Relationship Associate - Taxes, Mergers & Acquisitions

About SRS Acquiom    

SRS Acquiom has built its reputation on shaking up the financial services technology world by redefining how complex M&A and loan agency transactions get done. Since 2007, we’ve been the partner dealmakers rely on for speed, precision, and less friction -supporting over 10,000 deals worth more than $1.7 trillion along the way. 

Our solutions start with human expertise and are powered by technology: virtual data rooms, document solicitation, escrow and payment administration, shareholder representation, and independent loan‑agency services like administrative and collateral agent support. Each service works seamlessly on its own, but when brought together by our expert team, they form an end‑to‑end system that helps even the most complex deals cross the finish line. 

We’re equally committed to building careers as we are to building solutions. At SRS Acquiom, internal mobility isn’t just a buzzword, it’s part of how we grow. We invest in our people, creating opportunities to learn, stretch, and step into new roles as the business evolves. 

If you’re looking for a company with entrepreneurial energy, a proven record of growth and innovation, and a culture that supports your next career move, we’d love to talk. 

A few benefits our employees enjoy

• Day‑one coverage: medical, dental, and vision plans so you’re protected from the start 
• A 401(k) with a 4% company match to keep your future on track 
  Discretionary time off - take the time you need, when you need it
• Employer‑paid life insurance, with the option to add extra coverage for peace of mind
• Employee Assistance Programs for confidential support when life gets complicated
• Discounted pet insurance (because furry family members count, too)
• A fitness credit to back your health and wellness goals
• Pre‑tax plans for dependent care, transportation, and flexible spending 

Position Summary 

We are looking for a Relationship Associate - Taxes, Mergers & Acquisitions in our Shareholder Advisory group who can help facilitate a variety of post-closing Merger and Acquisition (M&A) tax obligations and issues. As a Relationship Associate - Taxes, Mergers & Acquisitions you will be a direct liaison between key buyer and seller stakeholders regarding tax matters and obligations under merger and purchase agreements. You will be primarily responsible for facilitating corporate income tax return reviews by tax professionals and the remittance of corporate pre-closing tax refunds due to selling holders on a deal-by-deal basis. Background in M&A is preferred but not required.

This position reports to the Senior Director of Tax Advisory.

Location: This is either a hybrid position based in our Denver, CO office or a fully remote position within the Continental United States.

Compensation: The salary range for this position is between $65k and $75k, depending on experience level.

Primary Responsibilities    

• Work with various buyer and seller parties to facilitate the review of corporate pre-closing income tax returns and purchase price allocations by tax professionals
• Facilitate the remittance of corporate pre-closing tax refunds due to selling holders
• Liaison directly with buyer and seller parties, as well as outside legal counsel and tax advisors
• Client communication with securityholder advisory committees regarding merger and purchase agreement obligations and related decisions
• Track the status of 500+ simultaneous M&A transactions with respect to tax obligations
• Coordinate with teammates to approve releases of escrow funds
• Research the deal background and keep track of important milestones
• Manage dates, cases, important notes, and upload documents for each deal
• Create invoices and track monthly Tax Advisory revenue using internal systems
• Monitor the Tax Advisory team’s “Tax Review” email inbox and respond in a timely manner to varying requests
• Other duties as assigned

 Required Qualifications & Skills  

• Graduate of an accredited four-year college or university or equivalent combination of education, training, and experience
• 2-5 years of related work experience, preferably in the financial services or M&A industry
• Extremely meticulous, precise, and detail-oriented
• Excellent interpersonal skills, including oral and written communication, conflict resolution, emotional intelligence, and adaptability
• Ability to quickly shift between tasks and manage multiple cases, dates, and deals concurrently
• Technologically literate and proficient with email and online information platform/willingness to learn
• Ability to work in front of a computer screen for extended periods of time
• Excellent research skills, including the ability to critically analyze complex details and communicate effectively about them
• Team player who takes ownership of issues and follows through to resolution
• Active Listening — Giving full attention to what other people are saying, taking time to understand the points being made, and asking questions as appropriate
• Reading Comprehension — Understanding written sentences and paragraphs in work- related documents, including reading and analyzing legal terminology related to tax matters
• Critical Thinking — Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems
• Speaking — Talking to others to convey information effectively
• Writing — Communicating effectively in writing as appropriate for the needs of the audience

Desired Characteristics    

• Mergers & Acquisitions (M&A), Litigation, and/or Tax experience
• Self-motivated
• Intellectually curious
• Collaborative
• Amiable
• Operates with highest integrity and attention to detail
• Passionate about efficient, scalable business processes

Physical Requirements / Special Demands

• Must be available to work standard business hours, and occasional nights / weekends 
• Travel may be necessary, up to 5% of year, and may not be scheduled in advance

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This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without advanced notice.   

With respect to its programs, services, activities, and employment practices, SRS Acquiom Inc. assesses qualified individuals without regard to their race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), age, national origin, disability, veteran status, genetic information, or other protected status.  Requests for reasonable accommodation or the provision of auxiliary aids should be directed to Human Resources.