M&A Tax Manager - Partnership Consulting & Modeling

Join to apply for the M&A Tax Manager – Partnership Consulting & Modeling role at Baker Tilly US
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This role focuses on partnership tax issues and advanced transaction modeling within our growing Transaction Services practice.

Baker Tilly is a leading advisory, tax and assurance firm providing clients with a coast‑to‑coast and global presence in major U.S. regions and key financial centers worldwide. We operate through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws. Baker Tilly Advisory Group, LP and its subsidiary entities deliver tax and business advisory services;
Baker Tilly US, LLP is a licensed independent CPA firm that also offers attest services.

• 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 summarizing client companies and industries
• Review and analyze the tax aspects of acquisition and merger agreements and draft tax opinion letters and memoranda
• Identify and analyze tax risks and opportunities, advising on alternative strategies for acquisition, disposition, and restructuring of businesses
• Review, assess, and advise clients regarding tax computations reflected in their financial models and assist in the quantitative and qualitative analysis of tax data within transaction projections
• Collect data, review documents, and prepare reports
• Conduct research and financial analysis of target companies
• Perform due diligence for both buy‑side and sell‑side transactions
• Structure transactions for tax and accounting issues
• Provide negotiation support
• Communicate with business owners to ensure exceptional client service
• Participate in marketing and recruiting activities of the firm

• Bachelor’s degree in finance, accounting or related field required; a graduate degree and 4 years of related work experience acceptable
• 5+ years of work related experience in a mid‑to‑large professional services firm
• Certified Public Accountant (CPA) or JD/LLM required
• Experience in tax due diligence, deal structuring, and post‑acquisition planning, and/or inbound and outbound transaction consulting with international tax research, planning, and compliance experience
• Demonstrated analytical, problem‑solving, organizational, interpersonal, project management, and communication skills, and highly developed Microsoft Suite skills
• Strong written communication skills
• Ability to provide exceptional client service, demonstrate commitment to continuous learning, and exhibit a sense of urgency and quality in timely completion of duties

The compensation range for this role is $130,000 to $215,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

seniority level - Mid‑Senior level

employment type - Full‑time

job function - Business Development and Sales; industry - Accounting

senior Bating 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.