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

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  "lists": [
    {
      "text": "Responsibilities",
      "content": "\n<li>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</li>\n<li>Support clients with post-close integration of tax reporting processes, tax balances, tax attributes and related workstreams</li>\n<li>Assist clients and engagement teams with carve-out tax reporting, separation issues and opening balance sheet considerations</li>\n<li>Support audit readiness and auditor interaction with respect to transaction-related tax accounting issues, tax balances and related documentation</li>\n<li>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</li>\n<li>Evaluate and improve tax reporting processes, close calendars, controls, governance frameworks and interaction models with incumbent tax preparers and auditors</li>\n<li>Develop practical recommendations regarding tax data needs, reporting packs, account mapping and tax-sensitive close process design</li>\n<li>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</li>\n<li>Support tax function assessments and related advisory work concerning tax operating model, governance, readiness and process design</li>\n<li>Review and analyze tax aspects of financial models, purchase agreements, transaction structures and related accounting conclusions</li>\n<li>Draft clear, concise, client-ready reports, memoranda and presentations summarizing tax accounting issues, risks, observations and recommendations</li>\n<li>Work with transaction tax, restructuring, PI and OCFO team members to integrate tax reporting, readiness and tax-operating-model considerations into broader advisory engagements</li>\n<li>Provide coaching and mentorship to junior team members</li>\n<li>Lead business development and client relationship efforts</li>\n<li>Lead internal trainings and best practice sharing</li>\n<li>Lead talent acquisition and firm-building initiatives</li>\n<li>Contribute to a high-performing, inclusive and values-driven culture</li>\n"
    },
    {
      "text": "Qualifications",
      "content": "\n<li>Bachelor’s degree (preferably in Accounting) from a top undergraduate program; Master’s in Taxation or LLM is preferred</li>\n<li><span data-subtree=\"aimfl,mfl\" data-copy-service-computed-style=\"font-family: &quot;Google Sans&quot;, Roboto, Arial, sans-serif; font-size: 16px; font-weight: 400; margin: 0px; text-decoration: none; border-bottom: 0px rgb(10, 10, 10);\">Active Certified Public Accountant (CPA) l</span>icense is required</li>\n<li>Located in or willing to relocate to Chicago, Dallas, Los Angeles, Nashville, New York or Philadelphia</li>\n<li>Invested in a team-based culture motivated to collaborate in office four days per week and willing to work at client sites as needed&nbsp;</li>\n<li>10 plus years of relevant tax experience, including tax reporting and transaction-related tax accounting matters</li>\n<li>Strong knowledge of ASC 740, tax reporting implications of transactions, tax attributes, reserves and tax balance sheet matters</li>\n<li>Experience supporting audits, managing auditor requests and navigating close process and reporting issues</li>\n<li>Public accounting tax experience preferred, with exposure to tax provision, compliance and tax accounting matters</li>\n<li>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</li>\n<li>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</li>\n<li>Experience supporting sponsor-backed or private equity-backed companies preferred, including familiarity with fast-paced reporting and transaction environments</li>\n<li>Advanced analytical and problem-solving skills, with the ability to synthesize complex information into actionable insights and strategies</li>\n<li>Advanced Excel and data modeling capabilities, including large-scale data management and reporting</li>\n<li>Superior written and verbal communication skills, including executive-ready presentation and reporting skills</li>\n<li>Proven ability to thrive in lean, fast-moving teams&nbsp;</li>\n<li>High attention to detail, responsiveness and ownership mindset&nbsp;</li>\n<li>Track record of success in high-pressure, client-facing environments&nbsp;</li>\n"
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