M&A Tax Due Diligence Associate

Baker Tilly; Santa Monica (CA); On-site; USD 83,000 - 105,000; Full time

Job summary

Baker Tilly is seeking a candidate to support our Mergers & Acquisitions practice within tax due diligence and advisory services in Santa Monica. You will assist project managers, clients, and peers on diverse engagements, gaining exposure to tax structuring and transactional analysis.

The role emphasizes critical thinking, analytical rigor, and collaboration across teams while supporting cross-functional teams on middle-market deals. A CPA is preferred and US work authorization is required.

Qualifications

• Bachelor’s degree in accounting or related field required.
• CPA preferred; if not, must meet educational requirements to obtain CPA license upon hire in state of employment.
• Must be legally authorized to work in the United States on a full-time basis upon hire; visa sponsorship not offered now or in future.
• Minimum 1 year of related experience; public accounting or law firm experience preferred; tax due diligence and M&A tax consulting preferred.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook, and SharePoint) and ability to travel ~15%.

Responsibilities

• Assist Seniors, Managers and Partners in conducting financial due diligence on middle-market companies in a variety of industries.
• Conduct analytical reviews of data and prepare findings.
• Create draft reports for management review.
• Research issues that arose during the course of engagement.

Skills

Critical thinking

Analytical ability

Team collaboration

Self-directed

Time management

Travel willingness

Education

Bachelor's degree in accounting

Tools

Microsoft Office

Job description

Baker Tilly is seeking a candidate to support our Mergers & Acquisitions practice within tax due diligence and advisory services in Santa Monica. You will assist project managers, clients, and peers on diverse engagements, gaining exposure to tax structuring and transactional analysis.

The role emphasizes critical thinking, analytical rigor, and collaboration across teams while supporting cross-functional teams on middle-market deals. A CPA is preferred and US work authorization is required.