What are the responsibilities and job description for the Tax Partner, Transaction Advisory Services position at Carr, Riggs & Ingram?
Houston, TX
CRI Advisors is a leading accounting and advisory firm recognized among the top 25 in the nation. We recently announced an exciting strategic growth investment from Centerbridge Partners, positioning us to expand our capabilities, enhance client service, and drive innovation across the firm. This milestone underscores our commitment to excellence, empowering our professionals to deliver unparalleled value to our clients and advance their careers in a dynamic, forward-thinking environment.
Position Summary
We are seeking an accomplished and forward-thinking Transaction Advisory Services (TAS) Tax Partner to join our Atlanta team during this pivotal time of growth. The ideal candidate will have deep expertise in tax structuring, due diligence, and consulting for mergers and acquisitions. This role is integral to advising our clients on complex transactions while fostering the development of our TAS practice and team.
Essential Functions:
This is an exciting opportunity to lead and grow our Transaction Advisory Services practice during a transformative period for CRI. Our recent strategic investment provides the resources and momentum to expand your impact, work with high-profile clients, and shape the future of our firm.
Located in 35 markets across 12 states, CRI is a top 25* nationally ranked accounting and advisory firm driven by relationships to cultivate growth. CRI's industry specializations include construction, government, banking/financial institutions, healthcare, insurance, not-for-profit, manufacturing, and distribution. CRI offers traditional and specialized services, including audit and assurance*, business outsourcing and support, forensic accounting, IT auditing, retirement plan auditing, SEC compliance, service organization control (SOC) reports*, business valuation, tax planning, and trusts and estates work. Additionally, the CRI Family of Companies delivers data analytics, investment banking, business consulting, retirement administration services, wealth management, payroll management, and trust and estate services. We invite you to learn more about CRI at CRIadv.com and join our conversations on LinkedIn, Facebook, Instagram, and X.
CRI Advisors is a leading accounting and advisory firm recognized among the top 25 in the nation. We recently announced an exciting strategic growth investment from Centerbridge Partners, positioning us to expand our capabilities, enhance client service, and drive innovation across the firm. This milestone underscores our commitment to excellence, empowering our professionals to deliver unparalleled value to our clients and advance their careers in a dynamic, forward-thinking environment.
Position Summary
We are seeking an accomplished and forward-thinking Transaction Advisory Services (TAS) Tax Partner to join our Atlanta team during this pivotal time of growth. The ideal candidate will have deep expertise in tax structuring, due diligence, and consulting for mergers and acquisitions. This role is integral to advising our clients on complex transactions while fostering the development of our TAS practice and team.
Essential Functions:
- Provide strategic tax planning, structuring, and due diligence for clients involved in mergers, acquisitions, divestitures, and other complex transactions.
- Lead and manage client engagements, ensuring timely and accurate deliverables aligned with client objectives.
- Serve as a trusted advisor, offering forward-thinking solutions to mitigate risks and maximize transaction value.
- Develop and maintain strong client relationships, identifying opportunities for additional advisory services.
- Collaborate with cross-functional teams, including audit and consulting, to deliver seamless client service.
- Stay ahead of evolving tax regulations and transaction trends to provide cutting-edge insights and advice.
- Mentor and develop a team of professionals, building a culture of excellence and collaboration.
- Contribute to the growth of the TAS practice through business development, networking, and strategic initiatives.
- Active Certified Public Accountant (CPA) license is required.
- Minimum of 10 years of progressive experience in public accounting or a professional services firm, with a focus on tax advisory for transactions.
- Deep knowledge of M&A tax regulations, transaction structuring, and due diligence processes.
- Proven ability to lead and manage complex client engagements and teams.
- Strong business acumen and communication skills, with a demonstrated ability to develop and sustain client relationships.
- Track record of successful business development and growth initiatives.
This is an exciting opportunity to lead and grow our Transaction Advisory Services practice during a transformative period for CRI. Our recent strategic investment provides the resources and momentum to expand your impact, work with high-profile clients, and shape the future of our firm.
Located in 35 markets across 12 states, CRI is a top 25* nationally ranked accounting and advisory firm driven by relationships to cultivate growth. CRI's industry specializations include construction, government, banking/financial institutions, healthcare, insurance, not-for-profit, manufacturing, and distribution. CRI offers traditional and specialized services, including audit and assurance*, business outsourcing and support, forensic accounting, IT auditing, retirement plan auditing, SEC compliance, service organization control (SOC) reports*, business valuation, tax planning, and trusts and estates work. Additionally, the CRI Family of Companies delivers data analytics, investment banking, business consulting, retirement administration services, wealth management, payroll management, and trust and estate services. We invite you to learn more about CRI at CRIadv.com and join our conversations on LinkedIn, Facebook, Instagram, and X.
- Assurance, attest, and audit services provided by Carr, Riggs & Ingram, L.L.C.
