745 M A jobs in the United States

M&A Analyst

90079 Los Angeles, California LM Recruiting Group

Posted 12 days ago

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Job Description

Los Angeles-based client is currently seeking an experienced web-savvy Mergers and acquisitions (M&A) Analyst to support our Corporate Finance department with mergers and acquisitions, financial modeling, diligence, and integration. This is a great opportunity for anyone looking to broaden their reach and gain valuable in-house mergers and acquisition experience by joining a strong team and working directly with executive management.

Responsibilities:

- Perform financial due diligence on M&A targets; inputs critical to verifying initial valuation expectations

- Build operational financial models for acquisition targets; and perform financial analysis/develop KPIs

- Serve as a "thought partner" to members of executive management in the due diligence process

- Act as a "bridge" between corporate development and corporate finance

- Assist with acquisition integration, as necessary

- Assist with presentations to the investment committee of the board of directors

- Work closely with Corporate CFO, Corporate Development, and divisional financial and operational leaders

- Occasional travel to New York and M&A targets

Requirements:

- A BS in Finance, Accounting, Economics, or Business from a top-tier school/program is a MUST

- 2+ years' experience in M&A, due diligence, and/or valuations highly preferred

- Self-starter with business acumen and analytical, quantitative, accounting, and problem-solving skills with an emphasis on operational financial modeling

- Ability to think critically and creatively

- Proficient with Microsoft Excel

- Strong verbal and written communication skills

- Effective multi-tasking capability and ability to thrive in a fast-paced deadline driven environment

This is a wonderful opportunity for a rising star to showcase their analytical and business talents within a high-growth environment. We offer a comprehensive compensation and benefits package in a casual and

collaborative work environment.

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M&A Analyst

40287 Louisville, Kentucky Humana

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**Become a part of our caring community and help us put health first**
The M&A Analyst plays a critical role in advancing Humana's strategic growth objectives by identifying, researching, and analyzing potential mergers, acquisitions, and divestitures.
This includes evaluating the alignment of proposed transactions with Humana's long-term business strategy and providing detailed recommendations regarding the anticipated impact on organizational profitability and risk. To do so, the M&A analyst is responsible for conducting comprehensive financial and operational due diligence to assess the reliability and completeness of information provided by potential acquisition targets.
A successful M&A Analyst will work independently and collaborate cross-functionally with multiple stakeholders (operations, legal, shared services, and external advisors) to support seamless execution throughout the M&A lifecycle, from strategic rationale, valuation, and due diligence through integration planning and closing
* **This is a hybrid position and will require the candidate to work on-site at Humana's office in either Louisville, KY or Arlington, VA.** The M&A team operates on hybrid work arrangement (in office approximately 3 days per week)
**Use your skills to make an impact**
**Required Qualifications**
+ Bachelor's degree
+ 2 to 4 years of relevant experience in investment banking, public accounting, corporate development, private equity, management consulting, or a similar M&A-focused environment
+ Comfortable with building and evaluating M&A financial models
+ Knowledge of general financial and accounting principles
+ Proficiency in Microsoft Excel and PowerPoint applications
+ Strong work ethic, curiosity, detail orientation, and passion for excellence
+ Passionate about contributing to an organization focused on continuously improving consumer experiences
**Preferred Qualifications**
+ Master's degree
+ CFA or CPA
+ Experience with M&A diligence process and/or legal documents
+ Healthcare experience
**Additional Information**
**SSN Alert Statement**
Humana values personal identity protection. Please be aware that applicants may be asked to provide their Social Security Number, if it is not already on file. When required, an email will be sent from with instructions on how to add the information into your official application on Humana's secure website.
**Scheduled Weekly Hours**
40
**Pay Range**
The compensation range below reflects a good faith estimate of starting base pay for full time (40 hours per week) employment at the time of posting. The pay range may be higher or lower based on geographic location and individual pay will vary based on demonstrated job related skills, knowledge, experience, education, certifications, etc.
$78,400 - $107,800 per year
This job is eligible for a bonus incentive plan. This incentive opportunity is based upon company and/or individual performance.
**Description of Benefits**
Humana, Inc. and its affiliated subsidiaries (collectively, "Humana") offers competitive benefits that support whole-person well-being. Associate benefits are designed to encourage personal wellness and smart healthcare decisions for you and your family while also knowing your life extends outside of work. Among our benefits, Humana provides medical, dental and vision benefits, 401(k) retirement savings plan, time off (including paid time off, company and personal holidays, volunteer time off, paid parental and caregiver leave), short-term and long-term disability, life insurance and many other opportunities.
**About Us**
Humana Inc. (NYSE: HUM) is committed to putting health first - for our teammates, our customers and our company. Through our Humana insurance services and CenterWell healthcare services, we make it easier for the millions of people we serve to achieve their best health - delivering the care and service they need, when they need it. These efforts are leading to a better quality of life for people with Medicare, Medicaid, families, individuals, military service personnel, and communities at large.

