M&A Tax Advisory — Senior Manager

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

Job summary

Baker Tilly is seeking a Senior Manager to lead M&A tax engagements in Massachusetts. You will work with owners, investors and financial advisors to quantify tax exposures and structure tax efforts across buy-side and sell-side transactions.

The role requires extensive experience in tax due diligence, strong leadership, client management, and the ability to guide engagement teams. Travel to client locations is expected as needed.

Qualifications

• Bachelor's degree with a major in accounting or related field required.
• Master's degree in Taxation or JD with LLM in taxation preferred.
• CPA and/or licensed attorney required.
• Minimum of 8 years of related experience.
• Public accounting or law firm experience preferred.
• Proven experience leading M&A tax services engagement teams.
• Minimum of 4 years of supervisory and training experience.
• Strong project management and organizational skills.
• Excellent interpersonal and verbal & written communication skills.

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

Project management

Leadership

Client relationships

Communication

Travel readiness

Education

Bachelor's degree in accounting

Master's in Taxation or JD with LLM in taxation

Tools

Microsoft Excel

Job description

Baker Tilly is seeking a Senior Manager to lead M&A tax engagements in Massachusetts. You will work with owners, investors and financial advisors to quantify tax exposures and structure tax efforts across buy-side and sell-side transactions.

The role requires extensive experience in tax due diligence, strong leadership, client management, and the ability to guide engagement teams. Travel to client locations is expected as needed.