Tax Advisory Project Manager

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Tax Advisory Project Manager in United States.

This role offers the chance to lead and coordinate complex tax-related activities for post-closing M&A transactions, ensuring accuracy, compliance, and client satisfaction. You will serve as a key liaison between buyers, sellers, and tax professionals, facilitating corporate tax return reviews, managing pre-closing tax refunds, and overseeing numerous simultaneous deals. The position requires strong organizational skills, meticulous attention to detail, and the ability to balance multiple priorities in a fast-paced environment. You will work closely with cross-functional teams to track milestones, monitor obligations, and communicate effectively with stakeholders. This role is ideal for someone who enjoys problem-solving, managing projects end-to-end, and contributing to high-impact financial transactions. You will operate in a hybrid or fully remote environment with exposure to a variety of M&A tax matters and strategic processes.

Accountabilities:

• Facilitate corporate pre-closing income tax return reviews and purchase price allocations with tax professionals

• Coordinate remittance of corporate pre-closing tax refunds to selling shareholders

• Act as the primary liaison for buyer and seller parties, outside legal counsel, and tax advisors

• Communicate with shareholder advisory committees regarding merger and purchase agreement obligations

• Track the status of 500+ M&A transactions for tax-related obligations and milestones

• Approve releases of escrow funds in coordination with internal teams

• Manage documentation, case notes, dates, and invoices for Tax Advisory processes

• Respond to requests in the Tax Advisory team’s inbox and support additional duties as assigned

Requirements:

• Bachelor’s degree or equivalent combination of education, training, and experience

• 2–5 years of experience in financial services, M&A, or related industries

• Detail-oriented, precise, and highly organized

• Strong interpersonal, written, and verbal communication skills

• Ability to manage multiple tasks, dates, and deals simultaneously

• Technologically literate and proficient with email and online platforms

• Strong research, critical thinking, and analytical skills

• Team-oriented with ownership mentality and commitment to follow-through

• Active listening, reading comprehension, and ability to interpret legal/tax documentation

• Preferred: experience with M&A, litigation, or tax advisory processes

Benefits:

• Competitive salary range of $65,000 – $75,000 depending on experience

• Hybrid or fully remote work flexibility within the Continental United States

• Day-one medical, dental, and vision coverage

• 401(k) plan with 4% company match

• Discretionary time off for work-life balance

• Employer-paid life insurance and optional additional coverage

• Employee Assistance Programs for confidential support

• Fitness credits and pre-tax benefits for dependent care, transportation, and flexible spending

Why Apply Through Jobgether?

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

Why Apply Through Jobgether?

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

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