M&A Tax Manager, Transaction Advisory

Baker Tilly Advisory Group, LP; El Segundo (CA); On-site; USD 91,000 - 145,000; Full time

Job summary

Baker Tilly Advisory Group, LP seeks a Manager for the Transaction Services Tax team. You will develop and implement transaction advisory services for diverse clients, including private equity and corporate entities, across multiple industries.

The role offers open location flexibility, interaction with Partners, and opportunities to lead complex tax diligence and structuring projects while delivering exceptional client service.

Qualifications

• Bachelor's degree in finance, Accounting or related field; or a graduate degree and 2 years of related work experience.
• 2+ years of work-related experience in a mid to large-size professional services firm.
• CPA or JD/LLM required.
• 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 ethical knowledge and commitment.

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

Modeling financial transactions

Tax due diligence

Negotiation support

Client service

Communication

Microsoft Suite

Analytical skills

Education

Bachelor's degree in finance, accounting or related field

Graduate degree and 2 years of related work experience

CPA or JD/LLM

Tools

Microsoft Excel

Job description

Baker Tilly Advisory Group, LP seeks a Manager for the Transaction Services Tax team. You will develop and implement transaction advisory services for diverse clients, including private equity and corporate entities, across multiple industries.

The role offers open location flexibility, interaction with Partners, and opportunities to lead complex tax diligence and structuring projects while delivering exceptional client service.