Lead M&A Tax Advisory & Due Diligence

Baker Tilly US; San Jose (CA); On-site; USD 113,000 - 262,000; Full time

Job summary

Baker Tilly US is seeking an experienced Mergers & Acquisitions tax professional to lead tax due diligence and advise on buy-side and sell-side transactions in the U.S. A strong background in tax structuring and modeling is essential, with client-facing leadership to guide engagements across industries.

The role requires coordinating cross-team efforts, managing multiple client engagements, and traveling to client locations as needed.

Qualifications

• Bachelor's degree in accounting or related field is required.

Responsibilities

• Engagement management with clients including directly interfacing with c-suite executives to perform financial due diligence on middle-market companies.
• Collaborate with private equity firms, strategic clients and investment banks on buy-side and sell-side due diligence and other M&A tax activities.
• Lead all aspects of deal execution including sourcing and managing client relationships, analysis and delivery of client work, and supervising team members.
• Coordinate services with other firm practice areas as needed.
• Develop client relationships and participate in business development activities.
• Provide leadership and supervision to staff, seniors and managers.

Skills

Leadership

Project management

Client relationship management

Communication skills

Analytical skills

Marketing skills

Education

Bachelor's degree in accounting

Master’s degree in Taxation or JD with LLM in taxation

CPA or licensed attorney

Tools

Microsoft Excel

Job description

Baker Tilly US is seeking an experienced Mergers & Acquisitions tax professional to lead tax due diligence and advise on buy-side and sell-side transactions in the U.S. A strong background in tax structuring and modeling is essential, with client-facing leadership to guide engagements across industries.

The role requires coordinating cross-team efforts, managing multiple client engagements, and traveling to client locations as needed.