M&A Tax Advisory Manager — Deal Structuring

Baker Tilly Advisory Group, LP; Pasadena (CA); Remote; USD 66,000 - 182,000; Full time

Job summary

Baker Tilly Advisory Group, LP is seeking an experienced transaction advisory professional to develop and implement advisory services for diverse client needs. The role involves working with Partners on client engagements, modeling financial transactions, and delivering detailed analyses.

Requirements include a CPA or JD/LLM, 5+ years in a large professional services firm, and strong communication skills. Open to location with competitive compensation and benefits.

Qualifications

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

Responsibilities

• Interact directly with Partners on matters related to client and engagement management
• Modeling financial transactions to be used in valuation, structuring and negotiation
• Prepare detailed memoranda and presentations describing the key attributes of client companies and industries
• Assist in the review and analysis of the tax aspects of acquisition and merger agreements and draft tax opinion letters and memoranda
• Identify and analyze tax risks and opportunities while advising on alternative tax strategies for acquisition, disposition and restructuring of businesses
• Review, assess and advise clients regarding tax computations reflected in their financial models; and assist clients in the quantitative and qualitative analysis of the tax data in their financial projections for the transaction
• Data gathering, document review and preparation of reports
• Research & financial analysis of target companies
• Due diligence for both buy side and sell side transactions
• Transaction structuring for tax and accounting issues
• Negotiation support
• Communication with business owners to ensure delivery of exceptional client service
• Participate in various marketing and recruiting activities of the firm

Skills

Analytical skills

Problem solving

Communication

Project management

Education

Bachelor's degree in finance, accounting or related field

Graduate degree (JD/LLM) with 4 years of related experience

Tools

Microsoft Suite

Job description

Baker Tilly Advisory Group, LP is seeking an experienced transaction advisory professional to develop and implement advisory services for diverse client needs. The role involves working with Partners on client engagements, modeling financial transactions, and delivering detailed analyses.

Requirements include a CPA or JD/LLM, 5+ years in a large professional services firm, and strong communication skills. Open to location with competitive compensation and benefits.