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 provide professional services under AICPA Code of Conduct and applicable laws, and Baker Tilly US, LLP is a licensed independent CPA firm.

Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients.

• 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
• Review and analyze tax aspects of acquisition and merger agreements and draft 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
• Review, assess and advise clients regarding tax computations reflected in their financial models and assist in quantitative and qualitative analysis of tax data in financial projections for the transaction
• Data gathering, document review and preparation of reports
• 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
• Communicate 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.
• 5+ 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 exhibit a sense of urgency and commitment to quality and 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.

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.