M&A Tax Manager – Transaction Advisory Lead

Baker Tilly Advisory Group, LP; San Jose (CA); On-site; USD 130,000 - 215,000; Full time

Job summary

Baker Tilly Advisory Group, LP, is seeking a Manager for its Transaction Services Tax team in the U.S. The role focuses on delivering transaction advisory services, tax due diligence, structuring, and client management across buy- and sell-side engagements.

Qualified candidates will have CPA or JD/LLM, at least 5+ years in a large professional services firm, and strong analytical, communication, and project-management skills. Open to location with a flexible work approach.

Qualifications

• Bachelor's degree in finance, Accounting or related field required.
• 5+ years of work experience in a mid to large professional services firm.
• CPA or JD/LLM required.
• Tax due diligence, deal structuring and post-acquisition planning experience.
• Strong written communication and client service 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
• 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

Problem-solving

Organization

Interpersonal

Project management

Communication

Education

Bachelor's degree in finance, Accounting or related field

CPA or JD/LLM

Tools

Microsoft Office

Job description

Baker Tilly Advisory Group, LP, is seeking a Manager for its Transaction Services Tax team in the U.S. The role focuses on delivering transaction advisory services, tax due diligence, structuring, and client management across buy- and sell-side engagements.

Qualified candidates will have CPA or JD/LLM, at least 5+ years in a large professional services firm, and strong analytical, communication, and project-management skills. Open to location with a flexible work approach.