Sign in

Ventures and Acquisitions Tax Manager - SAN FRAN Walnut Creek, ca b6

San Francisco, California, United States
October 13, 2017

Posted By Premium Recruiter


Ventures and Acquisitions Tax Manager

Location: San Francisco or Walnut Creek, CA

Manager no travel ..must be local or able self relo

Max 135-145k, max bonus 12%

Join This Company and help transform leading organizations and communities around the world. The sheer scale of our capabilities and client engagements and the way we collaborate, operate and deliver value provides an unparalleled opportunity to grow and advance. Choose This Company, and make delivering innovative work part of your extraordinary career.

People in the Corporate Function career track contribute to the running of This Company as a high- performance business through specialization within a specific functional area, and grow into internally focused roles by deepening their skills and/or developing new skills within an internal functional area.

Finance professionals prepare and interpret financial plans and reports, ensuring accuracy and compliance with applicable financial rules and regulations, including internal financial controls, to mitigate risk for the company. May also shape and execute client deals to maximize the use of This Company's capital and resources, manage cash and/or liaise with the investor community.

Role Summary:

The US Ventures and Acquisitions Tax Manager has responsibility assisting with organizing and managing tax planning and related issues for This Company’s ventures & acquisitions (V&A). This encompasses all tax aspects of the V&A process including post-merger integration. The US V&A Manager works directly with project teams, outside advisors and target finance professionals to ensure tax objectives related to V&A are achieved.

Key Responsibilities:

Assist with the organization and management of all phases of V&A tax planning and administration by working collaboratively within the Tax group, This Company project teams, other functional leads and outside advisors to execute tax planning efforts and initiatives.

Assist with the communication and presentation of tax findings, structure and issues with senior leadership and project teams.

Coordinate and archive deal documentation and deliverables

Prepare deal transaction summaries and consolidated deal financial metrics

Due Diligence: Access target data for purposes of identifying tax risks and exposures and contribute to the recommendation of acquisition and integration structure.

Review and research tax laws and regulations with respect to target tax positions and provide support with advising This Company leadership on V&A tax related issues, risks, applicable tax laws and practices.

Assist with coordination of outside advisors and deliverables associated with the review of target data (including tax, legal contracts, HR payroll issues, subcontractor information).

Contribute to the preparation of detailed and summary tax due diligence documentation including recommendations of tax risk mitigation strategies and structure.

Transaction Structuring: Assist with the recommendation of appropriate acquisition structure and review the legal documentation.

Transaction Execution: Support the calculation of taxes and preparation of support documents (e.g., funds flow memo and cash payment timelines). Contribute to the tax accounting analysis and input to GAAP purchase accounting and reserves for target.

Post Transaction Integration: Assist with the management of post-merger integration budgets, timelines and work plans.

Communicate with post-merger integration teams re tax work stream work plan. Assist with integration steps such as clearance certificates, valuation or support documents.

Provide tax support on integration as required (e.g., tax claims on escrow, ensure completion of all new or inherited tax compliance for acquired businesses (including pre-and post-merger tax periods), follow-up on rulings or audit issues).


oWork with Area tax teams to ensure all aspects of V&A process (due diligence, post-merger integration, audits, and escrows) for the area lead’s country are managed.

oParticipate on ad-hoc tax projects as needed.

Basic Qualifications:

Minimum 5 year’s relevant corporate tax experience

Bachelor's Degree (Accounting or Finance preferred)/ Law degree/CPA

Preferred Qualifications:

V&A tax experience (preferably international) in a multinational company or professional services firm

Ideal experience includes hands on experience assisting with the managing of V&A deals through the V&A lifecycle

Proficient in Microsoft applications (Word, Excel, PowerPoint)