State & Local Tax M&A Senior Manager, Tax Transaction Advisory Services
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Responsibilities
- State & Local Tax Advisory
- Advise clients on complex state and local tax matters, including income, franchise, gross receipts, sales and use, property, payroll, and unclaimed property taxes.
- Analyze nexus, apportionment, allocation, unitary filing, combined reporting, and state conformity issues.
- Provide technical guidance on state tax planning opportunities and risk mitigation strategies.
- Assist clients with state tax controversy matters, including audits, appeals, voluntary disclosure agreements, and remediation projects.
- Research and interpret state tax laws, regulations, and legislative developments and communicate their impact to clients.
- Mergers & Acquisitions Tax Advisory
- Lead state tax due diligence engagements for acquisitions, dispositions, carve-outs, and restructurings.
- Identify and quantify state tax exposures, risks, liabilities, and opportunities throughout the transaction process.
- Advise clients on transaction structuring alternatives, including asset and stock acquisitions, Section 338(h)(10) elections, Section 336(e) elections, and legal entity restructuring strategies.
- Analyze and model the state tax implications of mergers, acquisitions, dispositions, and post-transaction integration activities.
- Support clients through transaction execution, integration planning, and post-close implementation.
- Restructuring & Corporate Transactions
- Advise clients on legal entity rationalization and organizational restructuring initiatives.
- Evaluate state tax implications of intercompany reorganizations, spin-offs, drop-down transactions, debt restructurings, and bankruptcy-related transactions.
- Develop cash tax impact analyses, forecasts, and state tax modeling to support strategic decision-making.
- Assist clients with post-acquisition integration and ongoing tax optimization strategies.
- Leadership & Client Service
- Lead multiple engagements simultaneously while ensuring high-quality client service and timely project delivery.
- Review technical memoranda, due diligence reports, transaction analyses, and client deliverables.
- Serve as a primary client contact and trusted advisor to tax directors, CFOs, corporate tax departments, and private equity stakeholders.
- Collaborate with federal tax, international tax, valuation, accounting, and legal professionals on complex transactions.
- Mentor, develop, and coach staff, senior associates, and managers.
- Support business development efforts, including proposal development, networking, thought leadership, and expanding existing client relationships.
Requirements
- Bachelor's degree in Accounting, Finance, Tax, or related field required.
- CPA, JD, LLM, or other relevant professional credential preferred.
- 8+ years of public accounting, consulting, or corporate tax experience.
- Minimum 5 years of specialized State & Local Tax experience.
- Significant experience leading SALT due diligence, transaction advisory, restructuring, or M&A tax engagements.
- Strong knowledge of state income, franchise, gross receipts, and related state tax regimes.
- Experience with transaction structuring, tax modeling, and state tax implications of mergers, acquisitions, and reorganizations.
- Proven ability to manage client relationships and lead complex engagements independently.
- Strong technical writing and presentation skills, including preparation of memoranda, due diligence reports, and client recommendations.
- Demonstrated leadership experience managing and developing tax professionals.
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Benefits
Additional Information
Your Journey at Crowe Starts Here: At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you're trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being, and nurture your career. Everyone has equitable access to opportunities for career growth and leadership. Over our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That's why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance our services. Join us at Crowe and embark on a career where you can help shape the future of our industry. Job Description: As a State & Local Tax (SALT) Senior Manager within our M&A Tax Transaction Advisory practice, you will serve as a trusted advisor to clients navigating complex transactions, restructurings, and business transformations. This role requires deep technical expertise in state and local tax matters, extensive experience advising on mergers and acquisitions, and the ability to lead multiple engagements while managing client relationships and developing team members. You will work closely with clients to identify state tax risks and opportunities throughout the transaction lifecycle. The ideal candidate will combine strong SALT technical knowledge with transaction advisory experience and a consultative, client-focused approach.
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