M&A Tax Manager - Partnership Consulting & Modeling

1 week ago Be among the first 25 applicants

Baker Tilly is a leading advisory, tax and assurance firm with global capabilities in key U.S. and international financial centers, including New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP provide professional services in accordance with the AICPA Code of Professional Conduct and applicable laws. Baker Tilly US, LLP is a licensed independent CPA firm that offers attest services, while Baker Tilly Advisory Group, LP provides tax and business advisory services.

• Interact directly with Partners on client and engagement management matters.
• Model financial transactions for valuation, structuring, and negotiation.
• Prepare detailed memoranda and presentations on client companies and industries.
• Review and analyze tax aspects of acquisition and merger agreements, drafting 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 on tax computations reflected in their financial models; assist in quantitative and qualitative analysis of tax data for transactions.
• Gather data, conduct document reviews, and prepare reports.
• Research and perform financial analysis of target companies.
• Conduct due diligence for both buy‑side and sell‑side transactions.
• Structure transactions addressing tax and accounting issues.
• Provide negotiation support.
• Communicate with business owners to ensure delivery of exceptional client service.
• Participate in marketing and recruiting activities of the firm.

• Bachelor’s degree in finance, accounting or a related field is required; a graduate degree and four years of related experience also acceptable.
• Five or more years of work experience in a mid- to large-sized professional services firm.
• Certified Public Accountant CPA or JD/LLM is required.
• Experience in tax due diligence, deal structuring, post‑acquisition planning, and/or inbound and outbound transaction consulting, including 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, exhibit appropriate ethical knowledge and commitment, and display a sense of urgency and dedication to quality and 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
• Industries:
  Accounting

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.

Location:

Santa Rosa, CA

Santa Rosa, CA $‑$ 1 week ago