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 – 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. 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. 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. Job Description We are seeking a talented Mergers and Acquisitions (M&A) Tax Principal with Private Equity experience and exceptional technical and relationship development skills to join our dynamic Private Equity‑focused team. The ideal candidate possesses deep technical expertise in complex corporate and flow‑through transaction tax structuring, a proven track record of leading high‑stakes transactions, and strong relationship‑building skills across deal teams, investment bankers, legal advisors, and portfolio company management. What You Will Do Advise and influence substantial Private Equity client relationships to achieve functional objectives and strengthen relationships. Provide value‑added services that are critical to our ability to obtain and serve Private Equity clients. Address complex M&A tax‑related client matters through innovative and established approaches. Drive the delivery of strategies to Private Equity clients with a strong focus on managing risk and safety. Deliver exceptional tax consulting services to Private Equity clients involved in complex mergers, acquisitions, divestitures, and other restructuring transactions. Utilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new Private Equity clients, projects, and revenue. Operate within and effectively leverage Baker Tilly’s matrixed structure of industry, service, and geography to develop and execute growth strategies and work in close coordination with regional and national leaders. Lead the development of team members and represent Baker Tilly as a sought‑after industry voice through speaking engagements and thought‑leadership writing. Qualifications Partner or principal at current firm with at least fifteen years of experience working with Private Equity clients on tax aspects of complex domestic and cross‑border transactions. Proven track record of leading and elevating the technical base of our people, expanding service offerings, and strengthening reputation in the marketplace. Strong entrepreneurial mindset with a history of business growth and client development. Exceptional client service, commitment to continuous learning, and ethical rigor. 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 may require. Interested candidates should bring a strategic mindset, entrepreneurial drive, and passion for client success and talent development. #J-18808-Ljbffr