Who We Are
Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices — located in the fastest growing cities in the US — are built on a foundation of inclusivity, collaboration, and collective growth. We work daily to provide exceptional service to our people, customers, and our communities.
The Director will play a crucial role within the Firm’s practice, specializing in tax services related to Merger & Acquisition (M&A) activities. This position requires extensive experience in coordinating M&A tax diligence matters, as the Director will lead and manage multiple M&A related tax engagements. Key responsibilities include overseeing due diligence projects, providing ancillary services for acquisitions by private equity funds and corporate buyers, and ensuring compliance with relevant tax regulations. The Director will collaborate with cross-functional teams to ensure the effective execution of tax-related aspects of M&A transactions, fostering strong relationships with clients and stakeholders. This role is integral to delivering high-quality advisory services and supporting the Firm's strategic objectives in the M&A space.
Responsibilities
- Lead and manage M&A tax engagements, actively participating in due diligence projects related to acquisitions by private equity investor groups and strategic corporate buyers.
- Conduct technical reviews of tax filings and tax data of varying complexity to ensure compliance and accuracy.
- Provide tax diligence and structuring advice to clients as part of a multi-disciplinary team, addressing their specific needs during the M&A process.
- Research and analyze complex tax issues to develop informed strategies and recommendations.
- Draft and communicate findings in a clear, efficient, and timely manner, ensuring that clients are well-informed throughout the process.
- Identify potential issues and recommend innovative solutions to complex client challenges, particularly in M&A-related contexts.
- Delegate tasks effectively and manage assignments to deliver accurate and efficient outputs.
Additional Responsibilities
- Perform administrative duties associated with the position, including billing and collections.
- Direct, coach, and manage staff, ensuring they are well-equipped to handle their responsibilities.
- Maintain familiarity with staff qualifications and review assignments for appropriateness.
- Provide constructive performance feedback and on-the-job training to enhance team development.
- Instruct and facilitate both internal and external training sessions to promote knowledge sharing and professional growth.
- Actively pursue opportunities to provide additional services and participate in business development initiatives to expand the Firm's client base.
- Undertake other duties as necessary within the scope of the practice to support overall objectives.
Requirements
- Bachelor’s degree in Accounting; Master’s degree in Taxation preferred.
- A minimum of 8 years of recent experience in a public accounting firm, with a proven track record of managing multiple tax accounting projects and client engagements, including directing and scheduling staff and managing workflow.
- At least 2 years of relevant experience in the M&A/transaction services space, specifically in M&A tax due diligence, deal structuring, and post-acquisition planning.
- Significant experience with various types of entity taxes, demonstrating a comprehensive understanding of tax implications across different structures.
- CPA certification is required.
- Strong multitasking abilities, with the capability to manage competing priorities effectively.
- Excellent communication skills, both verbal and written, to convey complex information clearly and build relationships with clients and team members.
WHY YOU SHOULD JOIN US
We believe that when our employees are able to thrive in all facets of life, their work and impact are that much greater.
That's Right – All Aspects Of Life, Not Just Your Life As An Employee, Because We Understand That There's Life Beyond Your Job. Here Are Some Of The Ways Our Work Works For Your Life, Your Growth, And Your Well-being
- generous time away and paid firm holidays, including the week between Christmas and New Year’s
- flexible work schedules
- 16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid and caregiver leave (once eligible)
- first-class health and wellness benefits, including wellness coaching and mental health counseling
- one-on-one professional coaching
- Leadership and career development programs
- access to Beyond: a one-of-a kind program with experiences that help you expand your life, personally and professionally
NOTICE TO 3RD PARTY RECRUITERS
Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. Resumes submitted or candidates referred to any employee of Elliott Davis by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Elliott Davis. Elliott Davis will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.
Ada Requirements
The physical and cognitive/mental requirements and the work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Physical Requirements
While performing the duties of this job, the employee is:
- Regularly required to remain in a stationary position; use hands repetitively to operate standard office equipment; and to talk or hear, both in person and by telephone
- Required to have specific vision abilities which include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus
Cognitive/Mental Requirements
While performing the duties of this job, the employee is regularly required to:
- Use written and oral communication skills.
- Read and interpret data, information, and documents.
- Observe and interpret situations.
- Work under deadlines with frequent interruptions; and
- Interact with internal and external customers and others in the course of work.
