Senior Manager, M&A and Tax Planning

The Senior Manager, M&A and Tax Planning at Block (formerly Square) is a pivotal role within the company's tax team, reporting directly to the Head of Global Tax Advisory. This position is integral to managing Block's global mergers and acquisitions (M&A), investments, federal and state income tax planning, treasury services, income/direct tax controversy, and post-closing integration/compliance activities. Block is a publicly traded financial services company known for its innovative products like Square, Cash App, Afterpay, TIDAL, Bitkey, and Proto, all aimed at economic empowerment.

In this role, the Senior Manager will lead Block's global M&A, investments, and post-closing integration/compliance activities. They will collaborate with internal teams, tax colleagues, and external advisors on the tax aspects of acquisitions, dispositions, investments, structuring, and integration, ensuring that tax planning and technical matters are accurately reflected in tax filings. The position involves performing tax modeling and quantitative analyses, researching complex tax issues, advising cross-functional stakeholders, and preparing technical tax memoranda supporting filing positions and planning strategies. Additionally, the Senior Manager will manage income tax audits from planning and IDR responses through resolution and support special tax projects, including new product reviews, treasury and capital markets initiatives, and state income tax planning.

Candidates should have over five years of relevant experience in M&A tax, including complex federal income tax planning and tax research experience at a Big Four accounting firm, law firm, or a large multinational corporate environment. A strong knowledge of U.S. federal income tax, particularly subchapter C and consolidated return regulations, is essential. Excellent tax research skills, experience working in a dynamic and collaborative environment, project management skills, and a hands-on willingness to accept challenging projects outside areas of experience or comfort are also required. A CPA/MS in Taxation or JD/LLM in Tax is preferred.

Block offers a comprehensive benefits package that includes competitive pay, health insurance options, flexible time off, paid parental leave, and an employee stock purchase plan. The company also provides wellness programs, learning and development opportunities, and office celebrations. Employees have the flexibility to choose their work environment, whether it's remote, in-office, or hybrid, and can work from various locations, including up to 45 days of international work flexibility annually across 150+ countries. Block's benefits are designed to support employees at every stage of their life and career.

Block is committed to building an inclusive economy where all customers have equal access to opportunity. The company fosters a collaborative and supportive culture, with employees often described as smart, kind, and supportive. Block emphasizes a people-first culture, offering inclusion programs, employee communities, mental health support, parental leave, and flexible distributed work. The company's mission of economic empowerment and building products for sellers is frequently cited as a source of pride and motivation among employees.