2025 Spring Intern- Transaction Advisory Tax
Description
- US tax compliance processes and common misapplications of compliance practices
- A working knowledge of sales, use, payroll and property taxes in the context of due diligence reviews
- Tax legal research
- Report, memorandum and client communication writing, demonstrating economy and precision of expression
- Excel model building, using inputs and outputs functions
- Technical understanding of the Internal Revenue Code
- As an intern, you will be a member of the team leading and executing tax structuring and tax diligence project work.
- Identify opportunities for tax optimization planning, tax remediation, and overall tax strategy for private equity and strategic buyers.
- Liaising with tax compliance teams to ensure transactions are accurately reported on US federal, state, and other tax filings.
- Support the day-to-day activities of BRG's Corporate Finance –Transaction Advisory client service teams executing on buy and sell side diligence engagements.
- Demonstrate consistent, balanced project delegation, supervision and leadership skills across all areas of an engagement.
- Assist in identifying issues for purchase price adjustments and potential deal structuring insights.
- Utilize business, tax/accounting, and analytical skills to perform tasks including, but not limited to historic tax reviews, tax structuring, tax modeling and communication of findings in natural language to clients.
- Demonstrate the ability to work in a team environment; collaborate with TA Tax and BRG experts, professionals from other firms and client contacts to achieve engagement objectives
- Prepare reports, written analyses, presentations, and other client deliverables.
- Participate in the development of a fast-growing, entrepreneurial consulting practice including assisting in marketing, client pitches, and product and practice development.
- Demonstrate professionalism, ethics, quality, and integrity.
- Be ready to expand your network with clients to become a trusted and reputable advisor.
- Progression towards a degree in Accounting, Masters in Taxation (MST), or similar field
- 0-2 years of experience
- Ability to manage and analyze large volumes of tax and financial data;
- Ability to interpret the results of qualitative and quantitative analysis and develop insights and recommendations;
- Excellent written and oral communication skills and a demonstrated ability to interact with junior and senior team members, senior management and other stakeholders or professionals;
- Mature presence, empathy, intellectual curiosity, and ability to learn quickly;
- Problem solving and project management skills;
- Ability to work well independently or in a team dynamic;
- Ability to manage multiple tasks, prioritize changing work demands and learn quickly;
- CFA, CPA (or equivalent), or technical/GAAP accounting expertise is a plus;
- Ska Microsoft Word, Excel, PowerPoint;
- Familiarity with financial research tools (e.g., Capital IQ, Bloomberg, etc.)
About BRG
Berkeley Research Group, LLC (BRG) is a global consulting firm that helps leading organizations advance in three key areas: disputes and investigations, corporate finance, and strategy and operations. Headquartered in California with over 40 offices around the world, we are an integrated group of experts, industry leaders, academics, data scientists, and professionals working beyond borders and disciplines. BRG strives to build and nurture a culture where inclusiveness is instinctive, not an initiative. We celebrate and value the diversity of our professionals and are dedicated to maintaining a truly inclusive work environment where all individuals feel respected and valued. We harness our collective expertise to deliver the inspired insights and practical strategies our clients need to stay ahead of what's next.
Berkeley Research Group is proud to be an Equal Opportunity Employer. Our hiring practices provide equal opportunity for employment without regard to race, religion, color, sex, gender, national origin, age, United States military veteran status, ancestry, sexual orientation, marital status, family structure, medical condition including genetic characteristics or information, veteran status, or mental or physical disability so long as the essential functions of the job can be performed with or without reasonable accommodation, or any other protected category under federal, state, or local law.
EEO is the Law Poster Supplement
Pay Transparency Nondiscrimination Provision
BRG is an E-Verify Employer