Tax Manager | M&A, Research & Planning

Location: Charlotte, NC
Schedule: Hybrid – 2 days onsite / 3 days remote
Compensation: $160,000–$170,000 base + 15% bonus
Employment Type: Direct Hire

Position Overview

Our large, established corporate client is seeking an experienced Income Tax Manager – Research & Planning (M&A) to join its corporate tax team. This is a highly visible, individual contributor role offering significant exposure to mergers and acquisitions, complex tax research, strategic planning, and cross-functional initiatives.

The ideal candidate will bring strong technical corporate tax expertise, hands-on M&A experience, and the ability to independently lead projects while partnering with senior leadership, legal, accounting, and external advisors.

This is an excellent opportunity for someone who enjoys the strategic and transactional side of corporate tax and wants to move beyond traditional compliance responsibilities.

Key Responsibilities

Mergers & Acquisitions: Play a key role in M&A transactions, primarily focused on pre-acquisition tax due diligence, risk assessment, transaction structuring, and agreement review.
Tax Research & Planning: Research complex federal and state income tax matters, evaluate tax implications, and develop strategic recommendations to optimize tax positions.
Transaction Support: Partner with legal, finance, and external advisors throughout the acquisition lifecycle, including transaction planning and post-acquisition integration.
Tax Controversy: Manage and support federal and state income tax audits, disputes, position papers, and resolution strategies.
Legislative & Regulatory Analysis: Monitor tax law developments, assess potential business impacts, and recommend appropriate actions.
Tax Provision Support: Assist with income tax provision matters, including evaluating uncertain tax positions.
Special Projects: Lead strategic tax initiatives and collaborate with cross-functional stakeholders on complex business transactions.

Qualifications

Bachelor's degree in Accounting required; Master's in Accounting or Taxation preferred.
Active CPA certification required.
6+ years of corporate income tax experience within public accounting and/or a corporate environment.
Hands-on M&A tax experience required, including direct involvement in due diligence, transaction analysis, structuring, or acquisition-related tax matters.
Strong understanding of federal and state corporate income tax regulations, preferably within a large, multi-entity or multistate organization.
Excellent technical research, analytical, and written communication skills.
Demonstrated ability to independently manage complex projects, identify tax risks, and communicate recommendations to senior stakeholders.
Strong organizational skills with the ability to balance multiple priorities in a deadline-driven environment.
Proficiency in Microsoft Office; SAP experience is a plus.

Why Consider This Opportunity?

Strategic M&A Exposure: Work on acquisitions of varying sizes and complexity, with meaningful involvement in transaction planning and due diligence.
High Visibility: Partner directly with senior tax leadership and cross-functional business teams.
Project Ownership: Take ownership of complex tax initiatives without direct people-management responsibilities.
Variety Beyond Compliance: Focus on research, planning, transactions, and strategic tax matters.
Work-Life Flexibility: Hybrid schedule with three remote days per week.
Competitive Compensation: $160K–$170K base salary plus a 15% annual bonus opportunity.

Category Code: JN001, JN005
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Seniority Level: Mid-Senior Level