State and Local Tax Manager- M&A Focused

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 provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards.

Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.

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.

• Due diligence for both buy side and sell side transactions.
• Interact directly with Partners and Federal M&A team on matters related to client and engagement management.
• Assist in the review and analysis of the state and local tax aspects of acquisition and merger agreements and draft tax opinion letters and memoranda, reviewing state tax issues including but not limited to nexus determinations, state income tax filing positions, high‑level taxability analyses, and conformity when required.
• Identify and analyze state and local tax risks and opportunities while advising on alternative state and local tax strategies for acquisition, disposition and restructuring of businesses.
• Review, assess and advise clients regarding state and local tax computations reflected in their financial models, and assist clients in the quantitative and qualitative analysis of the tax data in their financial projections for the transaction.
• Data gathering, document review and detailed review of reports.
• Research and financial analysis of target companies.
• Assist with addressing issues and questions for internal clients and potential prospects.
• Communicate with key stakeholders throughout transaction.
• Assist with quantification of potential liabilities and voluntary disclosure projects.
• Negotiation support.
• Communicate with business owners to ensure delivery of exceptional client service.
• Manage a group of associates and senior associates on engagements to ensure developmental skills.
• Assist with managing client engagement staffing, billings/collections, and ensure client profitability targets are met.
• Utilize entrepreneurial skills to network and build strong relationships internally and externally with clients and the community.
• Invest in professional development individually and through participation in firm‑wide learning and development programs.
• Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals.

• Bachelor’s degree in Accounting, Finance or other related field required;
  Master’s or advanced degree preferred.
• CPA or JD/LLM required.
• Five (5)+ years of experience in state and local tax; professional services firm experience preferred.
• Two (2)+ years of supervisory experience, mentoring and counseling associates desired.
• Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and timely completion of projects.

For California, Colorado, New York and Washington:
The compensation range for this role is $86,220 to $182,770. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications and geographic location.

Eligibility to work in the U.S., without sponsorship, highly preferred.

State and Local Tax Manager MA Focused
• Minneapolis, Minnesota, United States