PKF O'Connor Davies · 9 hours ago
M&A Tax Director
PKF O’Connor Davies is a top-ranked accounting, tax, and advisory firm seeking an M&A Tax Director to join their Advisory team. The role involves leading tax due diligence processes, providing tax advice, and managing complex federal tax issues related to M&A and corporate transactions.
AccountingAdviceConsultingFinancial Services
Responsibilities
Direct experience in corporate and private equity tax matters, including but not limited to: research and assessment of complicated federal tax issues involving entity formation, deal structuring, M&A, and contracts
Lead tax due diligence processes
Plan, structure, review and negotiate transaction documents including purchase agreements and disclosure schedules
Model transaction and ancillary scenarios
Evaluate potential acquisition structures
Provide tax advice and support to clients and their legal advisors
Conduct legal research and apply tax law to numbers and modeling
Keep apprised of issues relevant to the accounting industry as well as federal, state and local tax laws
Monitor emerging tax issues that could impact clients, such as private equity firms
Perform special projects assigned
Qualification
Required
10+ years of U.S. corporate income tax experience in a legal capacity preferably with a major law firm, CPA firm or tax department of a major corporation
Experience reviewing documents for corporate governance as well as external contracts
Excellent analytical and problem solving skills
Strong accounting knowledge and Excel modeling skills
Strong research skills
Superior verbal and written communication skills
Ability to handle multiple projects at one time
Strong attention to detail
Ability to work independently and in a fast paced and challenging team environment
Preferred
CPA license, J.D. or LL.M. in Taxation preferred
Benefits
Medical, Dental, and Vision plans
Basic Life, AD&D, and Voluntary Life Insurance
401(k) plan and Profit-Sharing program
Flexible Spending & Health Saving accounts
Employee Assistance, Wellness, and Work-life programs
Commuter & Parking benefits programs
Inclusive Parental Leave Benefits
Generous Paid Time Off (PTO)
Paid Firm Holidays
Community & Volunteering programs
Recognition & Rewards programs
Training & Certification programs
Discretionary Performance Bonus
Company
PKF O'Connor Davies
PKF O'Connor Davies is a full-service CPA and advisory firm that provides audit, tax, and management advisory services.
Funding
Current Stage
Late StageTotal Funding
$40M2024-11-18Private Equity· $40M
Leadership Team
Recent News
2025-12-09
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