AM - Transaction/M&A Tax

The Role:

Partner with teams to deliver tax services to Ventures & Acquisitions and Client Engagements for the Market Unit. This role will assist the V&A and Client Tax teams with managing deals to ensure tax objectives related to corporate transactions are achieved.

Key Responsibilities:

- Support all phases of tax deals, including due diligence, post-merger integration, planning and coordination.

- Manage deal materials and tax databases, including creation and posting to deal folders on SharePoint and MS Teams.

-Coordinate with vendors to clear conflicts, billing and purchase order set-up.

- Coordinate virtual data room access for deals.

- Review and post all applicable information (covering entity, individual/employment, and transaction taxes).

- Manage communications and deliverables regarding deal milestones and deal status.

- Track key deal milestones.

- Review and validate compliance with internal processes and procedures.

- Utilize global tax tools and technology.

- Tracking and coordination of tax step plans, including acquisition and integration steps.

- Assist in managing strategic tax projects, including projects with other parts of the Tax group as necessary.

- Work collaboratively with other Tax experts, project leadership teams and outside advisors to execute transactions, tax planning efforts and initiatives.

- Work collaboratively with other teams such as pricing teams, Finance, Legal, HR, Treasury and Internal Procurement.

Skills Required:

- Tax experience with an understanding of tax issues and processes for Ventures & Acquisitions and client engagements.

- Experience ideally will include assistance in managing M&A deals and client engagements with a working knowledge of tax.

- Outstanding teaming and communication skills (verbal and written).

- Keen attention to detail and strong analytical and problem-solving skills.

- Ability to gather, assimilate, analyze and summarize information on transactions from multiple sources. Specifically, read, analyze, and interpret tax documents.

- Self-starter with the ability and confidence to work well in an unstructured, dynamic environment and ability to manage multiple ongoing tasks to completion.

- Customer focused with ability to quickly respond to inquiries.

Qualifications & Experience:

- Minimum of 5 years' tax experience.

- Support for US M&A and Client Contracting tax experience in a multinational company or professional services firm environment.