M&A Tax Manager: Deal Structuring & Due Diligence

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

Job summary

Baker Tilly is seeking to add a Manager to our M&A Tax team in any of our offices. You will be developing and implementing transaction advisory services to our clients to meet their complex financial needs. Open to location.

Our clients include privately held and publicly traded companies, private equity funds, mezzanine funds, banks, and business development companies. This role involves interacting with Partners on engagement management, modeling financial transactions, preparing

Qualifications

• Bachelor's degree in finance, accounting or related field; or a graduate degree with 4+ years of experience.
• 5+ years of work experience in a mid to large size professional services firm.
• CPA or JD/LLM required.
• Tax due diligence, deal structuring, and post-acquisition planning experience and/or inbound and outbound transaction consulting with 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; commitment to continuous learning and client service

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

Client management

Financial modeling

Tax due diligence

Deal structuring

Project management

Communication skills

Education

Bachelor's degree in finance or accounting

CPA or JD/LLM

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Job description

Baker Tilly is seeking to add a Manager to our M&A Tax team in any of our offices. You will be developing and implementing transaction advisory services to our clients to meet their complex financial needs. Open to location.

Our clients include privately held and publicly traded companies, private equity funds, mezzanine funds, banks, and business development companies. This role involves interacting with Partners on engagement management, modeling financial transactions, preparing