M&A Tax Director
San Francisco, United States · Remote · Full-time
- Posted 1mo ago
- From Anthropic’s careers page
- Location
- San Francisco, United States
- Work mode
- Remote
- Type
- Full-time
- Level
- Director
- Experience
- 7+ years
- Department
- Finance and Accounting
Opens the listing on job-boards.greenhouse.io
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About the role
About the role
We are looking for an M&A Tax Director to join our Tax Team at Anthropic. As the company pursues an active and growing pipeline of acquisitions, acqui-hires, data center investments, joint ventures and other strategic transactions, this role will be a core member of our transactions tax function, working closely with our M&A Tax Lead. You will support and lead tax workstreams across the deal lifecycle, from initial evaluation through post-closing integration, and serve as a trusted resource for our Corporate Development, Legal, and Finance teams. Beyond transactions, this role will support a wide range of strategic and operational tax matters. This is a high-impact role with significant ownership and a front-row seat to some of the most consequential transactions and tax planning work happening in AI today. If you're excited to help build a function from the ground up at a company working on one of the most important challenges of our time, we'd love to hear from you.
Key responsibilities
- Lead and manage tax workstreams for acquisitions, mergers, acqui-hires, asset and stock purchases, corporate reorganizations, financing transactions, and minority investments, including tax due diligence, risk identification and quantification, and deal structuring analysis
- Partner with Corporate Development on deal pipeline evaluation, providing early-stage tax input to inform go/no-go decisions and deal economics
- Draft and review tax provisions in transaction documents, including purchase agreements, merger agreements, and ancillary deal documents
- Support post-acquisition tax integration planning, including entity rationalization, intercompany restructuring, and tax attribute analysis
- Advise on tax considerations for data center investments, build-to-suit arrangements, leases, and related infrastructure transactions, and coordinate with relevant team members on incentives, credits, and indirect tax matters
- Advise on the tax structuring of joint ventures, strategic partnerships, and REIT-related investment structures, including real estate and data center joint venture arrangements
- Help build and maintain transactions tax playbooks, due diligence checklists, and internal processes
- Coordinate with the tax compliance and provision teams to ensure clean handoff of closed transactions, including documentation of structure, elections, tax attributes, and reporting positions
- Prepare technical tax memoranda documenting transactions, material tax positions, and risk assessments to support internal sign-off, financial statement audit, and tax return filing positions
Minimum qualifications
- JD or CPA
- M&A and transactional tax experience gained at a large law firm, Big 4 M&A tax practice, or in-house transactions tax team
- Strong technical expertise in federal and state tax rules governing corporate transactions, including Section 338, Section 368 reorganizations, and asset and stock acquisitions
- Experience running tax due diligence workstreams and quantifying tax exposures in transaction contexts
- Experience drafting and negotiating tax provisions in M&A transaction documents
- Experience supporting post-acquisition integration from a tax perspective, including entity rationalization and intercompany restructuring
Preferred qualifications
- 7-10 years of tax experience, with significant M&A and transactional tax exposure
- LL.M. in Taxation or MST
- Experience providing general tax advisory support, including advising on commercial contracts, operational matters, and cross-functional tax questions
- Experience with joint ventures, partnerships, minority investments, revenue-sharing arrangements and financing transactions
- Experience with REITs, including REIT qualification and tax considerations for REIT joint ventures and real estate investment structures
- Experience with data center acquisitions, infrastructure transactions, or real estate tax considerations
- Tax experience at a high-growth technology company
- Knowledge of state and local tax (SALT) implications of transactions
- Experience with equity compensation tax issues in the context of acquisitions and acqui-hires
- Exposure to international tax aspects of cross-border acquisitions
- Exceptional communication skills, with the ability to translate complex tax issues into clear, actionable guidance for Legal, Finance, and Corporate Development partners
- Comfort with ambiguity and a willingness to help build processes from scratch in fast-paced environments
- Passion for Anthropic's mission to build safe, transformative AI systems
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About Anthropic
AI research and safetyAnthropic researches and builds AI systems, with work spanning model development, safety, and societal impacts.
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