M&A Tax Manager - Partnership Consulting & Modeling

Baker Tilly US

Everett (WA)

On-site

USD 130,000 - 215,000

Full time

14 days+

Application generator

Get a reply from this employer — a resume and cover letter tailored to exactly what they’re hiring for.

Get past ATS filters

Job summary

A leading advisory firm is looking for a Mergers and Acquisitions Manager in Everett, WA. This role involves client engagement, financial modeling, and comprehensive analysis of tax strategies to ensure successful negotiations. Ideal candidates should have a degree in finance or accounting, CPA certification, and over 5 years of experience in a professional services setting. This full-time position offers a competitive salary ranging from $130,000 to $215,000, based on experience and qualifications.

Qualifications

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

Responsibilities

Interact directly with Partners on client and engagement management.
Model financial transactions for valuation, structuring, and negotiation.
Prepare detailed memoranda and presentations on key client attributes.
Assist in tax aspects of acquisition and merger agreements.
Identify and analyze tax risks and opportunities.
Due diligence for buy and sell transactions.
Communication with business owners for exceptional client service.

Skills

Analytical skills

Problem-solving skills

Communication skills

Interpersonal skills

Project management skills

Microsoft Suite skills

Education

Bachelor's degree in finance, Accounting or related field

Certified Public Accountant CPA or JD/LLM

Job description

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

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.

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

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

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.

Seniority Level