Transaction Services Senior Tax Manager

Job description

<div class="content-intro"><p><strong>Exactera </strong>has offices in<strong> New York City, Tarrytown NY, San Diego, CA, London,&nbsp;</strong>and <strong>Argentina.&nbsp;</strong></p></div><h3>Position</h3> <p>As a Transaction Services Senior Tax Manager on our Professional Services team, you will lead transaction-driven tax engagements end-to-end—overseeing a portfolio of buy-side, sell-side, and post-close clients, leveraging our technology platform built for tax data analysis and documentation, and delivering high-quality, audit-ready technical support.</p> <p>In addition to your core M&amp;A tax focus—transaction cost analysis, Section 382 studies, and purchase accounting support—you’ll also support and/or lead complementary specialty tax engagements where client needs overlap, including post-acquisition R&amp;D credit treatment under Section 41(f)(3), Section 174 capitalization/amortization, cost segregation / fixed asset step-up studies, and IC-DISC feasibility—helping clients maximize total tax benefit across the deal lifecycle while keeping documentation consistent, defensible, and scalable.</p> <p>&nbsp;</p> <h3>Responsibilities</h3> <ul> <li>Manage transaction tax engagements end-to-end, working closely with the Practice Leader and cross-functional teams (R&amp;D, cost segregation, transfer pricing).</li> <li>Lead transaction cost analyses under Section 263(a)/INDOPCO, including succes-based fee analysis and the Rev. Proc. 2011-29 safe harbor election, with supporting documentation studies.</li> <li>Perform Section 382/383 ownership change analyses and limitation calculations, including NUBIG/NUBIL determinations and Section 338 approach modeling.</li> <li>Support buy-side and sell-side tax due diligence: exposure identification, attribute analysis (NOLs, credits, E&amp;P), and structuring considerations (stock vs. asset, Section 338(h)(10)/336(e) elections).</li> <li>Own project execution: status updates, timelines, technical issue-spotting, and deliverable management.</li> <li>Collect, format, and analyze large datasets to build complex calculation models and support tax positions.</li> <li>Draft and/or review technical memoranda (opinion letters, IRS responses, ruling requests) and support audit readiness, including UTP/FIN 48 reserve considerations.</li> <li>Mentor, train, and supervise junior team members; ensure consistent quality and best practices.</li> </ul> <p>&nbsp;</p> <h3>Additional Specialty Tax / Integration Responsibilities</h3> <ul> <li>Advise on post-acquisition treatment of R&amp;D credits and base amounts under Section 41(f)(3), including short-year and amended return implications.</li> <li>Support Section 280G golden parachute analyses (identification of disqualified individuals, valuation of parachute payments, shareholder approval exceptions).</li> <li>Lead/support E&amp;P studies, stock basis studies, and transaction-driven earnings and attribute computations.</li> <li>Coordinate purchase accounting support: purchase price allocations, fixed asset step-up, cost segregation on acquired assets, and depreciation method/class-life reviews.</li> <li>Assist clients with Section 174 capitalization/amortization modeling in the context of acquisitions and dispositions.</li> </ul> <p>&nbsp;</p> <h3>What You Need to Succeed</h3> <ul> <li>Bachelor’s degree in Accounting, Economics, Finance, or related field; CPA, JD, or MST strongly preferred.</li> <li>5+ years of hands-on M&amp;A / transaction tax experience with client interaction and engagement management (Big 4 or national firm transaction tax practice experience is a plus).</li> <li>Working technical command of Sections 263(a), 382/383, 338, 280G, and 1060, and familiarity with federal consolidated return concepts.</li> <li>Strong analytical, research, organizational, and project-management skills; comfort managing multiple deals in a deadline-driven environment.</li> <li>Excellent written and verbal communication skills; ability to translate technical concepts for deal teams, private equity sponsors, and client stakeholders.</li> <li>Demonstrated people leadership: training, supervising, and reviewing work for quality.</li> <li>Bonus: practical experience with R&amp;D credits (Section 41), Section 174 amortization, cost segregation / fixed assets, IC-DISC, or state tax due diligence.</li> </ul> <p>&nbsp;</p> <h3>What We Offer (US-based positions)</h3> <ul> <li>Collaborative culture and career development opportunities</li> <li>Generous vacation policy and paid parental leave</li> <li>Comprehensive health plans (FSA/HSA options) and 401(k)</li> <li>Life and disability insurance + supplemental benefits (dependent care, pet insurance, will prep, EAP)</li> </ul> <p>&nbsp;</p><div class="content-conclusion"><h3>What We Offer:<br><em>(The following only applies to US-based positions)</em></h3> <ul> <li> <div>A collaborative team culture with opportunities for career development.&nbsp;</div> </li> <li> <div>Ample opportunities to be recognized, build valuable skills, and grow your career.&nbsp;</div> </li> <li> <div>Generous vacation policy, including paid parental leave.&nbsp;</div> </li> <li> <div>Comprehensive health plans with FSA and HSA options.&nbsp;</div> </li> <li> <div>401(k) retirement plan.&nbsp;</div> </li> <li> <div>Life and disability insurance coverage.&nbsp;</div> </li> <li> <div>Supplemental benefits like a dependent care savings plan, pet insurance, will preparation, and an employee assistance program.&nbsp;</div> </li> </ul> <p>&nbsp;</p> <h3>About Us:</h3> <div data-olk-copy-source="MessageBody">At Exactera, a FinTech SaaS start-up founded in 2016, we stand at the intersection of human and machine intelligence. Our corporate tax solutions are powered by AI and cloud-based technologies, serving customers worldwide. With over $100 million in funding from Savant Venture Fund and Insight Partners, we are poised for growth. We are committed to diversity, inclusion, and equal opportunities for all.&nbsp;</div> <p>&nbsp;</p></div>