M&A Tax Senior Manager - Partnership Consulting & Modeling

Overview

Baker Tilly is a leading advisory, tax and assurance firm providing clients with a genuine coast‑to‑coast and global advantage in major regions of the U.S. and many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards.

• Interact directly with Partners on matters related to client and engagement management
• Model financial transactions for valuation, structuring and negotiation
• Prepare detailed memoranda and presentations describing the key attributes of client companies and industries
• Assist in the review and analysis of the tax aspects of acquisition and merger agreements and draft tax opinion letters and memoranda
• Identify and analyze tax risks and opportunities while advising on alternative tax strategies for acquisition, disposition and restructuring of businesses
• Review, assess and advise clients regarding tax computations reflected in their financial models; assist clients in the quantitative and qualitative analysis of the tax data in their financial projections for the transaction
• Data gathering, document review and preparation of reports
• Research and financial analysis of target companies
• Due diligence for both buy side and sell side transactions
• Transaction structuring for tax and accounting issues
• Negotiation support
• Communication with business owners to ensure delivery of exceptional client service
• Participate in various marketing and recruiting activities of the firm

• Bachelor's degree in Finance, Accounting or related field required; or a graduate degree and 4 years of related work experience.
• 8+ years of work related experience in a mid to large size professional services firm
• Certified Public Accountant (CPA) or JD/LLM required
• Tax due diligence, deal structuring and post‑acquisition planning experience and/or inbound and outbound transaction consulting with international tax research, planning and compliance experience
• Demonstrated analytical, problem‑solving, organization, interpersonal, project management, communication skills and highly developed Microsoft Suite skills
• Strong written communication skills
• Ability to provide exceptional client service, demonstrate commitment to continuous learning, exhibit appropriate ethical knowledge and sense of urgency to complete duties on time

Compensation range: $190,000 to $330,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications and geographic location.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation or any other legally protected basis, in accordance with applicable federal, state or local law.

Mid‑Senior level

Full‑time

Business Development and Sales

Accounting