Senior Director, Global Transaction Tax; State & Local Tax

Senior Director, Global Transaction Tax (State & Local Tax)

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Overview

About Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial, action and results-oriented professionals in over 40 countries. We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who 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 why our people love working at A&M.

The Team

A&M's Global Transaction Tax team is composed of seasoned tax professionals experienced in providing practical tax advice to corporate and private equity clients throughout the transaction life cycle. Alongside A&M professionals with deep operating and financial-related experience, the team uses an integrated, 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 side and sell side of transactions across all industries, including education, energy, environmental services, financial institutions, healthcare, and software and technology.

How You Will Contribute

• Perform due diligence, including review of tax returns, financials, and other documentation to evaluate potential tax risks and opportunities;

• Review and comment on tax aspects of financial models, purchase agreements, and structuring calculations;

• Take ownership of assigned work streams, including creating and preserving relevant diligence work products, ensuring supervisors can timely review and provide constructive feedback of deliverables, and otherwise proactively responding to changes in workflow;

• Coordinate with federal and international tax team members, as well as financial and operational due diligence team members, to timely deliver highest quality integrated work product;

• Draft client-ready reports summarizing the tax issues and attributes identified during diligence;

• Draft exposure calculations to quantify any issues identified during diligence;

• Oversee, develop, mentor, and delegate work to a team of staff;

• Take a leading role in client communications, including verbal updates regarding issues identified and recommended next steps;

• Take responsibility for managing client relationships by communicating and responding to client expectations, gathering data relevant to the engagement, and tailoring project deliverables accordingly;

• Identify, track, and pursue new business development and pull-through opportunities; and

• Design, implement, and participate in firm initiatives (e.g., trainings, technical articles, client events).

Qualifications

• Bachelor's degree in Accounting, Business, or Finance required;

• Advanced Degree / Certification required: CPA, MST, MAcc, JD or LLM;

• At least 9 years of relevant experience in a mergers & acquisitions tax practice at a Big 4 firm, Big Law firm, or similar firm, and at least 6+ years of experience in state and local tax;

• Deep knowledge of, and experience with, federal and state income tax, non-income tax, and unclaimed property issues, with the capability to perform research and effectively apply that knowledge and experience to client situations;

• Strong writing, analytical, research and organizational skills;

• Strong verbal and written communication skills;

• Strong sense of personal motivation as well as the ability to work with a team;

• Ability to work in a dynamic, time-sensitive, and sometimes stressful environment;

• Ability to give and receive constructive feedback and implement changes to continually improve performance of self and those the report to you;

Your journey at A&M

We recognize that our people are the driving force behind our success, which is why we prioritize an employee experience that fosters each person’s unique professional and personal development.…