Transaction Advisory Services Manager - Financial Due Diligence
jaxcpa
Full Time
Transaction Advisory Services Manager - Tax
jaxcpa· Tax
About this role
Job Description:
We have an opportunity for a Transaction Advisory Services Manager - Tax to join our growing team. Our transaction advisory practice provides tax due diligence, deal structuring, and post-transaction tax planning for buy-side and sell-side M&A transactions serving private equity sponsors, family offices, strategic acquirers, and business owners across middle-market companies in a variety of industries. You will lead tax engagements, manage client relationships, and collaborate closely with attorneys, investment bankers, and deal teams to maximize post-transaction cash flows and deliver high-quality tax advisory services.
We are seeking candidates who are passionate about growing their career in transaction advisory services, thrive in a fast-paced deal environment, and who feel Ennis, Pellum is the right fit to be Your Partner For Success.
Responsibilities:
As Transaction Advisory Services Manager - Tax, you will lead tax due diligence engagements, advise on deal structure optimization, and provide post-transaction tax planning for M&A transactions. Consult with attorneys on proposed deal structures including purchase price allocations for asset deals. Review reps and warranties, rollover agreements, and operating agreements in rollover entities. Provide assistance with pre-sale restructuring and reorganization. Analyze tax-beneficial pre and post-sale elections and prepare after-tax cash flow analyses. Review installment arrangements and deferred tax considerations. Communicate regularly with deal teams throughout all phases of transactions. Ensure client satisfaction by providing quality, timely, and responsive services while adapting to tight deal timelines. Research complex tax issues in a transaction context, and foster a learning environment through servant leadership and knowledge sharing. This role may also involve supporting other tax and advisory engagements as needed.
Specific Requirements:
• 5+ years of transaction advisory, M&A tax, public accounting tax, or relevant corporate tax experience (M&A focus, corporate development)
• CPA license highly preferred
• Demonstrated experience with tax due diligence, deal structuring, and M&A transactions
• Strong technical knowledge of federal and state tax law, entity taxation (partnerships, S-corps, C-corps)
• Experience with tax structuring to maximize after-tax cash flows
• Ability to work independently and collaboratively with attorneys and deal teams
• Effective interpersonal skills, including strong written and verbal communication
• Proven analytical and problem-solving abilities
• Sound judgment and ability to make decisions effectively under tight deadlines
• Experience with AI tools and data analytics preferred
• Experience with Axcess Tax and ProSystemfx Engagement a plus
• Servant leadership mindset and commitment to team development
• Construction and contractor industry experience a plus
Frequently Asked Questions
Is the salary disclosed for the Transaction Advisory Services Manager - Tax position at jaxcpa?
The salary for this Transaction Advisory Services Manager - Tax role at jaxcpa is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Transaction Advisory Services Manager - Tax position at jaxcpa located?
This Transaction Advisory Services Manager - Tax role at jaxcpa is based in Jacksonville, Florida, United States. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Transaction Advisory Services Manager - Tax role at jaxcpa full-time or part-time?
This is listed as a Full Time position. It is posted as a Transaction Advisory Services Manager - Tax role in the Tax department at jaxcpa.
Which team or department does the Transaction Advisory Services Manager - Tax at jaxcpa belong to?
This Transaction Advisory Services Manager - Tax position is part of the Tax department at jaxcpa. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Transaction Advisory Services Manager - Tax position at jaxcpa?
Click the "Apply Now" button on this page. You will be redirected to jaxcpa's official application portal hosted on bamboohr where you can submit your application directly.
When was the Transaction Advisory Services Manager - Tax job at jaxcpa posted?
This Transaction Advisory Services Manager - Tax position at jaxcpa was posted on Feb 14, 2026. Apply as soon as possible — early applications are often reviewed first.
Transaction Advisory Services Manager - Tax
jaxcpa
You'll be redirected to jaxcpa's official application page on bamboohr.