TAS Tax Director

Accountabilities

• • Lead the strategic direction, growth, and overall performance of the Transaction Advisory Services tax diligence practice, establishing priorities, service offerings, and growth initiatives.
  • Lead tax due diligence engagements for private equity firms, strategic acquirers, family offices, corporate sellers, and other transaction participants, ensuring high-quality and timely delivery.
  • Identify and communicate tax risks, opportunities, structuring considerations, and potential implications associated with acquisitions, divestitures, recapitalizations, and restructurings.
  • Collaborate with federal, state, local, international, and other tax specialists to deliver comprehensive solutions for complex transaction matters.
  • Review acquisition agreements, merger agreements, purchase agreements, and related transaction documentation to identify tax considerations and support negotiations around tax-related provisions.
  • Partner with financial due diligence and other advisory teams to develop integrated solutions and deliver a consistent client experience throughout the transaction lifecycle.
  • Build, mentor, and develop a high-performing team, providing coaching, performance management, feedback, and opportunities for professional growth.
  • Maintain accountability for engagement quality, risk management, client satisfaction, budgets, realization, billing, collections, and overall financial performance.
  • Develop executive-level relationships across the private equity, investment banking, legal, lending, and M&A communities to generate new business and strengthen referral networks.
  • Partner with business development and firm leadership on proposals, pitches, pursuit strategies, engagement scoping, fee discussions, and the development of Tax Quality of Earnings and tax diligence opportunities.
  • Represent the practice at conferences, networking events, industry organizations, and thought leadership initiatives to increase market visibility and generate opportunities.
  • Identify cross-selling opportunities and collaborate across service lines to provide broader transaction-related solutions.
  • Review tax assumptions, calculations, and implications within transaction models, forecasts, and financial projections, providing actionable guidance to clients and deal teams.
  • Monitor transaction activity, market trends, competitive dynamics, emerging technologies, and industry developments to identify new opportunities and strengthen the practice's market position.

  Requirements:

  • Bachelor's degree in Accounting, Finance, Taxation, or a related field is required; a Master's degree in Taxation is preferred.
  • Active CPA certification is required; MST, JD, and/or LLM credentials are preferred.
  • At least 10 years of progressive tax advisory experience, including substantial experience in transaction tax diligence, tax structuring, and consulting.
  • Demonstrated success leading tax due diligence engagements for private equity firms, strategic acquirers, and middle-market organizations.
  • Strong understanding of U.S. federal, state and local, and international tax considerations affecting mergers, acquisitions, divestitures, restructurings, and other transactions.
  • Proven ability to identify, evaluate, and clearly communicate complex tax risks, opportunities, and structuring considerations to executives, investors, attorneys, and other transaction stakeholders.
  • Experience reviewing and analyzing purchase agreements, merger agreements, acquisition documents, and related legal documentation.
  • Strong business acumen and the ability to translate sophisticated tax concepts into practical, actionable recommendations.
  • Demonstrated success building client relationships, generating new business, and contributing directly to professional services practice growth.
  • Established relationships within private equity, investment banking, legal, M&A, or related transaction communities are highly desirable.
  • Experience leading proposals, presentations, pitches, and pursuit activities, with a track record of contributing to revenue growth.
  • Comfortable leading business development conversations, including engagement scoping, fee negotiations, and articulating value propositions to prospective clients.
  • Proven experience building, leading, mentoring, and developing high-performing professional services teams.
  • Excellent leadership, project management, written communication, verbal communication, analytical, and problem-solving skills.
  • Ability to manage multiple complex engagements and competing priorities effectively in a fast-moving transaction environment.
  • Advanced Microsoft Excel skills and experience using data analytics to support transaction-related analysis.
  • Demonstrated professional judgment, accountability, entrepreneurial thinking, intellectual curiosity, and an ownership-oriented approach to leadership.

  Benefits:

  • Full-time leadership opportunity with flexibility to manage professional and personal priorities.
  • Opportunity to play a pivotal role in building and expanding a specialized transaction tax diligence practice.
  • Significant exposure to private equity, M&A, investment banking, legal, and corporate transaction professionals.
  • High-impact client work involving complex acquisitions, divestitures, restructurings, and tax planning matters.
  • Strong opportunities for business development, thought leadership, industry visibility, and professional growth.
  • Collaborative, employee-focused environment that values different perspectives, innovation, and professional development.
  • Opportunities to build and mentor teams while shaping the future direction of the practice.
  • Access to cross-functional collaboration across tax, financial due diligence, transaction advisory, and other professional services disciplines.
  • Support for continuous learning and development through ongoing professional education.
  • Opportunity to leverage technology, analytics, automation, and emerging AI tools to improve service delivery and efficiency.
  • Comprehensive professional environment designed to support long-term career growth and meaningful client impact.