**Equal Opportunity Employer**
It is the policy of Humana not to discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or protected veteran status. It is also the policy of Humana to take affirmative action, in compliance with Section 503 of the Rehabilitation Act and VEVRAA, to employ and to advance in employment individuals with disability or protected veteran status, and to base all employment decisions only on valid job requirements. This policy shall apply to all employment actions, including but not limited to recruitment, hiring, upgrading, promotion, transfer, demotion, layoff, recall, termination, rates of pay or other forms of compensation and selection for training, including apprenticeship, at all levels of employment.
Humana complies with all applicable federal civil rights laws and does not discriminate on the basis of race, color, national origin, age, disability, sex, sexual orientation, gender identity or religion. We also provide free language interpreter services. See our
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Associate - M&A

33408 North Palm Beach, Florida NextEra Energy

Posted 2 days ago

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Job Description

**Associate - M&A**
**Date:** Aug 21, 2025
**Location(s):** Juno Beach, FL, US, 33408
**Company:** NextEra Energy
**Requisition ID:** 90180
NextEra Energy Resources is one of America's largest wholesale electricity generators, harnessing diverse energy sources to power progress. We deliver tailored energy solutions that fuel economic growth, strengthen communities, and help customers achieve their energy goals. Ready to make a lasting impact? Take the next step in your career with us!
**Position Specific Description**
Corporate Development is responsible for engaging with investment banks and counterparties during the deal process in order to negotiate terms and structure deal financing for the merger or acquisition. The team also works on corporate strategy presentations for executive leadership in conjunction with the subject matter experts around the company.
**In this position you will have responsibility for the following:**
+ Creation and review of financial models for potential transactions
+ Analyze the financial structure and determine the earnings impact of mergers/acquisitions
+ Propose strategies to maximize the financial performance of the company
+ Work with Treasury, Regulatory, and Accounting on analyzing various financing plans
+ Identify and analyze the impact on the financial structure, profitability, financial integrity and competitive position of potential transactions the company is pursing
+ Work closely with business units to support them in developing their business strategies, including preparation for the annual strategy review with the executive team
**Ideal Qualifications:**
+ Ability to work on matrixed team in a fast paced environment
+ Ability to manage multiple competing priorities
+ Strong analytical skills - including expertise in Excel
+ Strong communication skills - interpersonal as well as the ability to create presentations
+ Bachelor's Degree in finance, accounting or technical field highly preferred
+ MBA, CPA, or relevant graduate degree highly desirable
**Job Overview**
Employees in this position will take an active role in evaluating, structuring, and executing M&A transactions in the energy and utilities industry, working closely with senior leadership to drive strategic initiatives.
**Job Duties & Responsibilities**
+ Lead valuation analyses, including financial modeling and scenario planning
+ Manage due diligence processes and coordinate with external advisors
+ Develop presentations and materials for executive leadership
+ Identify and assess potential acquisition targets and strategic partnerships
+ Collaborate with business units to assess integration and value creation opportunities
+ Performs other job-related duties as assigned
**Required Qualifications**
+ Bachelor's - Finance, Economics or Related Field
+ Experience: 3-5 years in investment banking, private equity, or corporate development with energy/utilities exposure OR 2+ years with advanced degree
+ Strong knowledge of regulatory considerations and market trends in the utilities sector
+ Strong analytical and financial modeling skills
**Preferred Qualifications**
+ Master's - Business Administration
+ Chartered Financial Analyst (CFA)
NextEra Energy offers a wide range of benefits to support our employees and their eligible family members. Clickto learn more.
**Employee Group:** Exempt
**Employee Type:** Full Time
**Job Category:** Finance, Accounting & Business Analytics
**Organization:** NextEra Energy Resources, LLC
**Relocation Provided:** Yes, if applicable
NextEra Energy is an Equal Opportunity Employer. Qualified applicants are considered for employment without regard to race, color, age, national origin, religion, marital status, sex, sexual orientation, gender identity, gender expression, genetics, disability, protected veteran status or any other basis prohibited by law.
NextEra Energy and provides reasonable accommodation in its application and selection process for qualified individuals, including accommodations related to compliance with conditional job offer requirements, consistent with federal, state, and local laws. Supporting medical or religious documentation will be required where applicable and permitted by applicable law. To request a reasonable accommodation, please send an e-mail to, providing your name, telephone number and the best time for us to reach you. Alternatively, you may call 1- . Please do not use this line to inquire about your application status.
NextEra Energy will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.
NextEra Energy **does not** accept any unsolicited resumes or referrals from **any third-party recruiting firms or agencies** . Please see ourfor more information.
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M&A Analyst

