M&A Tax Manager - Partnership Consulting & Modeling

Baker Tilly US; Albuquerque (NM); On-site; USD 130,000 - 215,000; Full time

Job summary

A leading advisory firm is seeking a Manager to join their Transaction Services Tax team in Albuquerque. The role involves interacting with partners, modeling financial transactions, and preparing detailed analyses for clients. Candidates should possess a Bachelor's degree in finance or accounting, have 5+ years of experience in professional services, and hold a CPA or JD/LLM. The compensation range for this position is between $130,000 and $215,000, depending on the individual's qualifications and experience.

Qualifications

• 5+ years of work-related experience in a mid to large size professional services firm.
• Experience in tax due diligence, deal structuring and post-acquisition planning.
• Strong written communication skills.

Responsibilities

• Interact directly with Partners on matters related to client and engagement management.
• Model financial transactions for valuation, structuring and negotiation.
• Prepare detailed memoranda and presentations describing client companies.
• Assist in review of tax aspects of acquisition and merger agreements.
• Identify tax risks and opportunities for strategic acquisitions.
• Conduct due diligence for both buy side and sell side transactions.

Skills

Analytical skills

Problem-solving

Organization

Interpersonal skills

Project management

Communication skills

Microsoft Suite skills

Client service

Education

Bachelor's degree in finance, accounting or related field

Graduate degree with 4 years of related work experience

Certified Public Accountant (CPA) or JD/LLM

Job description

Overview

Baker Tilly is a leading advisory, tax and assurance firm that provides clients across major U.S. regions and many global financial centers. The firm operates as independent members of Baker Tilly International, a worldwide network with 43,000 professionals. This Manager role is within the Transaction Services Tax team and will support a diverse client base including privately held and publicly traded companies, private equity funds, mezzanine funds, banks, and business development companies.

Responsibilities

• Interact directly with Partners on matters related to client and engagement management
• Model 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

Qualifications

• Bachelor's degree in finance, accounting or related field required; or a graduate degree and 4 years of related work experience.
• 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 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.
• Ability to provide exceptional client service, demonstrate commitment to continuous learning, display appropriate ethical knowledge and commitment and exhibit a sense of urgency and commitment to quality and the timely completion of duties.

Compensation

The compensation range for this role is $130,000 to $215,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

Equal Opportunity Statement

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency (search firm) for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.