Tax Manager - Professional Services/Transaction Advisory Services-M&A Job at PKF O’Connor Davies in bethesda

Responsibilities: Lead buy-side and sell-side financial due diligence engagements from planning through delivery Manage and review federal, state, and local tax compliance for C corporations, S corporations, partnerships, and individuals (Forms 1120, 1120-S, 1065, 1040) Provide guidance on complex technical tax issues and prepare high-quality memoranda, analyses, and planning recommendations Collaborate with partners and directors on client deliverables and strategic initiatives Identify tax planning opportunities and risks and advise clients accordingly Oversee responses to IRS and state tax notices and assist with audit defense as needed Supervise, mentor, and develop staff and senior-level team members Manage multiple client projects simultaneously and ensure a timely, high-quality work product Build and maintain strong client relationships across diverse industries

Key requirements: 7+ years of progressive public accounting tax experience with focus on servicing professional services clients Active CPA license or Enrolled Agent (EA) credential required MST, JD, or LLM in Taxation a plus Experience supporting M&A transactions, including due diligence and tax structuring Proficiency in tax research and planning Proficiency with Microsoft Office Suite; experience with tax software (e.g., CCH Tax, Engagement, or similar) preferred Strong leadership, communication, and client relationship skills Ability to work in the office a minimum of 3 days per week interpersonal communication leadership client relationship management tax research tax planning M&A due diligence