M&A Tax Manager - Partnership Consulting & Modeling

M&A Tax 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 and assist with quantitative and qualitative analysis of tax data for the transaction
• Gather 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 various marketing and recruiting activities of the firm

• Bachelor’s degree in finance, accounting or related field required; or a graduate degree and at least four years of related work experience
• Five or more years of work 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, organization, 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, exhibit appropriate ethical knowledge, and maintain a sense of urgency and quality in the 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.

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.

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. To be an authorized recruitment agency (“search firm”) for Baker Tilly Advisory Group, LP, a formal written agreement must be 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.