08110 Pennsauken, New Jersey Robert Half

Posted 3 days ago

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Job Description

Description
Rapidly growing client seeks a proactive and strategic M& A Analyst to oversee financial operations for their distribution business. The M& A Analyst will be responsible for budgeting, financial planning, cash flow management, and providing financial insights to support business decisions. In this role, you will also perform ROI analysis, create and maintain complex financial models, provide leadership where needed, develop KPIs, monitor financial performance, develop and implement cost-reduction strategies and financial control, and provide management with strategic plans for long-term financial benefits for the organization. We ideally want a candidate who can own all aspects of the financial management function, possess strong P& L expertise, and advanced budgeting skills.
What you get to partake in:
· Oversee day-to-day financial operations including general accounting, budgeting, and forecasting
· Collaborate with internal teams to access financial performance and cost efficiency
· Analyze financial data and prepare monthly, quarterly, annual reports
· Coordinate with management team on profit loss analysis
· Report on various investment analysis
· Develop financial models and pricing strategies to support sales and margin improvement
· Implement internal controls and financial procedures to safeguard company assets
Requirements
The ideal M& A Analyst must have a Bachelors degree in Accounting or Finance.
Other requirements for the M& A Analyst role include and are not limited to:
· 7+ years of accounting and finance experience
· Extensive financial modeling experience a MUST
· Accounting foundation preferred
· Proven M& A and FP& A expertise
· Advanced Microsoft Excel skills
· Power BI preferred
For more information on this M& A Analyst role and other full time accounting and finance opportunities, please contact us at and reference JO#03710- .
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .
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M&A Analyst

