M&A Tax Manager — Strategic Deals & Advisory

Baker Tilly US; Philadelphia (Philadelphia County); On-site; USD 66,000 - 182,000; Full time

Job summary

Baker Tilly is seeking a Manager to join its M&A Tax team. You will develop and implement transaction advisory services for clients, supporting complex financial needs across a diverse client base including private equity, banks, and corporate entities.

The role involves interaction with Partners, deal structuring, due diligence, and tax risk assessment. Excellent analytics, communication, and project management are essential.

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.
• 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

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

Skills

Analytical skills

Problem solving

Organization

Interpersonal skills

Project management

Communication skills

Microsoft Suite

Education

Bachelor's degree in finance, Accounting or related field

Graduate degree and 4 years of related work experience

Job description

Baker Tilly is seeking a Manager to join its M&A Tax team. You will develop and implement transaction advisory services for clients, supporting complex financial needs across a diverse client base including private equity, banks, and corporate entities.

The role involves interaction with Partners, deal structuring, due diligence, and tax risk assessment. Excellent analytics, communication, and project management are essential.