Associate - M&A Tax Advisory

Baker Tilly US; Irvine (CA); On-site; USD 83,000 - 105,000; Full time

Job summary

Baker Tilly US in Irvine, CA is seeking a Mergers & Acquisitions Tax Due Diligence Analyst to support middle-market engagements. You will assist seniors, managers and partners, conduct financial due diligence, analyze data, draft management reports and research issues that arise during engagements.

A CPA is preferred; if not, you must meet educational CPA requirements upon hire. Travel about 15% is expected.

Qualifications

• Bachelor’s degree in accounting or related field required.
• CPA preferred; if not, must meet CPA educational requirements upon hire.
• Must be legally authorized to work in the United States on a full-time basis.
• Minimum 1 year of related experience.
• Experience in public accounting or law firm settings preferred.
• Ability to travel approximately 15%.

Responsibilities

• Assist Seniors, Managers and Partners in conducting financial due diligence on middle-market companies.
• Conduct analytical reviews of data and prepare findings.
• Create draft reports for management review.
• Research issues that arise during engagements.

Skills

Critical thinking

Collaboration

Self-directed

Education

Bachelor’s degree in accounting or related field

CPA preferred

Tools

Microsoft Office

Job description

Overview

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. 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 its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. 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.

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Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

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.

Job Description

Introduction to the team

Our Mergers and Acquisitions practice works with owners and investors to help them ease their tax burden and quantify tax exposures in a wide range of transactions, including buy-side and sell-side, restructuring, taxable and tax-free transactions. We provide our clients with tax due diligence, tax structuring, quantitative tax modeling services, transaction agreement review and consultation and tax technical support. You will gain knowledge of the firm's Merger & Acquisition services as well as assist project managers, clients, and peers on various consulting engagements.

Responsibilities

• Assist Seniors, Managers and Partners in conducting financial due diligence on middle-market companies in a variety of industries
• Conduct analytical reviews of data and prepare findings
• Create draft reports for management review
• Research issues that arise during the course of engagement

Qualifications

• Bachelor’s degree with a major in accounting or a related field required
• CPA preferred. If not a CPA, must meet educational requirements to obtain CPA license upon hire in state of employment
• Must be legally authorized to work in the United States on a full-time basis upon hire. Moss Adams will not consider candidates for this position who require sponsorship for employment visa status now or in the future (e.g., H-1B status)
• Minimum 1 year of related experience
• Previous experience in a public accounting firm or law firm preferred
• Previous experience in tax due diligence and merger and acquisitions tax consulting preferred
• Able to understand problems, think critically, research and identify creative solutions
• Ability to collaborate and work effectively across functions/departments/teams while building trusted relationships and positively influencing others
• Self directed professional and takes initiative for professional growth and development
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook, and SharePoint)
• Ability to travel as needed, approximately 15%

The pay rate range for this job position is $83,000 – $105,000. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees/certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package.