Associate - M&A Tax Advisory

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

Job summary

Baker Tilly is seeking a candidate to support our Mergers & Acquisitions practice within tax due diligence and advisory services in Santa Monica. You will assist project managers, clients, and peers on diverse engagements, gaining exposure to tax structuring and transactional analysis.

The role emphasizes critical thinking, analytical rigor, and collaboration across teams while supporting cross-functional teams on middle-market deals. A CPA is preferred and US work authorization is required.

Qualifications

• Bachelor’s degree in accounting or related field required.
• CPA preferred; if not, 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; visa sponsorship not offered now or in future.
• Minimum 1 year of related experience; public accounting or law firm experience preferred; tax due diligence and M&A tax consulting preferred.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook, and SharePoint) and ability to travel ~15%.

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 arose during the course of engagement.

Skills

Critical thinking

Analytical ability

Team collaboration

Self-directed

Time management

Travel willingness

Education

Bachelor's degree in accounting

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. Visitbakertilly.comor join the conversation onLinkedIn,FacebookandInstagram.

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.

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.

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 agreementreview and consultationand 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 ofindustries
• Conduct analytical reviews of data and preparefindings
• Create draft reports for managementreview
• Research issues that ariseduring the course ofengagement

Qualifications:

• Bachelor’s degree with a major in accounting or a related fieldrequired
• CPA preferred. If not a CPA, must meet educational requirements to obtain CPA license upon hire in state ofemployment
• 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 firmpreferred
• Previous experience in tax due diligence and merger and acquisitions tax consultingpreferred
• Able to understand problems, think critically, research and identify creativesolutions
• Ability to collaborate and work effectively across functions/departments/teams while building trusted relationships and positively influencingothers
• Self directedprofessional and takes initiative for professional growth anddevelopment
• 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.