22212 Arlington, Virginia Humana

Posted 5 days ago

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Job Description

**Become a part of our caring community and help us put health first**
The M&A Analyst plays a critical role in advancing Humana's strategic growth objectives by identifying, researching, and analyzing potential mergers, acquisitions, and divestitures.
This includes evaluating the alignment of proposed transactions with Humana's long-term business strategy and providing detailed recommendations regarding the anticipated impact on organizational profitability and risk. To do so, the M&A analyst is responsible for conducting comprehensive financial and operational due diligence to assess the reliability and completeness of information provided by potential acquisition targets.
A successful M&A Analyst will work independently and collaborate cross-functionally with multiple stakeholders (operations, legal, shared services, and external advisors) to support seamless execution throughout the M&A lifecycle, from strategic rationale, valuation, and due diligence through integration planning and closing
* **This is a hybrid position and will require the candidate to work on-site at Humana's office in either Louisville, KY or Arlington, VA.** The M&A team operates on hybrid work arrangement (in office approximately 3 days per week)
**Use your skills to make an impact**
**Required Qualifications**
+ Bachelor's degree
+ 2 to 4 years of relevant experience in investment banking, public accounting, corporate development, private equity, management consulting, or a similar M&A-focused environment
+ Comfortable with building and evaluating M&A financial models
+ Knowledge of general financial and accounting principles
+ Proficiency in Microsoft Excel and PowerPoint applications
+ Strong work ethic, curiosity, detail orientation, and passion for excellence
+ Passionate about contributing to an organization focused on continuously improving consumer experiences
**Preferred Qualifications**
+ Master's degree
+ CFA or CPA
+ Experience with M&A diligence process and/or legal documents
+ Healthcare experience
**Additional Information**
**SSN Alert Statement**
Humana values personal identity protection. Please be aware that applicants may be asked to provide their Social Security Number, if it is not already on file. When required, an email will be sent from with instructions on how to add the information into your official application on Humana's secure website.
**Scheduled Weekly Hours**
40
**Pay Range**
The compensation range below reflects a good faith estimate of starting base pay for full time (40 hours per week) employment at the time of posting. The pay range may be higher or lower based on geographic location and individual pay will vary based on demonstrated job related skills, knowledge, experience, education, certifications, etc.
$78,400 - $107,800 per year
This job is eligible for a bonus incentive plan. This incentive opportunity is based upon company and/or individual performance.
**Description of Benefits**
Humana, Inc. and its affiliated subsidiaries (collectively, "Humana") offers competitive benefits that support whole-person well-being. Associate benefits are designed to encourage personal wellness and smart healthcare decisions for you and your family while also knowing your life extends outside of work. Among our benefits, Humana provides medical, dental and vision benefits, 401(k) retirement savings plan, time off (including paid time off, company and personal holidays, volunteer time off, paid parental and caregiver leave), short-term and long-term disability, life insurance and many other opportunities.
**About Us**
Humana Inc. (NYSE: HUM) is committed to putting health first - for our teammates, our customers and our company. Through our Humana insurance services and CenterWell healthcare services, we make it easier for the millions of people we serve to achieve their best health - delivering the care and service they need, when they need it. These efforts are leading to a better quality of life for people with Medicare, Medicaid, families, individuals, military service personnel, and communities at large.

**Equal Opportunity Employer**
It is the policy of Humana not to discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or protected veteran status. It is also the policy of Humana to take affirmative action, in compliance with Section 503 of the Rehabilitation Act and VEVRAA, to employ and to advance in employment individuals with disability or protected veteran status, and to base all employment decisions only on valid job requirements. This policy shall apply to all employment actions, including but not limited to recruitment, hiring, upgrading, promotion, transfer, demotion, layoff, recall, termination, rates of pay or other forms of compensation and selection for training, including apprenticeship, at all levels of employment.
Humana complies with all applicable federal civil rights laws and does not discriminate on the basis of race, color, national origin, age, disability, sex, sexual orientation, gender identity or religion. We also provide free language interpreter services. See our
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M&A Analyst

