M&A Tax Manager - Partnership Consulting & Modeling

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

Job summary

A leading advisory and tax firm in California is looking for a Mid-Senior level professional for client and engagement management. This full-time position involves financial modeling, tax strategy analysis, and providing exceptional client service. Candidates must possess a CPA or JD/LLM with over 5 years of experience in a professional services environment. The role offers a compensation range of $130,000 to $215,000, influenced by qualifications and location.

Qualifications

• 5+ years of work related experience in a mid to large size professional services firm.
• Certified Public Accountant (CPA) or JD/LLM required.
• Experience in tax due diligence and deal structuring.

Responsibilities

• Interact directly with Partners on client and engagement management.
• Model financial transactions for valuation and negotiation.
• Prepare detailed memoranda and presentations for clients.
• Assist with tax aspects of merger agreements.

Skills

Analytical skills

Problem-solving

Project management

Communication skills

Microsoft Suite

Client service

Education

Bachelor's degree in Finance, Accounting or related field

Graduate degree

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 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.

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 and 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

Mid‑Senior level

Employment type

Full‑time

Job function

Business Development and Sales

Industry

Accounting