources at [email protected] and we would be pleased to assist you.

Diversity & Inclusion

A&M’s entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work—guided by A&M’s core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity—are the main reasons our people love working at A&M. Inclusive Diversity means we embrace diversity, and we foster inclusiveness, encouraging everyone to bring their whole self to work each day. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&M way.

Equal Opportunity Employer

It is Alvarez & Marsal’s practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. Employees and Applicants can find A&M policy statements and additional information by region here.

Unsolicited Resumes from Third-Party Recruiters

Please note that as per A&M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our Inclusive Diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.