38138 Germantown, Tennessee Robert Half

Posted 12 days ago

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Description We are looking for a skilled Mergers & Acquisitions Analyst to join our dynamic team in Germantown, Tennessee. This is an exciting opportunity for a detail-oriented individual with extensive experience in buy-side M& A transactions to contribute to a growing private equity organization. The ideal candidate will thrive in a fast-paced environment and possess strong analytical and communication skills.
Responsibilities:
- Conduct in-depth financial analysis and due diligence to evaluate potential acquisition opportunities.
- Develop and present detailed financial models to support investment decisions and strategic planning.
- Collaborate with cross-functional teams to structure and negotiate terms for mergers and acquisitions.
- Monitor and analyze market trends to identify new opportunities and assess risks.
- Prepare comprehensive reports and presentations for senior management and stakeholders.
- Oversee integration processes post-acquisition to ensure seamless transitions.
- Manage relationships with external partners, including advisors, legal teams, and financial institutions.
- Provide insights and recommendations to optimize capital allocation and enhance portfolio value.
- Evaluate cash flow projections and assess the financial impact of potential deals.
- Support the budgeting and forecasting processes to align with organizational goals. Requirements - Minimum of 5 years of experience in buy-side mergers and acquisitions.
- Proficiency in financial tools such as Bloomberg Terminal, Capital IQ, and CRM systems.
- Strong knowledge of cash flow analysis, capital management, and budgeting processes.
- Advanced degree in finance, business, or a related field is highly preferred.
- Exceptional analytical and problem-solving skills with attention to detail.
- Demonstrated ability to communicate effectively, both verbally and in writing.
- Experience working in a high-growth, fast-paced environment.
- Willingness to travel occasionally as required by the role.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .
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M&A Associate

Charlotte, North Carolina 5 Legal

Posted today

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Job Description

Job Description

Am Law top 100 firm which is popular for its high-profile financial services is seeking a highly qualified associate to join their Private Equity/M&A team.


The ideal candidate must have 2+ years of Private Equity/M&A experience. Admission to the bar of the relevant jurisdiction is preferred but not required; foreign qualified candidates are welcome to apply.




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M&A Manager

02108 Boston, Massachusetts Schneider Electric

Posted 11 days ago

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Permanent
Schneider Electric has an opportunity for a M&A Manager in Boston, MA.

This is a fantastic opportunity for an early-career professional to join a diverse, dynamic and results-orientated team as an M&A Manager, reporting directly to the Senior VP, Head of Global M&A.

The M&A team works collaboratively with many internal and external stakeholders, hence strong project management skills, collaboration ethics and an appetite for project work are paramount to the success of the team.

What will you do?

As an M&A Manager, you will be a junior member of the team and will have the opportunity to be involved in a variety of corporate transactions, working on multiple transactions in parallel, working with teams across the business as well as a vast array of internal experts and external advisors.

You will:

  • Analyze industry reports and equity capital market research to derive relevant information
  • Work on Business plan modelling and Group financial impact analysis:
    • Interpret and present complex financial data to senior members of the team & senior internal leaders (Senior VPs and above, including Executive Committee members)
    • Develop financial models to simulate possible scenarios and show validity of investment on any deal
    • Lead interactions with key transaction stakeholders and counterparties on financial modelling topics
  • Oversee Valuation: prepare valuation materials on deals using all relevant methodologies, assessing and predicting financial risks and returns
  • Own the financial due diligence workstream on any deal
  • Assist other members of the team on other due diligence workstreams & build this expertise over time
  • Lead and or assist in the preparation of presentations and other materials for the business teams, the Group acquisition committee or internal meetings with senior internal leaders (Senior VPs and above, including Executive Committee members)
  • Working with business and corporate functions to ensure handover to integration team post-closing
We know skills and competencies show up in many different ways and can be based on your life experience. If you do not necessarily meet all the requirements that are listed, we still encourage you to apply for the position.

What qualifications will make you successful for this role?

  • 2 - 3 years of prior work experience at a Top Tier Investment Bank; Top Tier Strategy consulting firm; an Internal Audit team inside a large corporation and/or the M&A / Corporate Development team
  • Bachelor's degree, Master's degree is a plus
  • Fluency in spoken and written English; Any other language is a plus
  • Excellent Excel, MS PowerPoint and MS Word skills, as well as presentation writing skills
• To note: candidates will be tested on financial modeling throughout the recruitment process

What skills and capabilities will make you successful?

