Manager - Transaction, Strategy & Tax
Apply NowCompany: Elliot Davis
Location: Charlotte, NC 28269
Description:
WHO WE ARE
Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices - located in the fastest growing cities in the US - are built on a foundation of inclusivity, collaboration, and collective growth. We work daily to provide exceptional service to our people, customers, and our communities.
The TSO Manager will lead and support buy-side and sell-side tax due diligence engagements for private equity firms, mezzanine funds, and strategic buyers. The Manager will play a key role in due diligence meetings with target management, effectively communicating findings in both verbal and written formats. In addition to conducting tax structuring engagements-such as cash flow modeling, organizational restructuring, and complex tax analyses- they will design tailored models and reports to meet client needs. As well as oversee engagement operations, including team scheduling, budget management, and risk mitigation, ensuring timely and efficient project execution. Building and maintaining strong client relationships will be essential, as will collaborating with internal teams to drive business growth. Additionally, they will contribute to staff development and mentorship while participating in business development initiatives to expand the practice.
Responsibilities:
Lead and assist in buy-side and sell-side tax due diligence engagements for private equity, mezzanine funds, and strategic buyers
Lead and assist sections of tax due diligence meetings with target management
Communicate tax due diligence findings confidently in a clear, concise and articulate manner both verbally and in written reports
Lead and assist in a variety of tax structuring engagements, including sell-side and buy-side tax and cash flow modeling, organizational restructuring, IRC Section 382 analyses, IRC Section 1202 analyses, etc.
Create and design tailored models and reports based on the specific needs of the engagement.
Collaborate and work within teams to ensure timely and efficient product delivery
Oversee engagement operations, including staff scheduling and budget management, to ensure efficient project execution and manage risk
Develop and strengthen productive working relationships with client personnel
Collaborate with other Elliott Davis team members
Lead and participate in people development and business development efforts
Other duties within the scope of the practice
#LI-EH1
#LI-HYBRID
Requirements:
A minimum of four years of experience with tax transaction services is required
Bachelor's degree from an accredited college/university
Current licensed CPA preferred
Big 4, National or large regional firm experience preferred
Excellent analytical and Microsoft Excel skills
Strong verbal and written communication skills
Aptitude towards business development
Ability to thrive and adapt in a fast-paced, dynamic environment
Ability to lead an engagement and provide real-time feedback and guidance to clients to ensure timely and efficient product delivery
Strong knowledge of U.S. tax and state and local tax
Ability to manage multiple responsibilities simultaneously (multi-task)
Superior client service focus
WHY YOU SHOULD JOIN US
We believe that when our employees are able to thrive in all facets of life, their work and impact are that much greater.
That's right - all aspects of life, not just your life as an employee, because we understand that there's life beyond your job. Here are some of the ways our work works for your life, your growth, and your well-being:
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
NOTICE TO 3RD PARTY RECRUITERS
Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. Resumes submitted or candidates referred to any employee of Elliott Davis by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Elliott Davis. Elliott Davis will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.
ADA REQUIREMENTS
The physical and cognitive/mental requirements and the work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Physical Requirements
While performing the duties of this job, the employee is:
Regularly required to remain in a stationary position; use hands repetitively to operate standard office equipment; and to talk or hear, both in person and by telephone
Required to have specific vision abilities which include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus
Cognitive/Mental Requirements
While performing the duties of this job, the employee is regularly required to:
Use written and oral communication skills.
Read and interpret data, information, and documents.
Observe and interpret situations.
Work under deadlines with frequent interruptions; and
Interact with internal and external customers and others in the course of work.
Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices - located in the fastest growing cities in the US - are built on a foundation of inclusivity, collaboration, and collective growth. We work daily to provide exceptional service to our people, customers, and our communities.
The TSO Manager will lead and support buy-side and sell-side tax due diligence engagements for private equity firms, mezzanine funds, and strategic buyers. The Manager will play a key role in due diligence meetings with target management, effectively communicating findings in both verbal and written formats. In addition to conducting tax structuring engagements-such as cash flow modeling, organizational restructuring, and complex tax analyses- they will design tailored models and reports to meet client needs. As well as oversee engagement operations, including team scheduling, budget management, and risk mitigation, ensuring timely and efficient project execution. Building and maintaining strong client relationships will be essential, as will collaborating with internal teams to drive business growth. Additionally, they will contribute to staff development and mentorship while participating in business development initiatives to expand the practice.
Responsibilities:
Lead and assist in buy-side and sell-side tax due diligence engagements for private equity, mezzanine funds, and strategic buyers
Lead and assist sections of tax due diligence meetings with target management
Communicate tax due diligence findings confidently in a clear, concise and articulate manner both verbally and in written reports
Lead and assist in a variety of tax structuring engagements, including sell-side and buy-side tax and cash flow modeling, organizational restructuring, IRC Section 382 analyses, IRC Section 1202 analyses, etc.
Create and design tailored models and reports based on the specific needs of the engagement.
Collaborate and work within teams to ensure timely and efficient product delivery
Oversee engagement operations, including staff scheduling and budget management, to ensure efficient project execution and manage risk
Develop and strengthen productive working relationships with client personnel
Collaborate with other Elliott Davis team members
Lead and participate in people development and business development efforts
Other duties within the scope of the practice
#LI-EH1
#LI-HYBRID
Requirements:
A minimum of four years of experience with tax transaction services is required
Bachelor's degree from an accredited college/university
Current licensed CPA preferred
Big 4, National or large regional firm experience preferred
Excellent analytical and Microsoft Excel skills
Strong verbal and written communication skills
Aptitude towards business development
Ability to thrive and adapt in a fast-paced, dynamic environment
Ability to lead an engagement and provide real-time feedback and guidance to clients to ensure timely and efficient product delivery
Strong knowledge of U.S. tax and state and local tax
Ability to manage multiple responsibilities simultaneously (multi-task)
Superior client service focus
WHY YOU SHOULD JOIN US
We believe that when our employees are able to thrive in all facets of life, their work and impact are that much greater.
That's right - all aspects of life, not just your life as an employee, because we understand that there's life beyond your job. Here are some of the ways our work works for your life, your growth, and your well-being:
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
NOTICE TO 3RD PARTY RECRUITERS
Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. Resumes submitted or candidates referred to any employee of Elliott Davis by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Elliott Davis. Elliott Davis will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.
ADA REQUIREMENTS
The physical and cognitive/mental requirements and the work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Physical Requirements
While performing the duties of this job, the employee is:
Regularly required to remain in a stationary position; use hands repetitively to operate standard office equipment; and to talk or hear, both in person and by telephone
Required to have specific vision abilities which include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus
Cognitive/Mental Requirements
While performing the duties of this job, the employee is regularly required to:
Use written and oral communication skills.
Read and interpret data, information, and documents.
Observe and interpret situations.
Work under deadlines with frequent interruptions; and
Interact with internal and external customers and others in the course of work.