Manager, Mergers and Acquisitions; M&A Tax

Manager, Mergers and Acquisitions (M&A) Tax

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Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a coast‑to‑coast and global advantage in major U.S. regions and many world 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.

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, while the subsidiary entities are not licensed CPA firms. 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.

At Baker Tilly, we invest in our people and encourage continuous learning. As we grow our M&A Tax practice, we seek a Manager to develop and implement transaction advisory services for clients. The role is open to any of our offices and serves privately held and publicly traded companies, private equity and mezzanine funds, banks and business development companies – offering diverse cross‑industry opportunities.

• Interact directly with Partners on client and engagement management
• Model financial transactions for valuation, structuring and negotiation
• Prepare detailed memoranda and presentations describing key attributes of client companies and industries
• Assisted in reviewing and analyzing tax aspects of acquisition and merger agreements; drafted tax opinion letters and memoranda
• Identify and analyze tax risks and opportunities and advise on alternative tax strategies for acquisition, disposition and restructuring of businesses
• Reviewed, assessed and advised clients on tax computations in financial models; assisted clients in quantitative and qualitative analysis of tax data in transaction projections
• Data gathering, document review and report preparation
• Research and financial analysis of target companies
• Due diligence for both buy‑side and sell‑side transactions
• Transaction structuring for tax and accounting issues
• Negotiation support
• Communicating with business owners to ensure delivery of exceptional client service
• Participation in firm marketing and recruiting activities

• Bachelor’s degree in finance, accounting or related field required; or a graduate degree and 4 years of related work experience
• 5+ 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, post‑acquisition planning and international tax research and compliance
• Demonstrated analytical, problem‑solving, organizational, interpersonal, project management, and communication skills, and highly developed Microsoft Suite skills
• Strong written communication abilities
• Exceptional client‑service orientation, commitment to continuous learning, ethical knowledge, sense of urgency, and dedication to quality and timely completion of duties

The compensation range for this role is $130,000‑$215,000, influenced by skills, experience, qualifications, and geographic location.

Mid‑Senior level

Full‑time

Business Development and Sales

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.

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.