Manager, Mergers and Acquisitions; M&A Tax

Manager, Mergers and Acquisitions (M&A) Tax

Baker Tilly US is a leading advisory, tax and assurance firm providing clients with a genuine coast-to-coast and global advantage across major regions of the U.S., including New York, London, San Francisco, Los Angeles, Chicago, and Boston.

Overview: We are expanding our M&A Tax practice and are seeking a Manager to deliver transaction advisory services tailored to the complex financial needs of our clients.

Open to location. Our clients include privately held and publicly traded companies, private equity funds, mezzanine funds, banks, and business development companies.

We provide staff with a variety of opportunities across numerous industries, and a constant flow of challenging and meaningful work.

• Interact directly with Partners on matters related to client and engagement management
• Model financial transactions for valuation, structuring and negotiation
• Prepare detailed memoranda and presentations describing the key attributes of client companies and industries
• Assist in the review and analysis of the 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 financial models; and assist clients in the quantitative and qualitative analysis of the tax data in their financial projections for the transaction
• Collect data, review documents and prepare reports
• Research and financial analysis of target companies
• Conduct 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 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.
• 5+ years of 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/outbound transaction consulting, with international tax research, planning and compliance experience.
• 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 appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and timely completion of duties.

Compensation range: $130,000–$215,000. Actual compensation is influenced by skills, experience, qualifications, and geographic location.

Mid‑Senior level

Full‑time

Business Development and Sales

Accounting

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.

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.