M&A Tax Manager - Partnership Consulting & Modeling

M&A Tax Manager – Partnership Consulting & Modeling –
Baker Tilly US

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast‑to‑coast and global advantage. The firm operates in major U.S. regions and financial centers such as New York, London, San Francisco, Los Angeles, Chicago, and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP offer professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws.

The firm is a licensed independent CPA firm that offers attest services and also provides 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 protected characteristics.

• Interact directly with Partners on client and engagement management matters.
• 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; draft tax opinion letters and memoranda.
• Identify and analyze tax risks and opportunities; advise on alternative tax strategies for acquisition, disposition, and restructuring.
• Review, assess, and advise clients regarding tax computations in financial models; assist quantitative and qualitative analysis of tax data in projections.
• Gather data, review documents, and prepare reports.
• Research and conduct financial analysis of target companies.
• Perform due diligence for buy‑side and sell‑side transactions.
• Structure transactions for 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 related field; or a graduate degree plus 4 years of related work experience.
• 5+ years of experience at a mid‑to‑large professional services firm.
• Certified Public Accountant (CPA) or JD/LLM required.
• Experience in tax due diligence, deal structuring, and post‑acquisition planning; or inbound/outbound transaction consulting with international tax research, planning, and compliance.
• Strong analytical, problem‑solving, organizational, interpersonal, project‑management, communication, and Microsoft Suite skills.
• Excellent written communication skills.
• Ability to provide exceptional client service, demonstrate commitment to continuous learning, uphold ethical standards, and exhibit a sense of urgency and quality commitment.

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

• Mid‑Senior level

• Full‑time

• Business Development and Sales

• Accounting