M&A Tax Advisory Manager

Baker Tilly US; San Francisco (CA); Remote; USD 66,000 - 182,000; Full time

Job summary

Baker Tilly is seeking a Manager to our M&A Tax team to develop and implement transaction advisory services for clients with complex financial needs. Open to location; our client base includes privately held and publicly traded companies, private equity funds, mezzanine funds, banks and business development companies.

Interact with Partners, model transactions, prepare memos, advise on tax risks, perform due diligence, and support negotiations to deliver exceptional client service.

Qualifications

• Bachelor's degree in finance or accounting required; or graduate degree with 4+ years of related work experience.
• 5+ years of work experience in a mid to large professional services firm.
• CPA or JD/LLM required.
• Strong written communication and analytical skills.

Responsibilities

• Interact directly with Partners on matters related to client and engagement management.
• Model financial transactions for valuation, structuring and negotiation.
• Prepare memoranda and presentations describing client companies and industries.
• Assist in tax due diligence, deal structuring and post-acquisition planning.
• Identify tax risks and advise on alternative strategies for acquisitions and restructuring.
• Review tax computations in financial models and analyze tax data in projections.
• Conduct data gathering, document reviews and prepare reports.
• Support due diligence for buy and sell side transactions.

Skills

Analytical thinking

Problem solving

Communication skills

Project management

Client service

Education

Bachelor's degree in Finance or Accounting

CPA or JD/LLM

Tools

Microsoft Office

Job description

Baker Tilly is seeking a Manager to our M&A Tax team to develop and implement transaction advisory services for clients with complex financial needs. Open to location; our client base includes privately held and publicly traded companies, private equity funds, mezzanine funds, banks and business development companies.

Interact with Partners, model transactions, prepare memos, advise on tax risks, perform due diligence, and support negotiations to deliver exceptional client service.