CPA with M&A Tax Strategy Experience (S Corp – Tech Sector)

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Job Title: CPA with M&A Tax Strategy Experience (S Corp – Tech Sector) About the Role We are seeking a highly experienced and strategic Certified Public Accountant (CPA) to develop a comprehensive tax strategy surrounding the anticipated 5+ million sale of a software business. The company is structured as an S corporation incorporated in Delaware with two California-based shareholders. This engagement requires a professional with a deep understanding of M&A tax planning, multi-state implications, and optimal structuring strategies to minimize tax liabilities. Key Deliverables The selected CPA will be responsible for the following:     •    Comprehensive Tax Strategy Plan:     •    Capital gains planning for both federal and state levels (especially California)     •    Entity structure analysis and restructuring opportunities pre-sale     •    Analysis of Section 1202, Section 338(h)(10), and installment sale options, if applicable     •    Charitable or estate planning opportunities tied to the transaction     •    AMT and NIIT implications     •    Scenario Modeling:     •    Tax impact simulations for different sale structures (stock sale, asset sale, merger, etc.)     •    Shareholder-level implications and planning opportunities     •    Compliance and Filing Recommendations:     •    Filing requirements in California and Delaware     •    Estimated tax payments and timelines     •    Presentation:     •    Final strategy to be presented in a clear, executive-ready format     •    Supplementary appendix with technical detail for tax/legal advisors Required Skills and Experience     •    CPA certification in good standing     •    Minimum 10 years of experience in tax planning for M&A transactions, with emphasis on tech companies and S corporations     •    Proven experience advising on transactions in the 5+ million range     •    Deep familiarity with California and Delaware tax laws     •    Experience with private company exits, especially for founders/shareholders     •    Ability to communicate complex tax concepts to executive-level stakeholders Preferred Skills     •    Big Four or national firm experience in M&A tax     •    JD or LLM in Taxation     •    Experience working with venture-backed or private equity-backed companies Application Requirements To be considered, please submit the following:     •    Resume     •    Cover letter summarizing your experience relevant to this role     •    A brief sample or outline of a past M&A tax strategy plan (sanitized if needed)     •    Two case studies or short summaries of previous clients where you successfully reduced tax burden on a major business sale     •    References from at least one recent client with a transaction above $40M Questions for Applicants     1.    Describe a transaction where you advised on the sale of a software or technology company structured as an S corp. What was the biggest challenge and how did you address it?     2.    How would you approach planning for state-level taxation given the shareholders are in California but the business is incorporated in Delaware?     3.    What strategies would you consider to reduce or defer capital gains tax for the shareholders in a $5+M exit?

Keyword: Business Development

Price: $60.0

Accounting CPA Tax Preparation Tax Law Corporate Tax Financial Accounting Certified Tax Preparer Tax Planning & Advisory