Tax Transaction Advisory Services – U.S. Tax Senior or Manager
Plante Moran
Tax Transaction Advisory Services – U.S. Tax Senior or Manager
+ Location: India, Maharashtra, Mumbai
Does finding new ways to save your clients money on their tax obligations invigorate you? Are you an experienced professional in U.S. tax laws? Plante Moran is looking for a dynamic M&A tax professional to join our Tax Transaction Advisory Services (TTAS) group in Mumbai.
Plante Moran enjoys a “Workplace for Your Day” model which, simply put, means we strive for flexibility and balance while staying true to our “principally in-person” model. We believe that face-to-face interactions are critical for individual and team development in this role.
Your role.
Your work will include, but not be limited to:
This TTAS Manager/Senior will be responsible for managing and supervising tax due diligence projects, building client relationships, and staff development,
+ Possess and continually increase understanding of complex tax issues, with a specialty in the merger and acquisitions subject area to deliver tax solutions.
+ Managing the flow of information within a narrow timeframe.
+ Perform a comprehensive review of historical income tax (both federal and state /local ) and non-income tax (i.e., payroll tax, property tax, gross receipt tax, sales and use tax, and unclaimed property) compliance, and identify any tax exposures.
+ Review tax due diligence reports as they pertain to U . S . taxes for C corporations, S corporations, and partnerships , including addressing senior-level review comments.
+ Lead tax due diligence calls with the internal tax team, clients, and targets.
+ Evaluate the potential tax benefits of using various acquisition structures (i.e., legal entity structure analysis, modeling the anticipated tax benefits of the contemplated transaction, etc.).
+ Writ e U.S. tax alerts for both internal and external use.
+ Review and lead proposals and engagement letter preparation.
+ Work closely with other due diligence streams (e.g., financial) to support strong outcomes for our clients.
+ Analyze budgets/time summaries for planning and billing purposes; lead billing activities; responsible for realization goals.
+ Work within budgetary and time constraints while providing a high level of client satisfaction.
+ Manage multiple projects , deal fluidly, and effectively with multiple client relationships.
+ Exhibit attitudes and behaviors that recognize responsibility for the PM team.
+ Ensur e professional development through ongoing education and obtaining additional certifications as appropriate.
+ Consistently challenge own level of expertise and seeks opportunities to improve.
+ Assist in the development of new service areas and practice development opportunities.
+ Engage in client expansion and cross-serving opportunities.
+ Respond to inquiries from clients, and/or its attorneys.
+ Proactively define project scopes that best meet the objectives of both the client and PM.
+ Begin to develop a wider understanding of the client's business outside the scope of an engagement by engaging clients in discussions on tax-efficient structuring, post-close services, and any other tax impact on the client's business post-acquisition of the target entity.
+ Build a relationship with client decision-makers where ideas and new service offerings can be discussed; engage the client in conversation about business plans and strategy and identifies opportunities for involvement.
+ Begin to develop personal relationships with third parties associated with the client (e.g., banker, attorney, etc.) to facilitate referrals.
+ Introduce PM staff in service lines that would benefit the client, including colleague partnering.
+ Anticipating and addressing client concerns and escalating problems as they arise.
+ Lead and assist with internal tax education function, including providing training to staff on various tax topics.
+ Delegate and manage the work of staff/seniors in practice; monitors/ maintains morale of engagement.
+ Conduct performance reviews and contribute to feedback for staff; follow up with staff relative to career development objectives/plans.
+ Ensure integration of individual career development plans with the practice plan.
+ Coach others to be effective in developing staff.
+ Mentor staff in the development of their relationships with clients.
+ Lead and conduct practice activities in a manner that is consistent with and promotes Firm values.
+ Create and nurture a climate that is consistent with and reinforces the Firm's values.
+ Assume ultimate responsibility for team dynamics and interpersonal relationships.
Qualifications.
+ Bachelor's or Master's degree in Accounting , Finance, or Law is required.
+ CA , CPA, or EA is required.
Experience:
+ Must be fluent in English, written and verbal.
+ MS Office experience required.
+ Strong analytical skills .
+ 4 to 8 years of experience with U.S. taxes.
+ Must be flexible with work hours if required.
+ Presentation Skills, Written Communication, Technical Documentation, Problem Solving, Deadline-Oriented, Pro cess Improvement, and Coordination.
+ Strong tax accounting skills with proficiency in U.S. tax compliance, consolidated tax returns, partnership returns, S corporation returns, and state/local tax returns.
Our difference.
On the surface, we’re one of the nation’s largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you’ll see what makes us different: we’re a relatively jerk-free firm (hey, nobody ‘s perfect) with a world-class culture, consistent recognition as one of Fortune Magazine’s “100 Best Companies to Work For,” and an endless array of opportunities. At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So, what are you waiting for? Apply now.
Apply now. Make your mark.
This is an exempt position, so you may have to work hours that exceed the standard 40-hour work week.
Plante Moran maintains a drug-free workplace.
Plante Moran is committed to a diverse workplace. We strive to create a culture where each person feels accepted and valued. We believe that each person’s ultimate potential begins with first acknowledging their inherent dignity. When we can recognize — and celebrate — our many human differences, we’re able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work. Plante Moran is an Equal Opportunity Employer.
Apply now (https://plantemoran.avature.net/careers/Login?jobId=7303)
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