M&A Tax Manager - Partnership Consulting & Modeling

Overview

Baker Tilly is a leading advisory, tax and assurance firm that provides clients with a genuine coast‑to‑coast and global advantage in major regions of the U.S. and in 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) offer 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, while Baker Tilly Advisory Group, LP and its subsidiaries offer 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, sexual orientation, or any other legally protected basis.

Responsibilities

• 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 and advise on alternative tax strategies for acquisition, disposition and restructuring of businesses.
• Review, assess and advise clients regarding tax computations in financial models; assist in 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 both buy‑side and sell‑side transactions.
• Structure transactions to address 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.

Qualifications

• 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 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 and post‑acquisition planning and/or inbound and outbound transaction consulting with international tax research, planning and compliance.
• Strong analytical, problem‑solving, organizational, interpersonal, project management and communication skills, and highly developed Microsoft Suite skills.
• Strong written communication skills.
• Ability to provide exceptional client service, demonstrate commitment to continuous learning, exhibit appropriate ethical knowledge, and show a sense of urgency and commitment to quality and timely completion of duties.

Compensation : $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.