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About the Role

Our Mergers and Acquisitions practice works with owners and investors to help them ease their tax burden and quantify tax exposures in a wide range of transactions. We provide clients with tax due diligence, tax structuring, quantitative tax modeling services, transaction agreement review and consultation, and tax technical support.

Responsibilities

• Manage client engagements, including direct work with c-suite executives to perform financial due diligence on middle-market companies.
• Collaborate with private equity firms, strategic clients, and investment banks on buy-side and sell-side due diligence and other M&A tax activities.
• Oversee all aspects of deal execution, including sourcing and managing client relationships, analyzing and executing client deliverables, and coaching team members.
• Coordinate services with other firm practice areas as needed.
• Build relationships with existing clients through networking and business development activities.
• Provide leadership and supervision to Staff, Seniors, and Managers.

Requirements

• Bachelor's degree in accounting or a related field.
• Master's degree in Taxation or JD with LLM in taxation preferred.
• Minimum of 8 years of related experience.
• Previous experience in a public accounting or law firm preferred.
• CPA and/or licensed attorney required.
• Previous experience in tax due diligence and merger and acquisitions tax consulting preferred.
• Proven experience leading M&A tax services engagement teams at a large national professional services firm preferred.
• Proven market-facing skills for business development and client relationship management.
• Minimum of 4 years of supervisory and training experience.
• Proven experience managing multiple client engagements.
• Strong project management and organizational skills.
• Excellent Microsoft Excel skills.
• Strong analytical, presentation, and marketing skills.
• Excellent interpersonal and verbal & written communication skills.
• Willingness to travel to client locations up to 50%.

Skills

• Financial due diligence
• M&A tax
• Tax due diligence
• Tax structuring
• Quantitative tax modeling
• Transaction agreement review
• Client relationship management
• Networking
• Business development
• Leadership
• Supervision
• Project management
• Organizational skills
• Microsoft Excel
• Analytical skills
• Presentation skills
• Marketing skills
• Interpersonal skills
• Verbal communication skills
• Written communication skills

Location

• Client locations up to 50% travel

Work Type

• Full-time

Experience Level

• 8+ years of related experience
• 4+ years of supervisory and training experience

Education Level

• Bachelor's degree in accounting or related field
• Master's degree in Taxation or JD with LLM in taxation preferred

Salary/Compensations

• $179,850 to $340,970

Benefits

• Comprehensive compensation and benefits package

About the Company

• Baker Tilly is a leading advisory, tax and assurance firm with a genuine coast-to-coast and global advantage in major regions of the U.S. and international financial centers.
• Baker Tilly Advisory Group, LP and Baker Tilly US, LLP provide professional services through an alternative practice structure.
• Baker Tilly US, LLP is a licensed independent CPA firm providing attest services.
• Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services and are not licensed CPA firms.
• Baker Tilly is an independent member 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.
• Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

Equal Opportunity

• 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.