Houlihan Lokey
VP/SVP, Capital Markets Tax Restructuring - Multiple Locations
Job Location
New York, NY, United States
Job Description
Business Unit:
Financial and Valuation Advisory
Industry:
TAS - Transaction Advisory Services
Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm’s commitment to client success across its advisory services. The firm is the No. 1 investment bank for global M&A transactions under $1 billion, the No. 1 M&A advisor for the past eight consecutive years in the U.S., the No. 1 global restructuring advisor for the past nine consecutive years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by Refinitiv.
Houlihan Lokey’s Transaction Advisory Services (TAS) team assists private equity and corporate clients by providing cohesive diligence across financial, tax, data analytics, cybersecurity, and technical accounting. Leveraging data-based insights, strong technical knowledge and industry experience, the TAS team supports clients in M&A, strategic transformations and capital markets endeavors.
Drawing on Houlihan Lokey’s market leadership in middle-market M&A transactions, our deals experts provide candid, unbiased, and rigorous support on matters most impacting deal value, and assist investors in identifying and evaluating key value drivers and risk factors.
Job Purpose:
We are excited to be growing our M&A Tax team with the addition of a team member at the VP or SVP level focused on Tax Restructuring. This officer would work closely with HL’s existing Managing Director/Director level professionals in managing distressed company tax structuring and tax modeling projects.
Our M&A Tax professionals help private equity, strategic clients, and founders increase value through thoughtful, tax-efficient transaction structuring as well as identification and mitigation of relevant historical and projected tax risks. Our national team of tax professionals brings a significant breadth of tax expertise from Big 4 accounting firms, law firms, and Fortune 500 companies. We advise on acquisitions, divestitures and joint ventures. We provide both in- and out-of-court tax restructuring assistance to debtors, creditors and acquirers of distressed assets. We advise on the tax aspects of financial strategies. We offer an entrepreneurial platform where we challenge our professionals to innovate on tools and deliverables that fit client and industry needs and take them to the market.
Responsibilities and Deliverables:
Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm’s good faith and reasonable estimate of the possible salary range for this role at the time of posting is:
$145,000.00-$225,000.00
Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate’s relevant qualifications, skills, and experience, as well as the service line and location where this position may be filled.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.
Location: New York, NY, US
Posted Date: 11/22/2023
Financial and Valuation Advisory
Industry:
TAS - Transaction Advisory Services
Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm’s commitment to client success across its advisory services. The firm is the No. 1 investment bank for global M&A transactions under $1 billion, the No. 1 M&A advisor for the past eight consecutive years in the U.S., the No. 1 global restructuring advisor for the past nine consecutive years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by Refinitiv.
Houlihan Lokey’s Transaction Advisory Services (TAS) team assists private equity and corporate clients by providing cohesive diligence across financial, tax, data analytics, cybersecurity, and technical accounting. Leveraging data-based insights, strong technical knowledge and industry experience, the TAS team supports clients in M&A, strategic transformations and capital markets endeavors.
Drawing on Houlihan Lokey’s market leadership in middle-market M&A transactions, our deals experts provide candid, unbiased, and rigorous support on matters most impacting deal value, and assist investors in identifying and evaluating key value drivers and risk factors.
Job Purpose:
We are excited to be growing our M&A Tax team with the addition of a team member at the VP or SVP level focused on Tax Restructuring. This officer would work closely with HL’s existing Managing Director/Director level professionals in managing distressed company tax structuring and tax modeling projects.
Our M&A Tax professionals help private equity, strategic clients, and founders increase value through thoughtful, tax-efficient transaction structuring as well as identification and mitigation of relevant historical and projected tax risks. Our national team of tax professionals brings a significant breadth of tax expertise from Big 4 accounting firms, law firms, and Fortune 500 companies. We advise on acquisitions, divestitures and joint ventures. We provide both in- and out-of-court tax restructuring assistance to debtors, creditors and acquirers of distressed assets. We advise on the tax aspects of financial strategies. We offer an entrepreneurial platform where we challenge our professionals to innovate on tools and deliverables that fit client and industry needs and take them to the market.
Responsibilities and Deliverables:
- Collaborate across our financial and tax transaction advisory teams to perform tax structuring and tax modeling in connection with distressed company transactions across various industries
- Advise on distressed company restructuring including optimization and preservation of valuable tax attributes, mitigation of tax costs related to cancellation of indebtedness income, impact of debt instrument rules, and worthless stock deduction analysis
- Provide Sections 108, 368, 382, 384, 368 and related consolidated regulations analyses
- Create best practice deliverables that align with key industry verticals within our platform
- Collaborate across our platform of valuation specialists on key tax components of large restructurings and recapitalizations
- Support Financial Restructuring and Corporate Finance professionals in proposing and assisting in delivery of tax aspects of restructuring and capital markets proposals and engagements
- Participate in developing thought leadership around market trends and value added tax opportunities
- Develop and maintain relationships with key clients and internal stakeholders
- For VPs, tax professional with 6+ years of experience performing tax restructuring and other M&A related tax advisory work
- For SVP, tax professional with 8+ years of experience performing tax restructuring and other M&A related tax advisory work
- Attention to detail and ability to problem-solve
- Significant tax modeling experience on distressed company engagements (e.g., Section 382 attribute utilization modeling under Section 382(l)(5), 382(l)(6) and out-of-court scenarios and tax attribute reduction modeling)
- Good communication skills
- Good tax research skills
- Excellent Excel modeling skills
- Enthusiasm to build strategies, innovate, and drive tax opportunities to market
- Tax advisory experience in a Big 4 accounting or Big Law firm or comparable environment
- A top performer with demonstrated success in a fast-paced and well-respected tax consulting practice
- An exceptional work ethic
- Ability to work on multiple projects simultaneously with varying deadlines
- Managerial and mentoring experience
- Personable and a team player orientation
- Undergraduate accounting or finance-related degree from an accredited institution
- Preference for advanced degree/certification including JD, LLM, MST and/or CPA
Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm’s good faith and reasonable estimate of the possible salary range for this role at the time of posting is:
$145,000.00-$225,000.00
Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate’s relevant qualifications, skills, and experience, as well as the service line and location where this position may be filled.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.
Location: New York, NY, US
Posted Date: 11/22/2023
Contact Information
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