O'Connell Advisory Group · 15 hours ago
Business Tax Director
United States
Full-time
Remote
Director/Executive
8+ years expO'Connell Advisory Group is a boutique M&A Transaction Services firm specializing in Quality of Earnings and Financial Due Diligence. They are seeking a Business Tax Director to lead their Business Tax Practice, focusing on business tax credits and multi-state tax analysis while providing actionable insights that impact deal valuation and post-acquisition planning.
Accounting
Responsibilities
Establish Business Tax Credits & Incentives analysis as a core due diligence service, identifying unclaimed or at-risk credits during transaction reviews and quantifying tax exposure/opportunity
Lead R&D Tax Credit Services within transaction context, evaluating credit qualification, substantiation adequacy, and audit risk exposure for target companies
Direct SALT Services analysis, assessing multi-state tax compliance, apportionment methodology accuracy, nexus exposure, and state tax audit risk
Manage ERC analysis and risk assessment, evaluating companies' ERC claims, substantiation quality, and IRS audit exposure during due diligence
Provide Employment Tax Advisory services focused on transaction risk identification, including wage classification accuracy, payroll tax compliance gaps, and contingent liability assessment
Develop proprietary tax diligence frameworks and checklists that become firm differentiators in the market
Serve as the firm's lead tax expert with clients, presenting tax findings and risk assessments directly to sponsors and acquirers
Ensure all tax diligence work meets or exceeds professional standards and provides actionable, quantified insights rather than generic observations
Build and manage a specialized tax team capable of executing complex transaction due diligence under tight timelines
Identify market opportunities where tax diligence expertise creates competitive advantage and business development opportunity
Qualification
Required
CPA with minimum 8 years of tax advisory experience
Company
O'Connell Advisory Group
OAG is a team of CPA M&A advisors who provide Financial Due Diligence and Transaction Advisory Services for Entrepreneurs and Investors.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase