Tax Advisory Project Manager

SRS Acquiom is a leader in financial services technology, focusing on M&A and loan agency transactions. They are seeking a Tax Advisory Project Manager to facilitate post-closing M&A tax obligations and serve as a liaison between key stakeholders regarding tax matters and obligations under merger agreements.

Responsibilities:

• Work with various buyer and seller parties to facilitate the review of corporate pre-closing income tax returns and purchase price allocations by tax professionals
• Facilitate the remittance of corporate pre-closing tax refunds due to selling holders
• Liaison directly with buyer and seller parties, as well as outside legal counsel and tax advisors
• Client communication with securityholder advisory committees regarding merger and purchase agreement obligations and related decisions
• Track the status of 500+ simultaneous M&A transactions with respect to tax obligations
• Coordinate with teammates to approve releases of escrow funds
• Research the deal background and keep track of important milestones
• Manage dates, cases, important notes, and upload documents for each deal
• Create invoices and track monthly Tax Advisory revenue using internal systems
• Monitor the Tax Advisory team’s 'Tax Review' email inbox and respond in a timely manner to varying requests
• Other duties as assigned

Requirements:

• Graduate of an accredited four-year college or university or equivalent combination of education, training, and experience
• 2-5 years of related work experience, preferably in the financial services or M&A industry
• Extremely meticulous, precise, and detail-oriented
• Excellent interpersonal skills, including oral and written communication, conflict resolution, emotional intelligence, and adaptability
• Ability to quickly shift between tasks and manage multiple cases, dates, and deals concurrently
• Technologically literate and proficient with email and online information platform/willingness to learn
• Ability to work in front of a computer screen for extended periods of time
• Excellent research skills, including the ability to critically analyze complex details and communicate effectively about them
• Team player who takes ownership of issues and follows through to resolution
• Active Listening — Giving full attention to what other people are saying, taking time to understand the points being made, and asking questions as appropriate
• Reading Comprehension — Understanding written sentences and paragraphs in work-related documents, including reading and analyzing legal terminology related to tax matters
• Critical Thinking — Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems
• Speaking — Talking to others to convey information effectively
• Writing — Communicating effectively in writing as appropriate for the needs of the audience
• Background in M&A is preferred but not required
• Mergers & Acquisitions (M&A), Litigation, and/or Tax experience