Principal, M&A Tax

Principal, M&A Tax

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

Baker Tilly is a leading advisory, tax and assurance firm offering clients a coast‑to‑coast and global advantage across major U.S. regions and key global financial centers including New York, London, San Francisco, Los Angeles, Chicago, and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) 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 clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to clients.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members 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.

We are seeking a talented M&A Tax Principal with Private Equity experience and exceptional technical and relationship development skills to join our dynamic Private Equity‑focused team.

Ideal candidate deep technical expertise in complex corporate and flow‑through transaction tax structuring; proven track record of leading complex, high‑stakes transactions with strategic tax insights that create significant value for Private Equity clients.

Candidate will be a dedicated mentor and leader, committed to developing and inspiring team members through coaching, feedback, and fostering a collaborative, high‑performance culture.

If you are a strategic thinker with entrepreneurial drive and a passion for both client success and talent development, we invite you to apply to help shape the future of our firm.

• Drive growth and market‑source new Private Equity clients and business.
• Strategic approach to client work and firm responsibilities; consulted by clients on important business and strategic decisions; implement new ideas to improve processes and achieve better results.
• Work for a leading advisory firm that is growing and creating exceptional opportunities.
• Passionate about contributing to team professional growth and development, creating opportunities for others as well as yourself.
• Serve as a role model and inspire others to do the same.
• Treat principals, employees, and clients with respect; timely and responsive; listen well; consider others’ viewpoints; intolerant of disrespectful or unethical behavior.

• 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.
• Drive 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 entrepreneurial skills to network and build strong relationships internally and externally to acquire 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.
• Build your legacy and succession plan through the development of our people.
• Represent Baker Tilly and be sought after in the marketplace for speaking at conferences or authoring articles, thereby enhancing the global brand of the firm.

• Leader with demonstrated ability to develop relationships and serve as a value architect.
• Accrete to the team in a manner that allows the firm to excel against competition through professional and technical advantages brought by the candidate.
• Partner or principal at current…