M&A Tax Advisory Manager - Deal Structuring & Due Diligence

Baker Tilly Advisory Group, LP; San Jose (CA); On-site; USD 66,000 - 182,000; Full time

Job summary

Baker Tilly Advisory Group, LP is seeking a seasoned professional to lead transaction advisory work, valuation modeling, and tax due diligence for diverse clients. The role involves working with partners on engagement management, preparing analyses, and delivering client-ready memos and presentations.

The ideal candidate has CPA or JD/LLM credentials, 5+ years in a large professional services firm, and strong written communication skills.

Qualifications

• Bachelor's degree in finance, accounting or related field.
• 5+ years of work related experience in a mid to large size professional services firm.
• Certified Public Accountant CPA or JD/LLM required.
• Tax due diligence, deal structuring and post-acquisition planning experience and/or international tax research, planning and compliance experience.
• Demonstrated analytical, problem-solving, organization, interpersonal, project management, communication skills, and highly developed Microsoft Suite skills required.
• Strong written communication skills.
• Ability to provide exceptional client service, demonstrate commitment to continuous learning, and maintain ethical standards.

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 opinions/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 thinking

Problem solving

Communication skills

Project management

Client service

Microsoft Office

Education

Bachelor's degree in finance or accounting

Graduate degree (CPA/JD/LLM)

Tools

Microsoft Suite

Microsoft Excel

PowerPoint

Job description

Baker Tilly Advisory Group, LP is seeking a seasoned professional to lead transaction advisory work, valuation modeling, and tax due diligence for diverse clients. The role involves working with partners on engagement management, preparing analyses, and delivering client-ready memos and presentations.

The ideal candidate has CPA or JD/LLM credentials, 5+ years in a large professional services firm, and strong written communication skills.