M&A Tax Advisory Lead – Deal Diligence & Strategy

Baker Tilly Advisory Group, LP; Irvine (CA); On-site; USD 113,000 - 262,000; Full time

Job summary

Baker Tilly Advisory Group, LP is seeking an experienced M&A Tax professional to lead tax due diligence and transaction structuring for middle-market deals in Irvine, CA. You will work with private equity, strategic clients and investment banks to execute buy-side and sell-side tax activities, guiding engagement teams and maintaining client relationships.

The ideal candidate holds a Bachelor's in accounting (CPA or JD/LLM preferred), with 8+ years in tax due diligence and M&A tax consulting;

Qualifications

• Bachelor's degree in accounting or related field required.
• CPA and/or licensed attorney required.
• Minimum of 8 years of related experience.
• Previous experience leading M&A tax services engagement teams at a large national professional services firm preferred
• Proven market facing skills to develop new business and sustain client relationships
• Minimum of 4 years of supervisory and training experience
• Proven experience managing multiple client engagements
• Strong project management and organizational skills
• Excellent Microsoft Excel skills
• Strong analytical, presentation and marketing skills
• Excellent interpersonal and verbal & written communication skills
• Must be willing and able to travel to client locations

Responsibilities

• Engagement management with clients includes routinely working directly with c-suite executives to perform financial due diligence on middle-market companies in a variety of industries
• Work alongside private equity firms, strategic clients and investment banks to perform buy-side and sell-side due diligence as well as other M&A tax activities
• Responsible for all aspects of deal execution including sourcing and managing client relationships, analysis and execution of client deliverables and coaching and managing other team members
• Coordinate services as needed with other practice areas of the firm
• Build relationships with existing clients, including involvement in networking and business development activities
• Provide both leadership and supervision to Staff, Seniors and Managers

Skills

M&A tax

Tax due diligence

Leadership

Project management

Client relationships

Education

Bachelor's degree in accounting or related field

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

CPA or licensed attorney

Tools

Microsoft Excel

Job description

Baker Tilly Advisory Group, LP is seeking an experienced M&A Tax professional to lead tax due diligence and transaction structuring for middle-market deals in Irvine, CA. You will work with private equity, strategic clients and investment banks to execute buy-side and sell-side tax activities, guiding engagement teams and maintaining client relationships.

The ideal candidate holds a Bachelor's in accounting (CPA or JD/LLM preferred), with 8+ years in tax due diligence and M&A tax consulting;