Mergers and Acquisitions - Tax Manager

Mergers & Acquisitions | M&A Tax
Same job available in 3 locations

Chicago, Illinois, United States

New York, New York, United States

San Francisco, California, United States

Position Summary

M&A Tax Project Manager

Location: Flexible

Position Reports to: M&A Tax Service Line Leader


Position Summary:

The Project Manager (PM) plays an integral role in supporting the success of the M&A practice by providing a variety of strategic project and operational services to the M&A Tax team. The role supports a wide range of M&A initiatives from marketplace to talent to operations to innovation. The PM will work with many members of the M&A leadership team, as well as members of the cross-functional MARS platform.

The PM will coordinate, execute, and deliver work products on behalf of the team. The PM will provide excellent customer service, possess a high degree of self-confidence and executive presence, exercise discretion and diplomacy in all interactions, have the ability to proactively anticipate and manage challenges, be a self-starter with strong abilities to manage multiple responsibilities, work efficiently, and remain flexible to changes in schedule and work hours (including flexibility to work overtime as required). 

Responsibilities include but are not limited to the following:

  • Support client pursuit initiatives, including go-to-market strategies, industry initiatives, target identification and tracking, including Mercury, and pursuit materials
  • Support practice eminence activities, including client conferences, thoughtware, and other internal and external facing materials and activities
  • Assist with quarterly All-Hands and PPMD meetings, including agenda curation, material development and integration, and meeting management and follow-up messaging
  • Establish and maintain executive-level relationships with key leaders across the MARS platform to align on initiatives, teaming, and communications
  • Own and navigate practice mailboxes, calendars, Sharepoint sites, and distribution lists to ensure communications / updates are being shared effectively
  • Collaborate with Innovation and Knowledge Management leaders to drive strategic initiatives
  • Support M&A leaders, in collaboration with Talent managers, in driving Talent initiatives, including onboarding, learning and development, deployment, pipeline process, performance management, and community building, among other efforts
  • Lead the preparation of meeting agendas and materials for various leadership meetings and presentations
  • Assist with compiling reports/gathering data for executive projects
  • Initiate communication and implement action plan for new projects, escalate key decision needs and actions
  • Support Operations initiatives, including periodic forecasting and finance analytics
  • Serve as point of contact for leaders in responding to requests and navigating practitioners to the appropriate point of contact or resources
  • Create / manage an M&A Tax calendar for both leadership and wider practice use
  • Develop practice communications
  • Spearhead the coordination of virtual and live meetings and events by handling logistics including securing meeting space, collaborating with team on agenda and content, offsite support, etc.
  • Build positive and productive relationships across the practice
  • Manage sensitive and confidential information appropriately and with a high level of discretion

To be considered for this role, a candidate must have the following:

  • Bachelor’s degree preferred and a minimum of one year at Deloitte
  • Experience that demonstrates business acumen, strong communication, organizational skills, and the ability to work in a team environment
  • Superior technical skills, including the ability to learn and master a variety of internal custom business applications. Advanced skills in Word, Excel, PowerPoint, and Outlook
  • Excellent verbal and written communication skills with knowledge of proper grammar, punctuation, and spelling

Successful candidates will have the following qualifications and personal attributes:

  • Exceptional interpersonal skills with the ability to engage and interact at all levels, managing both up and down with tact and diplomacy
  • Communicates with a positive, “can-do” attitude and professional demeanor
  • Excellent time management skills with ability to prioritize and effectively multi-task in a fast-paced environment
  • Self-motivated; able to work independently and collaborate as part of a team to achieve business goals with confidence and initiative
  • Flexible and adaptable; able to embrace ongoing change in tasks and environment
  • Detail-oriented, quality conscious and dependable
  • Exercises good judgment/decision-making; a critical and innovative thinker who can navigate gray areas, anticipate problems, formulate solutions and act accordingly
  • Eager to grow; motivated to learn and develop new skills

Our people and culture

Our diverse, equitable, and inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client most complex challenges. This makes Deloitte one of the most rewarding places to work. Learn more about our inclusive culture.

Professional development

From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.


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.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

Requisition code: 110170

SCAM ALERT

Caution against fraudulent job offers!

We have been informed of instances where jobseekers are led to believe of fictitious job opportunities with Deloitte US (“Deloitte”). In one or more such cases, false promises of actual or potential selection, or initiation or completion of the recruitment formalities appear to have been or are being made. Some jobseekers appear to have been asked to pay money to specified bank accounts of individuals or entities as a condition of their selection for a ‘job’ with Deloitte. These individuals or entities are in no way connected with Deloitte and do not represent or otherwise act on behalf of Deloitte.

We would like to clarify that:

  • At Deloitte, ethics and integrity are fundamental and not negotiable.
  • We are against corruption and neither offer bribes nor accept them, nor induce or permit any other party to make or receive bribes on our behalf.
  • We have not authorized any party or person to collect any money from jobseekers in any form whatsoever for promises of getting jobs in Deloitte.
  • We consider candidates on merit and that we provide an equal opportunity to eligible applicants.
  • No one other than designated Deloitte personnel (e.g., a Deloitte recruiter or Deloitte hiring partner) is permitted to extend any job offer from Deloitte.

Anyone who at any time has made or makes any payment to any party in exchange for promises of job or selection for a job with Deloitte or any matter related to this (including those for ‘registration’, ‘verification’ or ‘security deposit’) or otherwise engages with any such person who has made or makes fraudulent promises or offers, does so (or has done so) entirely at their own risk. Deloitte takes no responsibility or liability for any such unauthorized or fraudulent actions or engagements. We encourage jobseekers to exercise caution.