Associate, Global Transaction Tax

About the Role

• Associate, Global Transaction Tax
• Start Season & Year: Summer 2027
• Earliest Graduation Date: April 2027
• Latest Graduation Date: July 2027

Alvarez & Marsal (A&M)

• A global consulting firm with entrepreneurial, action and results-oriented professionals.
• Takes a hands-on approach to solving clients' problems and assisting them in reaching their potential.
• Culture celebrates independent thinkers and doers who positively impact clients and shape the industry.
• Core values: Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity.

The Team (Global Transaction Tax - GTT)

• Provides corporate and private equity buyers with transactional tax advisory services to support mergers, acquisitions, carve outs, investment and financing structures, disposition alternatives, and post-transaction activities.
• Assists clients before, during, and after transactions.
• Works with clients across corporate functions to analyze and evaluate the tax profile and to implement planning designed to help meet global goals, strategies, and business objectives.

Key Responsibilities

• Performing tax due diligence, including reviewing target’s historic tax profile, planning, tax examinations, acquisitions/dispositions, and filing history to assess potential risks and opportunities.
• Using the due diligence process to identify opportunities for further tax efficiencies.
• Structuring transactions in a tax-efficient manner.
• Reviewing and evaluating significant tax attributes, credits, and incentives.
• Reviewing and commenting on purchase agreements and disclosure schedules.
• Evaluating potential acquisition structures.
• Modeling transaction scenarios.
• Identifying matters to be addressed post-closing, including integration-related risks and opportunities.
• Developing and delivering quality tax planning approaches by providing timely and responsive services and work product that meets or exceeds client expectations.
• Performing due diligence, including review of tax returns, financials, and other documentation to evaluate potential tax risks and opportunities.
• Reviewing and commenting on tax aspects of financial models, purchase agreements, and structuring calculations.
• Taking ownership of assigned workstreams, including creating and preserving relevant diligence work products, ensuring supervisors can timely review and provide constructive feedback of deliverables, and otherwise proactively responding to changes in workflow.
• Coordinating with federal and international tax team members, as well as financial and operational due diligence team members, to timely deliver highest quality integrated work product.
• Beginning to develop and take responsibility for managing client relationships by communicating and responding to client expectations, gathering data relevant to the engagement, and tailoring project deliverables accordingly.

Qualifications

• Must be enrolled in an accredited college or university and pursuing a JD (3L), LL.M (Taxation), Master of Science in Taxation, or Master of Accounting with an emphasis in Tax.
• Definitive plans for meeting minimum educational requirements for CPA eligibility and licensure in the state of your assigned office location or membership to a State Bar.
• Excellent verbal and written communication skills and ability to articulate complex information.
• Strong analytical skills.
• High proficiency in spreadsheets.
• Ability to simultaneously work on several projects and effectively manage deadlines.
• High motivation to learn and grow.
• Must be authorized to work in the US without the need for employment-based sponsorship now or in the future. A&M will not sponsor applicants for US work visa status for this role.