Senior Manager, M&A and Tax Planning

Responsibilities

• Lead Block’s global M&A, investments, and post-closing integration/compliance activities.
• Partner with internal teams, tax colleagues, and external advisors on the tax aspects of acquisitions, dispositions, investments, structuring, and integration.
• Perform tax modeling and quantitative analyses (e.g., Sections 382/383, stock basis, and transaction-related calculations).
• Research complex tax issues, advise cross-functional stakeholders (HR, Treasury, Legal, Corporate Development, Accounting), and prepare technical tax memoranda supporting filing positions and planning strategies.
• Manage income tax audits from planning and IDR responses through resolution.
• Support special tax projects, including new product reviews, Treasury and Capital Markets initiatives, and state income tax planning.

Requirements

• 5+ years of relevant experience in M&A tax, including complex federal income tax planning and tax research experience at a Big Four accounting firm, law firm, or a large multinational corporate environment.
• Knowledge of US federal income tax (e.g., subchapter C and consolidated return regulations).
• Excellent tax research skills.
• Experience working in a dynamic and collaborative environment.
• Project management skills and an enjoyment for working on multiple projects with ownership of your function.
• A hands-on willingness to accept challenging projects outside areas of experience or comfort.

Nice-to-Haves

• Fundamental working knowledge of all non-income based federal, state and local, US international, and foreign tax regimes.
• Experience with taxation of cryptocurrencies, financial products and tax information reporting.
• Experience with Treasury-led initiatives, such as capital market transactions, global cash pooling and intercompany lending.
• Experience managing Federal, state and local income tax audits and other tax controversies.
• CPA/MS Taxation or JD/LLM in Tax.