M&A Tax Manager – Transaction Advisory

Baker Tilly Advisory Group, LP; Medford (OR); On-site; USD 130,000 - 215,000; Full time

Job summary

Baker Tilly Advisory Group, LP is seeking a Manager to join its Transaction Services Tax team. You will develop and implement transaction advisory services for clients with complex financial needs and work directly with Partners across offices. Open to location.

The role requires a CPA or JD/LLM and 5+ years in a mid to large professional services firm, with strong analytical, communication and project management skills. This is a growth-focused opportunity in a leading advisory 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.
• CPA or JD/LLM required.
• Tax due diligence, deal structuring and post-acquisition planning experience and/or 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.

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.
• 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

Interpersonal

Project management

Communication

Microsoft Office

Education

Bachelor's degree in finance/Accounting

Graduate degree (JD/LLM or related)

Tools

Microsoft Excel

MS Office Suite

Job description

Baker Tilly Advisory Group, LP is seeking a Manager to join its Transaction Services Tax team. You will develop and implement transaction advisory services for clients with complex financial needs and work directly with Partners across offices. Open to location.

The role requires a CPA or JD/LLM and 5+ years in a mid to large professional services firm, with strong analytical, communication and project management skills. This is a growth-focused opportunity in a leading advisory firm.