M&A Tax Manager - Transaction Advisory Leader

Baker Tilly Advisory Group, LP; Irvine (CA); On-site; USD 66,000 - 182,000; Full time

Job summary

Baker Tilly is seeking a Manager to join its expanding M&A Tax team in the United States. You will develop and implement transaction advisory services for privately held and publicly traded clients, including private equity funds and banks.

Open to location. Responsibilities include interacting with Partners, modeling transactions, preparing memoranda and presentations, performing tax due diligence, and supporting negotiation and client service.

Qualifications

• Bachelor's degree in finance or accounting required; graduate degree with 4+ years experience acceptable.
• CPA or JD/LLM required.
• 5+ years in mid-to-large professional services firm.
• Strong analytical, problem-solving, organization, interpersonal and communication skills; MS Office proficiency.
• Experience in tax due diligence, deal structuring and post-acquisition planning; tax research.

Responsibilities

• Interact directly with Partners on client and engagement management.
• Model financial transactions for valuation, structuring and negotiation.
• Prepare memoranda and presentations describing client attributes and industries.
• