Principal, Mergers and Acquisitions; M&A Tax

Principal, Mergers and Acquisitions (M&A) Tax

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, including New York, London, San Francisco, Los Angeles, Chicago and Boston.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws. Baker Tilly US, LLP is a licensed independent CPA firm providing attest services, while Baker Tilly Advisory Group, LP and its subsidiaries provide tax and business advisory services.

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, veteran status, gender identity or sexual orientation, in accordance with applicable law.

We are seeking a talented Mergers and Acquisitions (M&A) Tax Principal with Private Equity experience and exceptional technical and relationship development skills.

• Advising and influencing substantial Private Equity client relationships to achieve functional objectives and strengthen relationships.
• Providing value‑added services critical to obtaining and serving Private Equity clients.
• Addressing complex M&A tax matters through innovative and established approaches.
• Driving the delivery of strategies with a strong focus on managing risk and safety.
• Delivering exceptional tax consulting services to clients involved in complex mergers, acquisitions, divestitures, and other restructuring transactions.
• Networking and building strong internal and external relationships to acquire new Private Equity clients, projects, and revenue.
• Operating within Baker Tilly’s matrixed structure to develop and execute growth strategies in collaboration with regional and national leaders.
• Building legacy and succession plans through the development of the team.
• Representing Baker Tilly in the marketplace through speaking engagements, article authorship, and other brand‑enhancing activities.

Ideal candidates possess:

• Deep technical expertise in complex corporate and flow‑through transaction tax structuring.
• A proven track record of leading high‑stakes transactions with strategic tax insights that create significant value for Private Equity clients.
• Strong relationship‑building skills and the ability to collaborate seamlessly with deal teams, investment bankers, legal advisors, and portfolio company management.
• Outstanding business development acumen, identifying emerging opportunities and articulating tailored tax solutions to senior stakeholders.
• Leadership qualities, including mentoring, coaching, and fostering a high‑performance, collaborative culture.

• Partner or principal at current firm.
• At least fifteen years of experience working with Private Equity clients on tax aspects of complex domestic and cross‑border business transactions, including mergers, acquisitions, divestitures, and restructurings involving debt and equity.
• Experience as an immediate leader capable of elevating the technical base of the firm.
• Proven entrepreneur with a track‑record of business growth.
• Strong client service orientation, continuous learning, and ethical conduct.
• CPA or bar licensed attorney required; master’s or LLM in taxation desired but not required.
• Ability to travel nationally as client and firm needs require.