M&A Tax Manager - Partnership Consulting & Modeling

Baker Tilly US; El Segundo (CA); On-site; USD 130,000 - 215,000; Full time

Job summary

A leading advisory and tax firm seeks an M&A Tax Manager to provide transaction modeling and consulting services. You will engage with clients, prepare financial models, and support negotiation efforts. Candidates should have a relevant degree, extensive experience in professional services, and be CPA or JD/LLM certified. The compensation range for this role is $130,000 to $215,000, influenced by various factors including skills and geographic location.

Qualifications

• 5+ years of relevant experience in a mid to large‑size professional services firm.
• Experience in tax due diligence, deal structuring, post‑acquisition planning, and international tax research.

Responsibilities

• Interact directly with Partners on client and engagement management.
• Model financial transactions for valuation, structuring, and negotiation.
• Prepare detailed memoranda and presentations on client companies and industries.
• Conduct research and financial analysis of target companies.
• Perform due diligence for buy‑side and sell‑side transactions.

Skills

Analytical skills

Problem-solving

Organization

Interpersonal skills

Project management

Microsoft Suite skills

Written communication

Education

Bachelor’s degree in finance, accounting or related field

Graduate degree and 4 years of related work experience

Certified Public Accountant (CPA) or JD/LLM

Job description

M&A Tax Manager – Partnership Consulting & Modeling

Join Baker Tilly US as a M&A Tax Manager to drive advisory services in partnership consulting and transaction modeling across a global network.

Overview

Baker Tilly is a leading advisory, tax and assurance firm delivering comprehensive solutions worldwide. As an independent CPA firm, Baker Tilly provides transaction services to clients in major U.S. regions and global financial centers.

Responsibilities

• Interact directly with Partners on client and engagement management.
• Model financial transactions for valuation, structuring and negotiation.
• Prepare detailed memoranda and presentations on client companies and industries.
• Review and analyze tax aspects of acquisition and merger agreements, draft tax opinion letters and memoranda.
• Identify and analyze tax risks and opportunities, advise on alternative tax strategies for acquisition, disposition and restructuring.
• Review tax computations reflected in financial models; assist in quantitative and qualitative analysis of tax data in transaction projections.
• Gather data, document review and prepare reports.
• Conduct research and financial analysis of target companies.
• Perform due diligence for buy‑side and sell‑side transactions.
• Structure transactions for tax and accounting issues.
• Support negotiation and communicate with business owners to deliver exceptional client service.
• Participate in marketing and recruiting activities.

Qualifications

• Bachelor’s degree in finance, accounting or related field; or a graduate degree and 4 years of related work experience.
• 5+ years of relevant experience in a mid to large‑size professional services firm.
• Certified Public Accountant (CPA) or JD/LLM required.
• Experience in tax due diligence, deal structuring, post‑acquisition planning and inbound/outbound transaction consulting with international tax research, planning and compliance.
• Strong analytical, problem‑solving, organization, interpersonal, project‑management, communication and Microsoft Suite skills.
• Strong written communication skills.
• Commitment to exceptional client service, continuous learning and ethical knowledge.

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.

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.