Principal, M&A Tax

Principal, M&A Tax role at Baker Tilly US

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 a genuine coast‑to‑coast and global advantage in major U.S. regions and 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. The firm’s subsidiaries also provide tax and business advisory services. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and advisory firms in 141 territories, with 43,000 professionals and combined worldwide revenue of $5.2 billion.

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.

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.

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

This individual excels at building and maintaining strong relationships, collaborating seamlessly with deal teams, investment bankers, legal advisors, and portfolio company management to foster confidence and drive deal momentum. They demonstrate outstanding business development acumen, identifying emerging opportunities and articulating tailored tax solutions that resonate with senior stakeholders.

The 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 that elevates overall team capabilities.

We invite you to apply for an opportunity to help shape the future of our firm.

• You are excited to drive growth and able to market‑source new Private Equity clients and new business.
• You take a strategic approach to the execution of client work and firm responsibilities; you are consulted by clients on most important business and strategic decisions; and you implement new ideas to improve processes and achieve better results.
• You want to work for a leading advisory firm that is growing and creating exceptional opportunities.
• You are passionate about contributing to your team’s professional growth and development, creating opportunities for others as well as yourself.
• You set yourself apart as a role model for others and inspire others to do the same.
• You treat all principals, employees, and clients with respect and are timely and responsive, listen well, consider others’ points of view, and are intolerant of disrespectful or unethical behavior.

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