M&A Tax Senior Manager - Partnership Consulting & Modeling

Overview

Baker Tilly is a leading advisory, tax and assurance firm with global presence in key U.S. and international financial centers, including New York, London, San Francisco, Los Angeles, Chicago, and Boston. The firm operates through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services, with the latter licensed as an independent CPA firm offering attest services.

Please discuss work location status with a Baker Tilly talent acquisition professional to understand the requirements for this opportunity.

• Interact directly with Partners on matters related to client and engagement management
• Model financial transactions for valuation, structuring, and negotiation purposes
• Prepare detailed memoranda and presentations describing key attributes of client companies and industries
• Assist in the review and analysis of tax aspects of acquisition and merger agreements, and draft tax opinion letters and memoranda
• Identify and analyze tax risks and opportunities while advising on alternative tax strategies for acquisition, disposition, and restructuring of businesses
• Review, assess, and advise clients regarding tax computations reflected in their financial models and support quantitative and qualitative analysis of tax data in transaction projections
• Gather data, conduct document reviews, and prepare reports
• Research and analyze target companies
• Perform due diligence for both buy‑side and sell‑side transactions
• Structure transactions for tax and accounting issues
• Provide negotiation support
• Communicate with business owners to ensure delivery of exceptional client service
• Participate in various marketing and recruiting activities of the firm

• Bachelor’s degree in Finance, Accounting, or related field required; or a graduate degree and four years of related work experience
• Minimum eight years of work experience in a mid‑ to large‑size professional services firm
• Certified Public Accountant (CPA) or JD/LLM required
• Experience in tax due diligence, deal structuring, and post‑acquisition planning, and/or inbound and outbound transaction consulting with international tax research, planning, and compliance work
• Demonstrated analytical, problem‑solving, organization, interpersonal, project‑management, and communication skills, including strong proficiency with Microsoft Office suite
• Strong written communication skills
• Ability to provide exceptional client service, demonstrate commitment to continuous learning, exhibit ethical knowledge, and display a sense of urgency and dedication to quality and timely completion of duties

The compensation range for this role is $190,000 to $330,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

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, protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state, and local law.