  • Strong capacity to foster collaboration & networking, and work transversally across the organization
  • Organizational and project management skills; structured way of working
  • Good attention to detail. Ability to deliver on time and anticipate
  • Strong analytical skills: ability to screen and quickly absorb information on various topics from multiple sources and synthesize it to make meaningful recommendations
  • Solid financially literacy: able to review and interpret financial statements / reports - from P&L, Cash-Flow to Balance Sheet
  • International, multi-cultural mind-set and approach
  • Resourceful and self-starter attitude, interest to roll-up one's sleeves, get things done
  • Team Player - Passionate and dynamic professional with the energy and ability to build trust and foster collaboration & transparency across a matrix environment; Collaborative team-oriented style
  • Excellent presentation skills on Excel and Powerpoint
  • Ability to communicate clearly & concisely
Let us learn about you! Apply today.

You must submit an online application to be considered for any position with us. This position will be posted until filled.

Looking to make an IMPACT with your career?

When you are thinking about joining a new team, culture matters. At Schneider Electric, our values and behaviors are the foundation for creating a great culture to support business success. We believe that our IMPACT values - Inclusion, Mastery, Purpose, Action, Curiosity, Teamwork - starts with us.

IMPACT is also your invitation to join Schneider Electric where you can contribute to turning sustainability ambition into actions, no matter what role you play. It is a call to connect your career with the ambition of achieving a more resilient, efficient, and sustainable world.

We are looking for IMPACT Makers; exceptional people who turn sustainability ambitions into actions at the intersection of automation, electrification, and digitization. We celebrate IMPACT Makers and believe everyone has the potential to be one.

Become an IMPACT Maker with Schneider Electric - apply today!

€36 billion global revenue
+13% organic growth
150 000+ employees in 100+ countries
#1 on the Global 100 World's most sustainable corporations

You must submit an online application to be considered for any position with us. This position will be posted until filled.

Schneider Electric aspires to be the most inclusive and caring company in the world, by providing equitable opportunities to everyone, everywhere, and ensuring all employees feel uniquely valued and safe to contribute their best. We mirror the diversity of the communities in which we operate, and 'inclusion' is one of our core values. We believe our differences make us stronger as a company and as individuals and we are committed to championing inclusivity in everything we do.

At Schneider Electric, we uphold the highest standards of ethics and compliance, and we believe that trust is a foundational value. Our Trust Charter is our Code of Conduct and demonstrates our commitment to ethics, safety, sustainability, quality and cybersecurity, underpinning every aspect of our business and our willingness to behave and respond respectfully and in good faith to all our stakeholders. You can find out more about our Trust Charter here

Schneider Electric is an Equal Opportunity Employer. It is our policy to provide equal employment and advancement opportunities in the areas of recruiting, hiring, training, transferring, and promoting all qualified individuals regardless of race, religion, color, gender, disability, national origin, ancestry, age, military status, sexual orientation, marital status, or any other legally protected characteristic or conduct.

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M&A Tax Managing Director - M&A Tax Partner

60290 Chicago, Illinois Regal Executive Search

Posted 5 days ago

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Regal Executive Search trueM&A Tax Managing Director - M&A Tax Partner

300 North LaSalle Suite 1420 Chicago , IL 60654 US

2024-04-02 2025-07-26 Industry: Accounting / Finance Job Number: 3250Job Description

Please make an application promptly if you are a good match for this role due to high levels of interest.
Tax Managing Director - Tax Partner - Mergers & Acquisitions ("M&A") Tax

The Tax Managing Director or Tax Partner of M&A Tax will work in a fast-paced rapidly growing practice and assume a wide set of responsibilities across buy-side and sell-side transactions, divestitures and carve outs working alongside our performance improvement, turnaround and restructuring and investment banking practices to assess a companys tax risks and opportunities, applying and interpreting income tax law and conducting comprehensive discussions with management and their advisors.

