M&A Tax Senior Manager - Partnership Consulting & Modeling

M&A Tax Senior Manager - Partnership Consulting & Modeling Overview

Baker Tilly US is a leading advisory, tax and assurance firm with a genuine coast‑to‑coast global advantage. The firm serves clients in major U.S. regions and world‑class financial centers including New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly US, LLP is an independent CPA firm that provides attest services, while Baker Tilly Advisory Group, LP and its subsidiaries deliver tax and business advisory services.

We are looking to add a Senior Manager to our Transaction Services Tax team. The role involves developing and implementing transaction advisory services for a diverse client base that includes privately held and publicly traded companies, private equity funds, mezzanine funds, banks and business development companies.

• Interact directly with Partners on client and engagement management matters.
• Model financial transactions for valuation, structuring and negotiation.
• Prepare detailed memoranda and presentations describing key attributes of client companies and industries.
• Review and analyze tax aspects of acquisition and merger agreements and draft tax opinion letters and memoranda.
• Identify and analyze tax risks and opportunities, advising on alternative tax strategies for acquisition, disposition and restructuring of businesses.
• Review, assess and advise clients on tax computations reflected in financial models; assist in quantitative and qualitative analysis of tax data in transaction projections.
• Gather data, review documents and prepare reports.
• Research and perform financial analysis of target companies.
• Conduct due diligence for 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 firm marketing and recruiting activities.

• 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 and 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, communication skills and highly developed Microsoft Suite skills.
• 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 commitment 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 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.

Mid‑Senior level

Full‑time

Business Development and Sales

Accounting