Assist with buy-side and sell-side tax due diligence for M&A transactions including analyzing historical tax filings, workpapers, and financial statements, and identifying and quantifying tax exposures related to income, sales/use, payroll, property, and unclaimed property.
Prepare call agendas for tax due diligence meetings with target management.
Assist in assessing tax attributes, including NOLs and credits, including any limitations under Section 382/383.
Prepare tax due diligence reports and executive summaries outlining key findings, risks, and structuring considerations in a clear, concise and articulate manner.
Conduct focused tax research on technical issues and transaction-specific fact patterns.
Lead and assist sections of tax due diligence meetings with target management.
Collaborate with other Elliott Davis team members, including FDD and tax subject matter specialists

Bachelor’s degree from an accredited college/university in accounting or finance required
Masters in Taxation, or JD in tax and/or LLM preferred
Two to four years of tax due diligence experience at public accounting, Big 4, advisory firm, or comparable environment
Strong understanding of US federal and state income tax principles applicable to M&A transactions
Experience reviewing tax returns, financial statements, and supporting schedules
Strong analytical, organization, and written communication skills
Proficiency in Excel and common tax research tools
CPA, JD, or progress toward certification preferred

generous time away and paid firm holidays, including the week between Christmas and New Year’s
flexible work schedules
16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid and caregiver leave (once eligible)
first-class health and wellness benefits, including wellness coaching and mental health counseling
one-on-one professional coaching
Leadership and career development programs
access to Beyond: a one-of-a kind program with experiences that help you expand your life, personally and professionally

Senior Associate, M&A Tax Advisory

Key skills