M&A Tax Manager - Partnership Consulting & Modeling

Overview

M&A Tax Manager - Partnership Consulting & Modeling role at Baker Tilly US

Baker Tilly is a leading advisory, tax and assurance firm providing clients with a genuine coast-to-coast 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. 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 US, LLP is a licensed independent CPA firm that provides attest services to its clients. The group offers tax and business advisory services and is not licensed CPA firms except the US. The group is an independent member of Baker Tilly International, with 43,000 professionals.

Please discuss work location status with your talent acquisition professional to understand the requirements.

• 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 key attributes of client companies and industries
• Assist in reviewing and analyzing 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 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.
• 5+ 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, post‑acquisition planning, 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 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.

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.

Seniority level:
Mid‑Senior level.

Employment type:

Full‑time. Job function:
Business Development and Sales. Industries:
Accounting.