M&A Quality & Risk Manager

Mergers & Acquisitions | M&A Tax
Same job available in 9 locations

Atlanta, Georgia, United States

Boston, Massachusetts, United States

Chicago, Illinois, United States

Dallas, Texas, United States

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Los Angeles, California, United States

New York, New York, United States

Philadelphia, Pennsylvania, United States

San Jose, California, United States

Position Summary

Merger & Acquisition Restructuring Services (MARS) Quality & Risk Manager

The MARS Quality and Risk Manager (QRM) will support internal client service engagement teams performing services in connection with a clients’ potential acquisition or divestiture of assets or a business. The specific responsibilities of the MARS QRM will include leading consultations with client engagement teams by reviewing, drafting and negotiating client service contracts and third party access letter agreements, advising on interfirm agreements and related cross border engagement considerations, analyzing potential engagement conflict and ethical wall matters, managing confidentiality for MARS engagements and practitioners , advising on independence considerations, evaluating client acceptance and other engagement matters. This position will also assist with compliance responsibilities such as policy manual updates, coordination of internal practice reviews, among others, as well as leading presentations and training and preclearing external communications such as eminence material and proposals. This position can be filled from any of our MARS offices and will involve limited travel.

Work You’ll Do:m

The key responsibilities of the MARS QRM include:

Client Engagement Responsibilities:

  • Contracting
    • Advise on contract structuring, drafting customized contractual provisions and performing risk reviews to help mitigate exposure
    • Support contract negotiations by developing tactics for negotiations to help resolve contractual issues
    • Advise on operational aspects of contracts to support engagement management
    • Consult with Office of General Counsel (OGC) on contracting matters
  • Third Party Access Letters:
    • Review and modify audit and tax workpaper access letter agreements from other firms that are to be executed by the MARS engagement team
    • Consult with MARS engagement teams on our policies, practices and letters for access to our deliverables by a:
      • Co-investor
      • Lender / Financing Source
      • Insurance Broker and Insurance Provider
      • Any other third-party
  • Crossborder Engagements
    • Review interfirm agreements and advise engagement teams on marketplace practices
    • Review member firm engagement letters, as needed, to assess subcontractor protections and touchpoints with the US (e.g., third party reliance)
  • Conflicts:
    • Identified as the “go-to” resource to address questions from engagement teams related to conflict matters
    • Gather conflict data points and present to leadership
    • Consult with engagement team, national conflicts, OGC on such conflict matters as needed
      • Research and monitor media/articles regarding above as needed
    • Evaluate reports generated from internal systems and research potential conflict matters related to:
      • Bankruptcy conflicts and disinterestedness considerations
      • Litigation matters involving MARS clients/counterparties
      • Business relationships
  • Client and engagement acceptance
    • Understand the client acceptance policy and requirements to address any questions from the engagement team and client acceptance processing team
  • Independence (SEC and AICPA)
    • Understand how such rules apply to MARS services when such services involve a restricted entity

Administrative and Compliance Responsibilities

  • Lead the coordination, monitoring and tracking of practice reviews for annual selection of Advisory PPMDs
    • Identify lessons learned for broader MARS practice
  • Identify any changes to MARS policy manuals including, changes to lender and co-investor access letters and interpretations of policies
  • Request executed lender and co-investor access letters in an effort to track and maintain precedent library
  • Revise the various MARS engagement, access and other form letters for modifications / streamlining
    • Update letters to contract maker and manage internal MARS DeloitteNet site
  • Coordinate with Office of Confidentiality and manage confidentiality processes

Presentations/ Trainings

  • Develop, coordinate and present of risk topics at MARS quarterly staff meetings
  • Update and present New Hire MARS risk training materials and e-learning courses
  • Monitor confidentiality e-learning course
    • Monitor new hires taking the confidentiality e-learning within two weeks of joining the MARS practice

Eminence/Marketing Materials, Proposals

  • Review and modify to comply with external communications policy

Other Risk Management Matters

  • Understand latest geopolitical, economic, global trends and its potential impact to MARS (e.g., SPACs, covid, sanctions, etc.)
  • Proofread, prepare and distribute risk and practice alerts
  • Develop guidance for emerging practice issues to be included within risk/practice alerts
  • Research hot topics in the marketplace
  • Manage lender access benchmark statistics
  • Support any special projects (automate access letters, new MARS tools, etc.)

The Team

Deloitte Tax LLP, Merger & Acquisition (M&A) professionals provide corporate and private equity buyers with a broad continuum of advisory services to support mergers, acquisitions, carve-outs, investment and financing structures, disposition alternatives and post-transaction activities. Working with clients before, during and after the transaction, tax professionals work with clients across corporate functions such as finance, tax, treasury, human resources, operations, information technology and risk management to analyze and evaluate tax risks and opportunities related to acquisitions, divestitures, reorganizations, and other transactions, and help meet each organization's global goals, strategies and business objectives.



  • Education: BBA/BA/BS in related field and experience delivering M&A client services is desirable
  • Experience in drafting and negotiating letter agreements related to M&A
  • Strong research, problem-solving skills, collaboration, and networking skills
  • High degree of curiosity and experience with and comfort in discussing and understanding M&A contracts/letter agreements
  • Ability to evaluate risks associated with engagements related to conflicts, third party access and cross border matters.
  • Ability to verbalize opinions that provide the appropriate support to all levels of leadership
  • Experience Requirements: Minimum 5 years of consulting, contracting, and management experience
  • Location: Flexible
  • Ability to travel 10%, on average, based on the work you do and the clients and industries/sectors you serve
  • One of the following accreditations obtained:
    • Licensed CPA in state of practice/primary office if eligible to sit for the CPA
    • If not CPA eligible:
      • Licensed Attorney
      • Enrolled Agent


  • Trusted Advisor - extensive track record of success in QRM and/or in a QRM Risk Manager role
  • Balanced – is practical and has the ability to balance risk appetite with growth objectives
  • Results-orientation – has the ability to get things done effectively
  • Implementation orientation – has the ability to drive alignment and implement training on MARS risk matters, including contracts/letter agreements and quality
  • Leadership – has the ability to deal with adversity and ambiguity, and make the right decisions in a timely manner
  • Experience and ability to work directly with senior level individuals (internally and externally)
  • Strong oral and written communication skills and the ability to construct and negotiate sufficient contractual provisions addressing business issues (e.g., third party access, etc.)
  • Ability to bring fresh ideas and thinking to help QRM serve the changing needs of MARS
  • Ability to work autonomously in a matrixed, fast-paced, multi-task environment

*Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $103,900 to $173,300.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

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As used in this posting, "Deloitte" means Deloitte Tax LLP, a subsidiary of Deloitte LLP. Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting.

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Requisition code: 155580


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