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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. This role involves advising on buy-side and sell-side transactions, including tax due diligence, structuring, and modeling. You will gain hands-on experience and work directly with experienced professionals in a collaborative, entrepreneurial environment with significant opportunities for career growth.
Responsibilities
- Support Managers, Senior Managers, Principals, and Managing Directors in the day-to-day execution of tax due diligence and other M&A Tax engagements for middle-market private equity clients.
- Work directly with client teams, private equity sponsors, portfolio company management, investment bankers, and other transaction participants on buy-side and sell-side tax due diligence.
- Analyze tax data and transaction materials, identify tax risks and opportunities, and prepare clear findings and supporting analyses.
- Assist with tax structuring and quantitative tax modeling, including evaluating the tax impacts of alternative transaction structures.
- Research federal income tax issues that arise in transactions and translate technical conclusions into practical deal advice.
- Assist with the review of tax provisions in purchase agreements and other transaction documents, working with senior team members and legal counsel.
- Collaborate with our Financial Due Diligence team and other advisory specialists to provide coordinated deal support to clients.
- Responsibly use AI tools to accelerate delivery of M&A Tax services.
- Liaise with offshore dedicated M&A Tax team members in India as part of a global delivery model.
Requirements
- Bachelor's degree with a major in accounting or related field required
- Master’s degree in Taxation or JD with LLM in taxation preferred
- CPA or licensed attorney preferred. If not a CPA or licensed attorney, must meet educational requirements to obtain CPA or attorney license in state of employment upon hire
- 3+ years of work-related experience
- M&A Tax experience at a Big Four firm preferred
- Excellent interpersonal and verbal & written communication skills
- Strong project management and organizational skills
- Must have the ability to analyze complex business and transaction situations
- Strong independent problem-solving skills
- Strong Excel skills
- Must be willing and able to work from our NYC office 3 days per week
Skills
- M&A Tax
- Tax due diligence
- Transaction tax structuring
- Quantitative tax modeling
- Federal income tax research
- Purchase agreement review
- AI tools
- Interpersonal skills
- Verbal communication skills
- Written communication skills
- Project management skills
- Organizational skills
- Analytical skills
- Problem-solving skills
- Excel skills
Location
- New York City
Work Type
- Hybrid
Experience Level
- 3+ years of work-related experience
Education Level
- Bachelor's degree in accounting or related field
- Master's degree in Taxation or JD with LLM in taxation preferred
- CPA or licensed attorney preferred
Salary/Compensations
- $98,200 – 158,000
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 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.
- 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.