M&A Tax Senior Manager - Partnership Consulting & Modeling

M&A Tax Senior Manager - Partnership Consulting & Modeling

Baker Tilly is a leading advisory, tax and assurance firm with a genuine coast-to-coast and global presence in major U.S. regions and the world’s leading financial centers—New York, London, San Francisco, Los Angeles, Chicago and Boston. The firm offers a range of professional services in accordance with the AICPA Code of Professional Conduct and applicable laws. Baker Tilly US, LLP provides attest services, while its subsidiaries offer tax and business advisory services.

Open to location and remote! Our clients include privately held and publicly traded companies, private equity funds, mezzanine funds, banks, and business development companies. As the Transaction Services Tax team expands, we seek a Senior Manager to develop and implement transaction advisory services for this diverse client base.

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

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.

• Interact directly with Partners on matters related to client and engagement management.
• Model financial transactions to be used in 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; 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 preparation of reports.
• Research & 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 required.
• Strong written communication skills.
• Ability to provide exceptional client service, demonstrate commitment to continuous learning, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the 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.