Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

Tailor your resume to this M&A Tax Director - Private Equity role.

Rezi rewrites your resume against Baker Tilly's job description. Free.

Resume score gauge reading 58 out of 100

Don't guess if your resume is good enough.

See how it scores against the M&A Tax Director - Private Equity posting at Baker Tilly — free, in seconds.

About the Role

Baker Tilly is expanding its M&A Tax practice in New York City and seeks a Director with extensive M&A Tax and private equity experience to lead this growth phase. The role involves advising private equity sponsors and portfolio companies on transactions, including tax due diligence, structuring, modeling, and purchase agreement provisions. The ideal candidate will possess strong corporate and flow-through transaction tax expertise, commercial judgment, and leadership skills to manage complex deals.

Responsibilities

Advise and influence substantial Private Equity client relationships to achieve functional objectives and strengthen relationships.
Provide value-added services critical to obtaining and serving Private Equity clients.
Address complex M&A tax-related client matters through innovative and established approaches.
Lead tax due diligence for buy-side and sell-side transactions, including risk identification, technical analysis, client communication, and development of clear findings.
Lead the tax analysis and negotiation of purchase agreements and other transaction documents, working directly with legal counsel and client deal teams.
Oversee high-quality client deliverables.
Lead transaction tax structuring and quantitative tax modeling, including evaluation of alternative structures, tax impacts, negotiation considerations, and post-acquisition planning.
Utilize entrepreneurial skills to network and build strong relationships internally and externally to acquire new Private Equity clients, projects, and revenue.
Collaborate with the Financial Due Diligence team and other advisory leaders on integrated deals.
Leverage Baker Tilly's national and regional platform to develop and execute growth strategies.
Mentor people.
Represent Baker Tilly in the marketplace through speaking at conferences, authoring articles, participating in marketing and recruiting activities, and enhancing the global brand.

Requirements

A leader with a demonstrated ability to develop relationships and serve as a value architect.
12+ years of experience in public accounting or a comparable professional services environment.
At least five years of supervisory and team-development experience.
CPA or bar-licensed attorney required.
Bachelor's degree in finance, accounting, or related field required.
Experienced with a proven professional services track record working with Private Equity clients on tax aspects of complex domestic and cross-border business transactions, including mergers, acquisitions, divestitures, and restructurings involving debt and equity.
Experienced in tax due diligence, transaction tax structuring, quantitative tax modeling, transaction-document review, and post-acquisition planning for private equity and other middle-market transactions.
Viewed as capable of leading and elevating the technical base of our people.
A proven business developer with a track record of successful business growth, relationship development, and client service.
Able to lead others, provide exceptional client service, demonstrate commitment to continuous learning, see the big picture as well as the details, display appropriate ethical knowledge, and exhibit a sense of urgency and commitment to quality and the timely completion of projects.
Capable of providing a technical skill set that allows the Firm to attract a more complex and diverse client base.
Viewed as providing a knowledge base that is a distinguishing factor in our market and recognized as a deep specialist in the field.
Demonstrated analytical, problem-solving, organization, interpersonal, project management, communication, and Microsoft Suite skills required.
Strong written and verbal communication skills.
Nimble and responsive.
Must be willing and able to work from our NYC office 3 days per week.
Must be willing and able to travel as needed to serve clients.

Skills

M&A Tax
Private Equity
Tax due diligence
Transaction tax structuring
Quantitative tax modeling
Purchase agreement analysis
Client relationship management
Business development
Team leadership
Mentoring
Analytical skills
Problem-solving skills
Organizational skills
Interpersonal skills
Project management skills
Communication skills
Microsoft Suite skills

Location

New York City

Work Type

Hybrid
Travel required

Experience Level

Director
12+ years of experience
5+ years of supervisory and team-development experience

Education Level

Bachelor's degree in finance, accounting, or related field
Master of Business Administration or LLM, in tax, preferred
CPA or bar-licensed attorney required

Salary/Compensations

$194,700 - $393,000

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 operate as Baker Tilly, independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms.
The firm has 141 territories, 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.