Tax Partner - M&A - Financial Products
Core
Senior tax leader advising multinational corporations, private equity firms, and middle-market clients on tax planning, structuring, and execution of M&A transactions with a specific focus on debt structuring, debt restructuring, and financial products.
Role type
Senior IC Tax Partner (M&A & Debt Structuring)
Builds
Tax advisory services and integrated solutions for complex M&A and debt restructuring transactions
Domain
Professional Services / Tax / Mergers & Acquisitions / Debt Structuring
Deliverable
client delivery
Required skills
Tax structuring, debt restructuring analysis, primary obligor analysis, interest deduction planning, client relationship management, team leadership and mentoring, engagement profitability management, technical tax judgment
Preferred skills
Big 4 or large national accounting firm experience, J.D./LLM, leading technical tax engagements involving debt instruments and capital structures, business development and market networking
Technologies
Microsoft Excel
Responsibilities
Advise clients on tax consequences of debt structuring and M&A transactions; lead teams in delivering integrated tax solutions; manage client portfolios and engagement economics; coach and develop high-performing teams; support pipeline development and business growth; apply professional judgment to complex tax matters
Seniority
Partner, senior leadership & business development
