Tax Consultant II, Mergers& Acquisitions Tax

About the Role

As a Tax Consultant II (TCII) in Mergers & Acquisitions (M&A) Transaction Services, you will join a growing team dedicated to assisting clients with M&A tax support. You will gain hands-on experience across diverse industries and help clients navigate complex tax decisions impacting their businesses.

Key Responsibilities

• For both buy-side and sell-side transactions, assist corporate and private equity clients with:
• Tax due diligence
• Tax structuring
• Tax modeling
• Understand the standard M&A deal process and utilize tools & technologies to prepare and review tax due diligence reports, databooks, structure decks, and models for C-suite audiences and M&A deal teams.
• Apply tax technical concepts to perform complex tax research and formulate tax-planning strategies.
• Conduct extensive tax research involving complex technical tax issues across a broad spectrum of federal tax law, including but not limited to:
• Subchapter C
• Subchapter K
• Subchapter S
• Consolidated returns
• Tax accounting methods
• Taxable and non-taxable transactions
• Executive compensation
• International tax
• Multi-state tax
• Provide deal "kick-off" materials, such as the Notes document (based on publicly available information), M&A tax workbook, data request list, and agenda.
• Conduct self-reviews of deliverables and analyze review points and technical feedback for future tasks.
• Verify existing tax models and tax diligence findings for mathematical, logical, and grammatical accuracy.
• Communicate with the US M&A Tax team on a daily basis (or USI Tax senior or USI Tax Manager, if applicable).
• Coordinate and align workstreams with USI M&A Advisory team members on M&A projects.
• Collaborate with Seniors and Managers to share ideas for new opportunities.
• Establish positive working relationships with US and USI M&A Tax professionals.

Requirements & Tech Stack

• Microsoft Excel modeling skills
• PowerPoint for creating due diligence/structuring books
• Experience with data manipulation / data preparation
• Experience reviewing/researching client data and other internal data sources
• Comfortable handling large amounts of data, organizing it, and creating meaningful summaries.
• Adaptable to a fluid and dynamic team environment.
• Exploratory approach to tasks.

Qualifications

• Full-time Masters in Business Administration (MBA) in Finance or equivalent from a reputed University.
• At least 2-4 years of experience in U.S. Taxation.
• Consulting and compliance experience.
• Background in:
• Tax technical (1120s and 1065s)
• S corporation requirements
• Financial accounting
• Strong communication and interpersonal skills; mastery of spoken and written English.
• Understanding of engagement team structure and roles.
• Proven leadership skills demonstrating strong judgment, problem-solving, decision-making, and project management abilities.
• History of strong performance in current role.

Work Location

• Hyderabad

Shift Timings

• 11 AM to 8 PM IST