Our executive search services division conducts highly specialized retained search for a sophisticated clientele. The tax opportunities listed below are some of the projects we currently have available and do not include all of our retained search projects. Many of the senior level searches we conduct are highly confidential and clients request absolute anonymity.

We highly recommend all tax professionals get their professional profiles up on TaxConnections even when you are not searching for an opportunity. As experts in the search and selection of qualified tax professionals for organizations all over the world, we know the number one reason tax professionals are not approached with new opportunities is due to lack of connectivity to you in the first place. TaxConnections Membership is available and recommended for everyone.

M&A Tax Managing Director (the “Managing Director”) Northern California and North Carolina

The M&A Tax Managing Director (the “Managing Director”) is a market facing leadership position with direct path to partnership. This role is available due to the continued expansion and success of the transaction advisory practice. The Managing Director will team with the west region transaction advisory partners to grow the practice and will lead a team responsible for traditional large firm M&A tax consulting (deal structuring, due diligence, post-deal integration, tax attribute management, and other special projects).

In addition, responsibilities include: Teams with partners and internal support functions (BD, marketing, etc.) to develop new business; manages significant client relationships (new and existing); mentors staff and otherwise significantly contributes to team/resource building; identifies and analyzes tax risks and opportunities while advising both strategic and private equity buyers and sellers on alternative tax strategies for acquisition, disposition, and restructuring of businesses; assists in reviewing and analyzing definitive agreements and providing tax opinions; reviews, assesses and advises clients regarding the tax computations reflected in their financial models, and assists clients in the quantitative and qualitative analysis of the tax data in their financial projections for the transaction manages risk and financial performance of engagements including budgeting, billing and collections; works closely with and manages colleagues from the offices around the world; teams with other professionals to identify new marketplace opportunities and grow the practice; builds and manages client relationships and articulate complex information when providing crucial negotiation insights; develops and mentors subordinates in order to support career satisfaction and progression.

The Managing Director role requires an individual with a minimum of 10 years of relevant experience and requires technical competence across multiple US Federal, International and State Income tax disciplines. Although expected to be a US federal income tax specialist, a fundamental working knowledge of all non-income based Federal, State and Foreign tax regimes, including but not limited to indirect, payroll, property and Ad Valorem taxes is required. In addition, the individual must have experience managing multiple client engagements and client services teams. The Managing Director must have strong leadership, market facing, and written and verbal communications skills. The ability to travel when necessary is also important.

Tax Manager or Senior Tax Manager (North California- East Bay Area)

The Tax Manager role requires tax consulting experience and the skills to effectively diagnose clients’ needs in order to develop and implement solutions. Primary responsibilities involve tax compliance, tax accounting, tax research and planning projects for sophisticated clientele. Experience in U.S. federal, international, state and local tax and tax provision is desired in this role. We will build upon your technical strengths in order to grow your expertise in other tax areas. Our firm builds well-rounded tax experts to serve a myriad of client needs which leads to continued professional growth. Our culture is to develop trusted tax advisors with sound judgement with the highest ethical standards in the profession. The Tax Manager will be responsible for a range of projects including:

– Responsibility for advising clients on a wide range of tax matters related to the operation and disposition of corporate business operations.
– Effectively manage teams, review work papers completed by staff and ensure proper and timely completion of client projects.
– Manage and coordinate income tax compliance, research and planning, and special projects.
– Manage and review the preparation of all U.S. federal, state, and local income tax returns and international tax forms.
– Manage the preparation and review of the quarterly and year-end tax provision and related financial statements.
– Collaborate with internal and external parties to gather corporate tax information, analyze this information and report it to client.
– Accurately determine and report clients’ parent and affiliate company taxable income.
– Determine and monitor estimated income tax payments to minimize clients’ federal and state income taxes.
– Identify, develop, and implement timely federal, international, state, and local tax planning strategies in order to effectively enhance clients’ tax position.
– Provide well-written and documented conclusions for tax positions recommended to clients.
– Proactively identify areas for process improvements and implement solutions to streamline tax processes.
– Prepare tax research, planning, compliance, and documentation required for tax filings and tax audits.
– Monitor and analyze proposed and newly enacted tax legislation and regulations and communicate relevant information to clients.

The Tax Manager role requires a minimum of five to ten years tax experience with a solid working knowledge of corporate, partnership and individual taxation. A BS/BA in Accounting, a CPA and/or MST required. Due to the continued growth of this tax practice, the firm will consider candidates with a wide range of tax experience including federal, state, local, international tax compliance and research, and tax provision and tax audits. This opportunity is ideal for individuals with Big Four, national or regional firm experience; or combined public accounting and corporate experience. Must have proficiency in Microsoft Office including Excel, Word with tax software experience highly desirable.

Tax Manager/Partnerships (Pleasanton, CA)

The Tax Manager role requires partnership, S corporation, and high-net worth individual tax consulting/compliance experience and the skills to effectively diagnose clients’ needs in order to develop and implement solutions. Primary responsibilities involve providing tax compliance, tax accounting, tax research and planning for partnerships, S corporations and high-net worth individuals for sophisticated clientele. We will build upon your technical strengths in order to expand your expertise in other tax areas. Our firm builds well-rounded tax experts to serve a myriad of client needs which leads to continued professional growth. Our culture is to develop trusted tax advisors with sound judgement with the highest ethical standards in the profession. The Tax Manager/Partnerships will be responsible for a range of projects including:

– Responsibility for advising clients on a wide range of tax matters related to the operation and disposition of partnerships and S corporations and high-net worth individual taxation.
– Effectively manage teams, review work papers completed by staff and ensure proper and timely completion of client projects.
– Manage and coordinate income tax compliance, research and planning, and special projects.
– Manage and review the preparation of clients’ partnership, S corporation and individual tax returns.
– Collaborate with internal and external parties to gather partnership, S corporation and individual tax return information.
– Accurately determine and report clients’ partnership, S corporation and individual taxable income.
– Determine and monitor estimated income tax payments to minimize clients’ federal and state income taxes.
– Identify, develop, and implement timely tax planning strategies in order to effectively enhance clients’ tax position.
– Provide well-written and documented conclusions for tax positions recommended to clients.
– Proactively identify areas for process improvements and implement solutions to streamline tax processes.
– Prepare tax research, planning, compliance, and documentation required for tax filings and tax audits.
– Monitor and analyze proposed and newly enacted tax legislation and regulations and communicate relevant information to clients.

The Tax Manager role requires a minimum of five to ten years tax experience with a solid working knowledge of partnership, S corporation and individual taxation. A BS/BA in Accounting, a CPA and/or MST required. This opportunity is ideal for individuals with Big Four, national or regional firm experience; or combined public accounting and corporate experience. Must have proficiency in Microsoft Office including Excel, Word with tax software experience highly desirable.