M&A Tax Senior Manager - Partnership Consulting & Modeling

Overview

Join as an M&A Tax Senior Manager – Partnership Consulting & Modeling at Baker Tilly US
. 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.

We 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 offers tax and business advisory services and is an independent CPA firm licensed to provide attest services.

Open to location and remote work. Please discuss the work location status with a Baker Tilly talent acquisition professional to understand the requirements for this opportunity.

• 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 reviewing and analyzing 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
• Gather data, review documents and prepare reports
• Research and conduct 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 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.
• 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.
• Demonstrated analytical, problem‑solving, organizational, 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, display appropriate ethical knowledge and exhibit a sense of urgency and commitment to quality and timely completion of duties.

The compensation range for this role is $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.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e‑mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency (“search firm”) for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly’s Talent Attraction team, to submit candidates for review via our applicant tracking system.