Tax Director

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a TAS Tax Director based in the United States.

This is a senior leadership opportunity to build and expand a transaction-focused tax diligence practice within a growing advisory environment.

• Lead the strategic direction, growth, and overall performance of the Transaction Advisory Services tax diligence practice, establishing priorities, service offerings, and growth initiatives.
• Lead tax due diligence engagements for private equity firms, strategic acquirers, family offices, corporate sellers, and other transaction participants, ensuring high-quality and timely delivery.
• Identify and communicate tax risks, opportunities, structuring considerations, and potential implications associated with acquisitions, divestitures, recapitalizations, and restructurings.
• Collaborate with federal, state, local, international, and other tax specialists to deliver comprehensive solutions for complex transaction matters.
• Review acquisition agreements, merger agreements, purchase agreements, and related transaction documentation to identify tax considerations and support negotiations around tax-related provisions.
• Partner with financial due diligence and other advisory teams to develop integrated solutions and deliver a consistent client experience throughout the transaction lifecycle.
• Build, mentor, and develop a high-performing team, providing coaching, performance management, feedback, and opportunities for professional growth.
• Maintain accountability for engagement quality, risk management, client satisfaction, budgets, realization, billing, collections, and overall financial performance.
• Develop executive-level relationships across the private equity, investment banking, legal, lending, and M&A communities to generate new business and strengthen referral networks.
• Partner with business development and firm leadership on proposals, pitches, pursuit strategies, engagement scoping, fee discussions, and the development of Tax Quality of Earnings and tax diligence opportunities.
• Represent the practice at conferences, networking events, industry organizations, and thought leadership initiatives to increase market visibility and generate opportunities.
• Identify cross-selling opportunities and collaborate across service lines to provide broader transaction-related solutions.
• Review tax assumptions, calculations, and implications within transaction models, forecasts, and financial projections, providing actionable guidance to clients and deal teams.
• Monitor transaction activity, market trends, competitive dynamics, emerging technologies, and industry developments to identify new opportunities and strengthen the practice's market position.

• Bachelor's degree in Accounting, Finance, Taxation, or a related field is required; a Master's degree in Taxation is preferred.
• Active CPA certification is required; MST, JD, and/or LLM credentials are preferred.
• At least 10 years of progressive tax advisory experience, including substantial experience in transaction tax diligence, tax structuring, and consulting.
• Demonstrated success leading tax due diligence engagements for private equity firms, strategic acquirers, and middle-market organizations.
• Strong understanding of U.S. federal, state and local, and international tax considerations affecting mergers, acquisitions, divestitures, restructurings, and other transactions.
• Proven ability to identify, evaluate, and clearly communicate complex tax risks, opportunities, and structuring considerations to executives, investors, attorneys, and other transaction stakeholders.
• Experience reviewing and analyzing purchase agreements, merger agreements, acquisition documents, and related legal documentation.
• Strong business acumen and the ability to translate sophisticated tax concepts into practical, actionable recommendations.
• Demonstrated success building client relationships, generating new business, and contributing directly to professional services practice growth.
• Established relationships within private equity, investment banking, legal, M&A, or related transaction communities are highly desirable.
• Experience leading proposals, presentations, pitches, and pursuit activities, with a track record of contributing to revenue growth.
• Comfortable leading business development conversations, including engagement scoping, fee negotiations, and articulating value propositions to prospective clients.
• Proven experience building, leading, mentoring, and developing high-performing professional services teams.
• Excellent leadership, project management, written communication, verbal communication, analytical, and problem-solving skills.
• Ability to manage multiple complex engagements and competing priorities effectively in a fast-moving transaction environment.
• Advanced Microsoft Excel skills and experience using data analytics to support transaction-related analysis.