Tax Transaction Advisory Services
1 week ago
Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us.
Your role.
Your Work Will Include, But Not Be Limited To
Staff will be responsible for managing and supervising tax due diligence projects, building client relationships, and staff development,
- Possess and continually increase understanding of complex tax issues, with a specialty in the merger and acquisitions subject area to deliver tax solutions.
- Managing the flow of information within a narrow timeframe.
- Perform a comprehensive review of historical income tax (both federal and state/local) and non-income tax (i.e., payroll tax, property tax, gross receipt tax, sales and use tax, and unclaimed property) compliance, and identify any tax exposures.
- Review tax due diligence reports as they pertain to U.S. taxes for C corporations, S corporations, and partnerships, including addressing senior-level review comments.
- Lead tax due diligence calls with the internal tax team, clients, and targets.
- Evaluate the potential tax benefits of using various acquisition structures (i.e., legal entity structure analysis, modeling the anticipated tax benefits of the contemplated transaction, etc.).
- Write U.S. tax alerts for both internal and external use.
- Review and lead proposals and engagement letter preparation.
- Work closely with other due diligence streams (e.g., financial) to support strong outcomes for our clients.
- Analyze budgets/time summaries for planning and billing purposes; lead billing activities; responsible for realization goals.
- Work within budgetary and time constraints while providing a high level of client satisfaction.
- Manage multiple projects, deal fluidly, and effectively with multiple client relationships.
- Exhibit attitudes and behaviors that recognize responsibility for the PM team.
- Ensure professional development through ongoing education and obtaining additional certifications as appropriate.
- Consistently challenge own level of expertise and seeks opportunities to improve.
- Assist in the development of new service areas and practice development opportunities.
- Engage in client expansion and cross-serving opportunities.
- Respond to inquiries from clients, and/or its attorneys.
- Proactively define project scopes that best meet the objectives of both the client and PM.
- Begin to develop a wider understanding of the client's business outside the scope of an engagement by engaging clients in discussions on tax-efficient structuring, post-close services, and any other tax impact on the client's business post-acquisition of the target entity.
What makes us different?
On the surface, we're one of the nation's largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you'll see what makes us different: we're a relatively jerk-free firm (hey, nobody 's perfect) with a world-class culture, consistent recognition as one of Fortune Magazine's "100 Best Companies to Work For," and an endless array of opportunities. At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So, what are you waiting for? Apply now.
Plante Moran enjoys a "Workplace for Your Day" model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day.
Plante Moran is committed to a diverse workplace. We strive to create a culture where each person feels accepted and valued. We believe that each person's ultimate potential begins with first acknowledging their inherent dignity. When we can recognize — and celebrate — our many human differences, we're able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work. Plante Moran is an Equal Opportunity Employer.
Plante Moran maintains a drug-free workplace.
Interested applicants must submit their resume for consideration using our applicant tracking system. Due to the high volume of interest in our positions, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran.
The specific statements above are not intended to be all-inclusive.
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