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Crowe

Public accounting, tax, and advisory services

Federal Tax Transaction Advisory Services Senior Associate

Financial & Transaction AdvisoryConfirmed live in the last 24 hours
Full-time$75.5k - $149.6k /yr

About the Job

Requirements

  • A bachelor's degree in Accounting, Finance, Tax, or a related field is required.
  • Eligibility and willingness to obtain a CPA, EA, JD, LLM, or other relevant professional credential consistent with firm policy is required.
  • A minimum of two years of experience in a professional services, public accounting, corporate tax, or law firm environment is required.
  • At least one year of direct experience in tax transaction advisory services or comparable mergers and acquisitions tax, corporate income tax, or transaction-related tax work is required.
  • Demonstrated experience managing assigned workstreams, meeting competing deadlines, and producing accurate, well-supported work products is required.
  • Proficiency with Microsoft Excel, Word, and PowerPoint is required.
  • Demonstrated ability to manage assigned workstreams across multiple concurrent engagements and deliver high-quality work within transaction timelines.
  • Strong research, analytical, written, and verbal communication skills, with the ability to summarize technical tax matters clearly and concisely.
  • Working knowledge of U.S. federal income tax matters and familiarity with state, local, and international tax considerations relevant to transactions.
  • Foundational knowledge of non-income-based taxes, including indirect, payroll, property, and other transactional tax regimes.
  • Understanding of U.S. GAAP fundamentals, including accounting for income taxes, and the relationship between tax information and financial statements.
  • Sound judgment, professional curiosity, and attention to detail, with the ability to identify issues, ask effective questions, and escalate matters appropriately.
  • Willingness and ability to travel as business needs dictate.

Responsibilities

  • Participate in multiple transaction engagement teams and own assigned workstreams supporting tax due diligence, structuring, and advisory services for mergers, acquisitions, dispositions, and restructurings undertaken by private equity sponsors and corporate acquirers.
  • Review tax returns, workpapers, financial information, data-room materials, and other supporting documentation to identify relevant facts, tax attributes, exposures, and planning opportunities.
  • Perform tax research and quantitative analyses, evaluate identified issues with guidance as needed, and clearly document assumptions, procedures, and conclusions.
  • Draft information requests, diligence report sections, issue summaries, technical memoranda, and other client-ready deliverables for review by managers and senior engagement leaders.
  • Review tax provisions in merger and purchase agreements and analyze tax-related assumptions and calculations in financial models, supporting the assessment and quantification of transaction impacts.
  • Manage assigned work plans, data requests, trackers, deliverables, and hours; communicate progress and proactively flag missing information, scope changes, delays, or technical concerns.
  • Coordinate with client personnel, target-company representatives, and domestic and international specialists to gather facts, validate information, and integrate findings into engagement deliverables.
  • Participate in client and diligence calls, communicate assigned findings clearly, and develop effective working relationships with clients and other engagement stakeholders.
  • Provide task-level guidance and feedback to associates and interns and contribute to team knowledge sharing, training, and continuous improvement.
  • Provide task-level direction and review to associates and interns on assigned workstreams, monitor completion and quality, and seek guidance from managers on significant technical, timing, or performance matters.

Desired Qualifications

  • An active CPA license, U.S.-admitted attorney status, IRS Enrolled Agent (EA), or an advanced degree such as a JD, LLM in Tax, or master's in Accounting or Taxation is preferred.
  • Additional relevant certifications, transaction experience, or professional designations are a plus.

About the Company

Crowe

Public accounting, tax, and advisory services

Crowe provides audit, tax, and consulting services to public and private entities as a public accounting and advisory firm. It uses its industry knowledge to examine financial statements, plan and file taxes, and advise on business strategy and risk, delivering services through a global network. Crowe’s work is supported by its independent Crowe Global network, which brings together more than 200 member firms in over 130 countries to serve clients worldwide. This global scale enables access to industry specialists and diverse resources while maintaining a focus on client-specific needs. The company aims to help organizations manage financial reporting, regulatory compliance, and business decisions with accuracy and insight.

Company size
5,001-10,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Chicago, IL
Founded
1942

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