What are the responsibilities and job description for the Tax M&A Senior Associate position at Bennett Thrasher?
Are you looking to join a growing Tax M&A group? Do you want to be part of a team that helps clients navigate the complexities of federal, state, local and international taxes to preserve value? Bennett Thrasher (“BT”) has an opening for a Tax M&A Senior. This individual will be responsible for working on a variety of projects related to buy-side and sell-side transactions for clients. They will be working in a collaborative environment to bring value to clients and maintain the highest technical and professional standard while receiving mentorship and guidance from the team.
Unlike many of the other top 100 public accounting firms, Bennett Thrasher has made the commitment not to seek Private Equity investment and will remain fiercely independent. We believe that our culture, investments in both people and technology and our five-star client focused approach will continue to be the differentiator in the crowded and evolving public accounting industry.
Responsibilities
Joining Bennett Thrasher means becoming part of people first culture that values integrity, family, and clients, fostering a supportive and collaborative work environment. Additionally, associates are encouraged to become involved with local community activities through the Bennett Thrasher Foundation and five different Business Resource Groups.
Highlights of some of the many benefits Bennett Thrasher offers:
Unlike many of the other top 100 public accounting firms, Bennett Thrasher has made the commitment not to seek Private Equity investment and will remain fiercely independent. We believe that our culture, investments in both people and technology and our five-star client focused approach will continue to be the differentiator in the crowded and evolving public accounting industry.
Responsibilities
- Develops effective working relationships with clients and firm associates
- Thinks strategically about client needs by understanding their business and key risks
- Maintains client relationships through effective and professional communication; proactively asks for feedback on improvements in order to maximize client satisfaction
- Exhibits a high-level understanding of technical requirements, procedures and principles of corporate and partnership mergers and acquisition transactions
- Applies and interprets U.S. federal income tax law as it relates to tax due diligence exercises
- Demonstrates expert knowledge and understanding of analytical tools and technical issues
- Ability to work with large, complex data sets to build models and provide insights to clients
- Reviews technical research memorandum
- Ability to apply relevant law to clients and circumstances
- IRC Section 382 studies, IRC Section 280G analyses, IRC Section 1202 analyses
- Builds and maintains positive relationships across the firm. Work with other client service teams in tax department to assist clients before, during, and after transactions
- Contributes and supports new ideas
- Maintains open communication with team regarding the progress of completion on projects
- Represents the goals of the firm of the firm on a consistent basis internally and externally
- Undergraduate degree required, Master’s preferred
- CPA or JD preferred
- 2 years of M&A tax experience is required, preferably with a Big Four, National or Regional firm
- Knowledge of Federal and State income tax laws and principles of individual and business taxation is required
- Strong skills in tax research and writing preferred
- Excellent written and verbal communication skills
- Strong commitment to professional and client service excellence
- Proven time management, organizational and prioritization skills
- Ability to effectively manage multiple engagements simultaneously
Joining Bennett Thrasher means becoming part of people first culture that values integrity, family, and clients, fostering a supportive and collaborative work environment. Additionally, associates are encouraged to become involved with local community activities through the Bennett Thrasher Foundation and five different Business Resource Groups.
Highlights of some of the many benefits Bennett Thrasher offers:
- Generous medical, dental, vision and variety of other benefits
- Promotion and milestone bonus incentives for all associates
- Ample PTO and unlimited Sick Time
- July 4th/Summer Shutdown and soft close between Christmas and New Year’s
- Summer Friday’s
- Dependent Care Assistance
- Mental Wellness Programs
- Sabbatical Program
- Flexible scheduling to help you balance personal and professional priorities