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About the Role
Baker Tilly is expanding its M&A Tax practice in New York City, focusing on private equity and middle-market transactions. Professionals in this role will advise clients on tax due diligence, transaction structuring, modeling, and purchase agreement provisions. Managers will lead daily transaction execution, interact directly with Private Equity clients, and have opportunities for career growth.
Responsibilities
- Lead day-to-day client and engagement management for middle-market private equity transactions.
- Develop quantitative tax models to evaluate transaction structures, tax attributes, and deal economics.
- Prepare client deliverables and presentations summarizing tax diligence findings, structuring alternatives, and key transaction considerations.
- QC deliverables prepared by Senior Associates and other junior team members.
- Review and analyze tax provisions in purchase agreements and other transaction documents.
- Manage data gathering, document review, and report preparation for tax due diligence engagements.
- Perform and supervise tax technical research and transaction analysis.
- Build strong relationships with private equity sponsors, portfolio company management, and other client stakeholders.
- Collaborate with our Financial Due Diligence team and other advisory specialists on integrated deals.
- Participate in business development, recruiting, and practice-building activities.
- Responsibly use AI tools to accelerate delivery of M&A Tax services.
Requirements
- Bachelor's degree in finance, accounting, or related field required.
- 5+ years of work-related experience in a mid to large size professional services firm.
- CPA or bar-licensed attorney required.
- Experience with tax due diligence, transaction tax structuring, tax modeling, and transaction-document review.
- Private equity and middle-market transaction experience is strongly preferred.
- Demonstrated analytical, problem-solving, organization, interpersonal, project management, communication skills.
- Highly developed Excel skills required.
- Strong written and verbal communication skills.
- Ability to provide exceptional client service.
- Commitment to continuous learning.
- Appropriate ethical knowledge and commitment.
- Sense of urgency and commitment to quality and timely completion of duties.
- Eagerness to provide mentorship to junior team members.
- Willingness to work from our NYC office 3 days per week.
Skills
- Tax due diligence
- Transaction tax structuring
- Tax modeling
- Transaction-document review
- Quantitative tax modeling
- Excel
Location
- New York City
Work Type
- Hybrid
Experience Level
- 5+ years
Education Level
- Bachelor's degree in finance, accounting, or related field
- Master of Business Administration or LLM, in tax, preferred
Salary/Compensations
- $82,500 - $227,700
Benefits
- 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 in many of the world’s leading 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 that provides attest services.
- Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services.
- 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.