M&A Tax Senior Manager - Partnership Consulting & Modeling

Join the M&A Tax Senior Manager – Partnership Consulting & Modeling role at Baker Tilly US
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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. The firm operates under an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP are licensed independent CPA firms that provide attest services, and also offer tax and business advisory services.

We work with a diverse client base that includes private and public companies, private equity funds, mezzanine funds, banks and business development companies. You will develop and implement transaction advisory services, focusing on partnership consulting and modeling.

• Interact directly with Partners on client and engagement management.
• Model financial transactions for valuation, structuring, and negotiation.
• Prepare detailed memoranda and presentations describing key attributes of client companies and industries.
• Assist in reviewing and analyzing the tax aspects of acquisition and merger agreements, drafting 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 on tax computations reflected in their financial models, and assist in quantitative and qualitative analysis of tax data in financial projections.
• Gather data, review documents, and prepare reports.
• Conduct research and financial analysis of target companies.
• Perform due diligence for both buy‑side and sell‑side transactions.
• Structure transactions for tax and accounting issues.
• Support negotiations.
• Communicate with business owners to ensure delivery of exceptional client service.
• Participate in marketing and recruiting activities of the firm.

• Bachelor’s degree in Finance, Accounting, or related field required; or a graduate degree and 4 years of related work experience.
• 8+ years of work experience in a mid‑to‑large professional services firm.
• Certified Public Accountant (CPA) or JD/LLM required.
• Experience in tax due diligence, deal structuring, post‑acquisition planning, and/or inbound and outbound transaction consulting with international tax research, planning, and compliance.
• Demonstrated analytical, problem‑solving, organizational, interpersonal, project management, and communication skills, and highly developed Microsoft Suite skills.
• Strong written communication skills.
• Ability to provide exceptional client service, demonstrate commitment to continuous learning, uphold ethical knowledge, and exhibit a sense of urgency and quality commitment.

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.

Full‑time

Mid‑Senior level

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.