Responsibilities
    • Working directly with internal senior personnel and clients to develop comprehensive solutions to complex transactional challenges
    • Leveraging tax technical knowledge to lead engagement teams in performing buy- and sell-side due diligence and developing tax-efficient acquisition and divestiture structures
    • Conducting, developing, overseeing and reviewing tax due diligence, tax structuring and tax modeling workstreams including but not limited to identification and mitigation of relevant historical and projected tax risks, tax-advantage structuring, optimizing and preserving valuable tax attributes, mitigating tax costs related to cancellation of indebtedness income and worthless stock deduction analysis, conducting Section 382 and transaction cost analyses
    • Managing various technical tax issues dealing with consolidated returns, S Corporations, partnerships and limited liability companies
    • Identifying and analyzing tax risks and opportunities while advising both strategic and private equity buyers and sellers on alternative tax strategies for acquisition, disposition and restructuring of businesses
    • Reviewing and analyzing merger agreements and providing opinion letters
    • Expanding tax research skills through deep exploration of complex technical tax issues across a broad spectrum of tax law
    • Teaching, guiding and coaching junior team members
    • Drafting clear and concise reports outlining key takeaways
    • Creating tax financial models
    • Contributing to marketing and business development efforts
    • Supporting practice development initiatives
    • Collaborating closely with performance improvement, restructuring and investment banking colleagues
Qualifications
    • Strong desire to be a part of and contribute to the growth of a high performing client focused team dedicated to individual and firm level achievements
    • Bachelors degree from a top undergraduate program (accounting preferred)
    • 12 plus years of tax advisory experience or a combination of audit, tax and financial due diligence experience within a Big 4 accounting firm
    • CPA, JD, Masters in Taxation or LLM
    • Knowledge of a broad range of corporate tax matters in various industries
    • Proven ability to articulate complex information when providing crucial negotiation insights
    • Technically competent across multiple US federal, international and state income tax disciplines
    • Fundamental working knowledge of all or essentially all non-income based federal, state and foreign tax regimes, including but not limited to indirect, payroll, property and ad valorem taxes
    • Understanding of US GAAP, including the accounting for income tax principles
    • Experience with tax controversy and procedure
    • High degree of maturity with a proven ability to interact with senior executives, private equity firms, lenders, lawyers and management teams
    • Experience leading other professionals and acting in a manner that motivates, inspires and develops junior team members
    • Proven leader in the delivery of high-quality work that exceeds client expectations
    • Excellent written and verbal communication skills including strong email etiquette
    • Eagerness to be responsive at all times
    • Proven track-record of success in high pressure, time-constrained environments
    • Top-tier organizational skills and attention to detail
    • Self-starter and entrepreneurial nature
    • Open to travel and work at client site


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Chicago, ILLogin to save this search and get notified of similar positions.About Chicago, ILUnlock your potential in the bustling job market around Chicago, Illinois! Dive into a world of endless possibilities and growth opportunities in the Windy City and its vibrant suburbs. From iconic landmarks like the Willis Tower and Navy Pier to the world-class cuisine of deep-dish pizza and Chicago-style hot dogs, this area is rich in culture and charm. Immerse yourself in the thriving arts scene at the Art Institute of Chicago or enjoy a night out at the renowned Second City comedy club. With top-notch theaters, professional sports teams like the Cubs and the Bears, and lush green spaces like Millennium Park, Chicago offers an unbeatable lifestyle for career-driven individuals. Explore our job listings today and discover why Chicago is the perfect place to kickstart your career journey!Are you sure you want to apply for this job?

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M&A Tax Specialist

70595 Lafayette, Louisiana Diedre Moire

Posted 2 days ago

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Insurance - Transactional M&A R&A Risk Underwriting - Lafayette, LA

Vice President Mergers and Acquisitions Representation and Warranty Insurance Underwriting MBA Attorney CPA Accountant Underwriter Underwriting Manager _ .

Seeking Mergers & Acquisitions Manager, Atto.

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