M&A Tax Jobs in California

We're tracking 3 live m&a tax roles in California.

About this market

Market context

M&A Tax in California involves advising on the state and local tax implications of mergers, acquisitions, dispositions, and corporate restructurings for businesses operating within or acquiring entities in California. This includes navigating complex rules related to California's corporate income tax, franchise tax, and property tax regimes that can significantly impact transaction structuring and valuation.

California has a complex tax landscape for M&A, primarily driven by its high corporate income tax rate (currently 8.84%) and the application of unitary combined reporting laws. Transactions frequently trigger reassessments for property tax purposes under Proposition 13 if there is a 'change in ownership' of real property, sometimes requiring Form BOE-100-B. Additionally, structuring must consider sales and use tax implications on asset transfers and potential nexus issues for out-of-state acquirers entering the California market.

What's driving demand

  • High volume of tech and biotech M&A activity
  • Complex state-specific tax laws (e.g., unitary combined reporting, Proposition 13)
  • Private equity investment in California companies
  • Recent changes in federal tax law impacting state conformity

Regulatory timeline

  • 2021-07-16COVID-19 Pandemic Tax Relief Measures (e.g., NOL suspensions, pass-through entity tax election)Enacted
    source
  • 2020-11-03Proposition 19 (Change in Ownership Rules)Enacted
    source
  • 2018-06-21California Conformity to Federal TCJA (2018)Enacted
    source

Credentials that matter

  • CPA (Certified Public Accountant)essential
  • JD (Juris Doctor)essential
  • LL.M. in Taxationessential

Skills & tools

Unitary Combined Reporting AnalysisProperty Tax Reassessment Rules (Proposition 13/19)Tax Due DiligenceTransaction StructuringASC 740 Accounting for Income Taxes (SFAS 109)Tax Modeling & ValuationPost-Acquisition IntegrationMicrosoft Excel (Advanced)Tax Research Software (e.g., BNA, CCH, Thomson Reuters Checkpoint)

Frequently asked

What is m&a tax in California?
M&A Tax in California involves advising on the state and local tax implications of mergers, acquisitions, dispositions, and corporate restructurings for businesses operating within or acquiring entities in California. This includes navigating complex rules related to California's corporate income tax, franchise tax, and property tax regimes that can significantly impact transaction structuring and valuation.
How does m&a tax work in California?
California has a complex tax landscape for M&A, primarily driven by its high corporate income tax rate (currently 8.84%) and the application of unitary combined reporting laws. Transactions frequently trigger reassessments for property tax purposes under Proposition 13 if there is a 'change in ownership' of real property, sometimes requiring Form BOE-100-B. Additionally, structuring must consider sales and use tax implications on asset transfers and potential nexus issues for out-of-state acquirers entering the California market.
What credentials matter for M&A Tax - California roles?
Employers most often look for: CPA (Certified Public Accountant), LL.M. in Taxation, JD (Juris Doctor).
Which tools and systems appear in M&A Tax - California job specs?
Commonly cited: Unitary Combined Reporting Analysis, Property Tax Reassessment Rules (Proposition 13/19), Tax Due Diligence, Transaction Structuring, ASC 740 Accounting for Income Taxes (SFAS 109), Tax Modeling & Valuation, Post-Acquisition Integration, Microsoft Excel (Advanced).
How many M&A Tax - California roles are live right now?
3 live roles on taxjobs.ai.