M&A Tax Manager - Partnership Consulting & Modeling

Baker Tilly US; Wenatchee (WA); Hybride; USD 130 000 - 215 000; Plein temps

Résumé du poste

A leading professional services firm seeks a Manager for their Transaction Services Tax team. This role entails developing transaction advisory services to cater to clients' complex financial needs. Candidates should hold a Bachelor's degree in finance or Accounting, possess a CPA or JD/LLM, and have 5+ years of experience in a professional services environment. The position offers a compensation range between $130,000 and $215,000 depending on qualifications and experience.

Qualifications

• 5+ years of work experience in a mid to large size professional services firm.
• Tax due diligence and post-acquisition planning experience.
• Demonstrated commitment to continuous learning and quality.

Responsabilités

• Interact directly with Partners on client and engagement management.
• Model financial transactions for valuation and negotiation.
• Research and analyze tax aspects of acquisition and merger agreements.

Connaissances

Analytical skills

Problem-solving

Organization

Interpersonal skills

Communication skills

Project management

Formation

Bachelor's degree in finance, Accounting or related field

Graduate degree and 4 years of related work experience

CPA or JD/LLM

Outils

Microsoft Suite

Description du poste

Overview

At Baker Tilly, we invest in our people. We believe in continuous learning and development and have a number of programs to ensure the success of our people. As we continue to grow our Transaction Services practice, we are seeking to add a Manager to our Transaction Services Tax team in any of our offices. In this role, 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 multi‑faced client base allows us to provide our staff with a variety of opportunities across numerous industries, and a constant flow of challenging and meaningful work.

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.

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.