Tax Due Diligence Specialist - EdTech

Role : Tax Due Diligence (TDD)

Job Description :

- Review of target company's state and federal income tax returns

- Support the Strategy team in assessing the tax implications, structure, provisions, and liabilities of M&A transactions, in addition to conducting tax diligence for potential M&A targets (Direct and indirect tax)

- Assess historical and future tax liabilities and the potential to offset these taxes against the costs of the acquisition.

- Suggest appropriate deal transaction structures to minimize various existing and potential tax liabilities that may arise upon deal consummation (for domestic and cross-border deals)

- Review of historical tax audit reports of the Target, and highlight areas of concern/s

- Understand the tax laws, provisions, and relevant statutes of the jurisdiction(s) in question.

- Understand the sales and use taxes implications post-transaction for the newly merged entity.

- Review of target company's tax audits

- Evaluate findings of previous audits and if possible, what prompted them.

- If the tax audit is ongoing, assess what impact this will have on the transaction.

- Understand the target company's methods of accounting and implications for different accounting methods between the Target and the Acquirer

- Ensure that there are no tax hangovers from changes in accounting methods made over the previous 5 years.

- Understand the target company's foreign tax environment (if applicable)

- Understand the company's tax liabilities in the jurisdiction(s) in question.

- Establish the differences in sales and use taxes with the target company, particularly if they're operating in a different industry.

- Understand the sales and use taxes implications post-transaction for the newly merged entity.