M&A Tax Advisory Manager - Flexible Location

Baker Tilly Advisory Group, LP; Chicago (IL); On-site; USD 66,000 - 182,000; Full time

Job summary

Baker Tilly Advisory Group, LP in Chicago seeks a seasoned Transaction Advisory professional to develop and lead tax due diligence, deal structuring and financial modeling for complex transactions.

You will interact with partners, prepare detailed analyses and client deliverables, and support buy-side and sell-side engagements across industries. The role requires CPA or JD/LLM, 5+ years at a mid-to-large professional services firm, and strong communication skills.

Qualifications

• Bachelor's degree in finance, Accounting or related field.
• CPA or JD/LLM required.
• 5+ years of work experience in a mid to large size professional services firm.
• Experience in tax due diligence, deal structuring and post-acquisition planning.
• Strong written communication and client service skills.

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

Problem solving

Organization

Interpersonal

Project management

Communication

Microsoft Office

Education

Bachelor's degree in finance, Accounting or related field

CPA or JD/LLM

Tools

Microsoft Excel

Microsoft PowerPoint

Job description

Baker Tilly Advisory Group, LP in Chicago seeks a seasoned Transaction Advisory professional to develop and lead tax due diligence, deal structuring and financial modeling for complex transactions.

You will interact with partners, prepare detailed analyses and client deliverables, and support buy-side and sell-side engagements across industries. The role requires CPA or JD/LLM, 5+ years at a mid-to-large professional services firm, and strong communication skills.