Principal, M&A Tax

Principal, M&A Tax

Join to apply for the Principal, M&A Tax role at Baker Tilly US.

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing 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 provide 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 to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

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.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e‑mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

What You Will Do

• Advise and influence substantial Private Equity client relationships to achieve functional objectives and strengthen relationships.

• Provide value‑added services that are critical to our ability to obtain and serve Private Equity clients.

• Address complex M&A tax related client matters through both innovative and established approaches.

• Drive the delivery of strategies to Private Equity clients with a strong focus on managing risk and safety.

• Deliver exceptional tax consulting services to Private Equity clients involved in complex mergers, acquisitions, divestitures, and other restructuring transactions.

• Utilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new Private Equity clients, projects, and revenue.

• Operate within and effectively leverage Baker Tilly's matrixed structure of industry, service, and geography to develop and execute growth strategies and work in close coordination with regional and national leaders.

• Be responsible for building your legacy and succession plan through the development of our people.

• Represent Baker Tilly and be someone who is sought after in the marketplace for activities such as speaking at conferences or authoring articles, thereby enhancing the global brand of the Firm.

Qualifications

• A leader with a demonstrated ability to develop relationships and serve as a value architect.

• Accretive to the team in a manner that allows the Firm to excel against our competition and through the professional and technical advantages brought the candidate.

• A partner or principal at current firm.

• Experienced with a proven professional services track‑record, working for at least fifteen years 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.

• Viewed as immediately capable of leading and elevating the technical base of our people such that we are able to safely expand our service offerings and strengthen our reputation in the marketplace.

• A proven entrepreneur with a track‑record of successful business growth.

• Able to lead others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current, see the "big picture" as…