M&A Tax Manager: Strategy, Due Diligence & Deal Structuring

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

Job summary

A leading advisory and tax firm in California is seeking a Manager, Mergers and Acquisitions (M&A) Tax. In this full-time role, you will develop transaction advisory services for clients, manage complex financial and tax matters, and provide key insights during acquisitions. Ideal candidates have at least 5 years in a professional services firm, a CPA or JD/LLM, and strong analytical skills. The role offers a competitive salary range from $130,000 to $215,000 depending on qualifications.

Qualifications

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

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 the tax aspects of acquisition and merger agreements.

Skills

Analytical skills

Problem-solving skills

Organizational skills

Interpersonal skills

Project management skills

Communication skills

Microsoft Suite proficiency

Education

Bachelor’s degree in finance, accounting, or related field

Graduate degree with 4 years of relevant work experience

Job description

A leading advisory and tax firm in California is seeking a Manager, Mergers and Acquisitions (M&A) Tax. In this full-time role, you will develop transaction advisory services for clients, manage complex financial and tax matters, and provide key insights during acquisitions. Ideal candidates have at least 5 years in a professional services firm, a CPA or JD/LLM, and strong analytical skills. The role offers a competitive salary range from $130,000 to $215,000 depending on qualifications.