Exactera has offices in New York City, Tarrytown NY, San Diego, CA, London, and Argentina.
Position
As a Transaction Services Senior Tax Manager on our Professional Services team, you will lead transaction-driven tax engagements end-to-endoverseeing a portfolio of buy-side, sell-side, and post-close clients, leveraging our technology platform built for tax data analysis and documentation, and delivering high-quality, audit-ready technical support.
In addition to your core M&A tax focustransaction cost analysis, Section 382 studies, and purchase accounting supportyoull also support and/or lead complementary specialty tax engagements where client needs overlap, including post-acquisition R&D credit treatment under Section 41(f)(3), Section 174 capitalization/amortization, cost segregation / fixed asset step-up studies, and IC-DISC feasibilityhelping clients maximize total tax benefit across the deal lifecycle while keeping documentation consistent, defensible, and scalable.
Responsibilities
- Manage transaction tax engagements end-to-end, working closely with the Practice Leader and cross-functional teams (R&D, cost segregation, transfer pricing).
- Lead transaction cost analyses under Section 263(a)/INDOPCO, including succes-based fee analysis and the Rev. Proc. 2011-29 safe harbor election, with supporting documentation studies.
- Perform Section 382/383 ownership change analyses and limitation calculations, including NUBIG/NUBIL determinations and Section 338 approach modeling.
- Support buy-side and sell-side tax due diligence: exposure identification, attribute analysis (NOLs, credits, E&P), and structuring considerations (stock vs. asset, Section 338(h)(10)/336(e) elections).
- Own project execution: status updates, timelines, technical issue-spotting, and deliverable management.
- Collect, format, and analyze large datasets to build complex calculation models and support tax positions.
- Draft and/or review technical memoranda (opinion letters, IRS responses, ruling requests) and support audit readiness, including UTP/FIN 48 reserve considerations.
- Mentor, train, and supervise junior team members; ensure consistent quality and best practices.
Additional Specialty Tax / Integration Responsibilities
- Advise on post-acquisition treatment of R&D credits and base amounts under Section 41(f)(3), including short-year and amended return implications.
- Support Section 280G golden parachute analyses (identification of disqualified individuals, valuation of parachute payments, shareholder approval exceptions).
- Lead/support E&P studies, stock basis studies, and transaction-driven earnings and attribute computations.
- Coordinate purchase accounting support: purchase price allocations, fixed asset step-up, cost segregation on acquired assets, and depreciation method/class-life reviews.
- Assist clients with Section 174 capitalization/amortization modeling in the context of acquisitions and dispositions.
What You Need to Succeed
- Bachelors degree in Accounting, Economics, Finance, or related field; CPA, JD, or MST strongly preferred.
- 5+ years of hands-on M&A / transaction tax experience with client interaction and engagement management (Big 4 or national firm transaction tax practice experience is a plus).
- Working technical command of Sections 263(a), 382/383, 338, 280G, and 1060, and familiarity with federal consolidated return concepts.
- Strong analytical, research, organizational, and project-management skills; comfort managing multiple deals in a deadline-driven environment.
- Excellent written and verbal communication skills; ability to translate technical concepts for deal teams, private equity sponsors, and client stakeholders.
- Demonstrated people leadership: training, supervising, and reviewing work for quality.
- Bonus: practical experience with R&D credits (Section 41), Section 174 amortization, cost segregation / fixed assets, IC-DISC, or state tax due diligence.
What We Offer (US-based positions)
- Collaborative culture and career development opportunities
- Generous vacation policy and paid parental leave
- Comprehensive health plans (FSA/HSA options) and 401(k)
- Life and disability insurance + supplemental benefits (dependent care, pet insurance, will prep, EAP)
What We Offer:
(The following only applies to US-based positions)
A collaborative team culture with opportunities for career development.
Ample opportunities to be recognized, build valuable skills, and grow your career.
Generous vacation policy, including paid parental leave.
Comprehensive health plans with FSA and HSA options.
401(k) retirement plan.
Life and disability insurance coverage.
Supplemental benefits like a dependent care savings plan, pet insurance, will preparation, and an employee assistance program.
About Us:
At Exactera, a FinTech SaaS start-up founded in 2016, we stand at the intersection of human and machine intelligence. Our corporate tax solutions are powered by AI and cloud-based technologies, serving customers worldwide. With over $100 million in funding from Savant Venture Fund and Insight Partners, we are poised for growth. We are committed to diversity, inclusion, and equal opportunities for all.
