Berkeley Research Group
M&A Tax Senior Associate - Corporate Finance - Healthcare Transaction Advisory
Remote · United States
Full Time
USD 80,000–135,000 / year
ApplyAbout the role
We Do Consulting Differently
We are seeking an M&A Tax Senior Associate to support buy-side and sell-side transaction tax advisory engagements. The role focuses on U.S. federal and state tax diligence in middle-market M&A, with exposure to structuring, modeling, and transaction execution support.
The ideal candidate has experience supporting/leading tax diligence workstreams, participating in client calls, preparing tax analysis, and working on transaction-related federal and state tax issues in a deal environment.
Key Responsibilities
Support M&A tax diligence engagements across buy-side and sell-side transactions
Participate in and help run client and target management calls focused on tax diligence topics
Perform analysis of U.S. federal and state tax implications in transactions
Assist in preparing tax diligence reports and internal/client-facing deliverables
Build and support transaction tax models.
Evaluate federal income tax consequences of transaction structures, including entity classification and timing issues
Support review of state and local tax (SALT) exposure, including nexus, apportionment, and filing obligations across jurisdictions
Identify and document state tax risks, including historical non-compliance, audit exposure, and uncertain tax positions
Coordinate with senior team members on technical tax issues and deal execution support.
Qualifications
CPA or JD/LLM
2–3+ years of experience in:
M&A tax advisory
Transaction tax diligence
Public accounting or equivalent advisory environment
Familiarity with SALT diligence across state income/franchise tax, sales & use tax, employment/payroll tax, property tax, and unclaimed property exposure, including nexus, apportionment, filing footprint analysis, compliance gaps, and state conformity to federal transaction elections (including 338(h)(10)).
Candidate must be able to submit verification of his/her legal right to work in the United States, without company sponsorship.
Salary Range: $80,000 to $135,000 per year.
About BRG
BRG combines world-leading academic credentials with world-tested business expertise and purpose-built emerging technologies. Our culture centers on agility and connectivity which sets us apart and gets you ahead.
At BRG, our professionals include specialist consultants, industry experts, renowned academics, and leading-edge data scientists. Together, they bring a diversity of real-world experience, data, and human and artificial intelligence, to economics, disputes, and investigations; corporate finance; and performance improvement services that address the most complex challenges facing organizations across the globe.
Our unique structure nurtures the interdisciplinary relationships that give us the edge, laying the groundwork for more informed insights and more original, incisive thinking. When paired with our global reach and resources, our diverse perspectives and technical capabilities make us uniquely capable to address our clients’ challenges. We get results because we know how to apply our thinking to your world.
At BRG, we don’t just show you what’s possible. We’re built to help you make it happen.
BRG is proud to be an Equal Opportunity Employer. Our hiring practices provide equal opportunity for employment without regard to race, religion, color, sex, gender, national origin, age, United States military veteran status, ancestry, sexual orientation, marital status, family structure, medical condition including genetic characteristics or information, veteran status, or mental or physical disability so long as the essential functions of the job can be performed with or without reasonable accommodation, or any other protected category under federal, state, or local law.
Originally posted on Himalayas