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About the Role

The Senior Associate in Tax Transaction Advisory plays an important execution role in delivering high-quality transaction-related tax services. This position is responsible for owning assigned engagement workstreams, performing tax due diligence and transaction analyses, drafting client deliverables, and coordinating engagement activities under the guidance of managers and senior leaders. The role requires growing technical depth, strong analytical and writing skills, attention to detail, and the ability to perform effectively in a fast-paced, team-oriented environment.

Responsibilities

Participates in multiple transaction engagement teams and owns assigned workstreams supporting tax due diligence, structuring, and advisory services for mergers, acquisitions, dispositions, and restructurings undertaken by private equity sponsors and corporate acquirers
Reviews tax returns, workpapers, financial information, data-room materials, and other supporting documentation to identify relevant facts, tax attributes, exposures, and planning opportunities
Performs tax research and quantitative analyses, evaluates identified issues with guidance as needed, and clearly documents assumptions, procedures, and conclusions
Drafts information requests, diligence report sections, issue summaries, technical memoranda, and other client-ready deliverables for review by managers and senior engagement leaders
Reviews tax provisions in merger and purchase agreements and analyzes tax-related assumptions and calculations in financial models, supporting the assessment and quantification of transaction impacts
Manages assigned work plans, data requests, trackers, deliverables, and hours; communicates progress and proactively flags missing information, scope changes, delays, or technical concerns
Coordinates with client personnel, target-company representatives, and domestic and international specialists to gather facts, validate information, and integrate findings into engagement deliverables
Participates in client and diligence calls, communicates assigned findings clearly, and begins developing effective working relationships with clients and other engagement stakeholders
Provides task-level guidance and feedback to associates and interns and contributes to team knowledge sharing, training, and continuous improvement
Performs additional responsibilities as business needs require
Provides task-level direction and review to associates and interns on assigned workstreams, monitors completion and quality, and seeks guidance from managers on significant technical, timing, or performance matters

Requirements

Bachelor's degree in Accounting, Finance, Tax, or related field required
Eligibility and willingness to obtain a CPA, EA, JD, LLM, or other relevant professional credential consistent with firm policy required
Minimum of two (2) years of experience in a professional services, public accounting, corporate tax, or law firm environment
At least one (1) year of direct experience in tax transaction advisory services or comparable mergers and acquisitions tax, corporate income tax, or transaction-related tax work
Demonstrated experience managing assigned workstreams, meeting competing deadlines, and producing accurate, well-supported work products required
Proficiency with Microsoft Excel, Word, and PowerPoint required
Active CPA license, U.S.-admitted attorney status, IRS Enrolled Agent (EA), or advanced degree such as a JD, LLM - Tax, or Master's in Accounting or Taxation preferred
Additional relevant certifications, transaction experience, or professional designations are a plus
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
Uphold Crowe’s values of Care, Trust, Courage, and Stewardship
Act ethically and with integrity at all times
Verify identity and eligibility to work in the United States and complete the required employment eligibility verification form upon hire
Considered for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws

Skills

Tax due diligence
Transaction analyses
Client deliverable drafting
Engagement coordination
Technical depth
Analytical skills
Writing skills
Attention to detail
Team-oriented environment
Tax research
Quantitative analyses
Microsoft Excel
Microsoft Word
Microsoft PowerPoint
U.S. federal income tax matters
State tax considerations
Local tax considerations
International tax considerations
Non-income-based taxes
Indirect taxes
Payroll taxes
Property taxes
Transactional tax regimes
U.S. GAAP fundamentals
Accounting for income taxes
Financial statements
Judgment
Professional curiosity
Issue identification
Effective questioning
Matter escalation

Location

Remote
Hybrid

Work Type

Hybrid work model
Remote work arrangement

Experience Level

Senior Associate
Minimum of two (2) years of experience
At least one (1) year of direct experience

Education Level

Bachelor's degree in Accounting, Finance, Tax, or related field
CPA
EA
JD
LLM
Master's in Accounting or Taxation

Salary/Compensations

$75,500.00 - $149,600.00 per year

Benefits

Comprehensive total rewards package
Career Coach guidance
Inclusive culture that values diversity

About the Company

Crowe provides professional services through two separate entities: Crowe LLP delivers audit and attest services, and Crowe Advisory LLC provides tax, advisory, consulting, and other nonattest services.
The Crowe Global network consists of more than 300 independent accounting and advisory services firms in more than 150 countries around the globe, making it one of the largest accounting networks in the world.
As independent members of Crowe Global, Crowe LLP and Crowe Advisory LLC serve clients worldwide.

Equal Opportunity

Crowe LLP and Crowe Advisory LLC (and their respective subsidiary entities) provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, sexual orientation, gender identity or expression, genetics, national origin, disability or protected veteran status, or any other characteristic protected by federal, state or local laws.
Crowe will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws.
We are committed to a merit-based hiring process, evaluating all candidates consistently using objective, job-related criteria such as relevant experience, demonstrated skills, measurable impact, and alignment with the role’s responsibilities, and making employment decisions in a fair and inclusive manner free from discrimination.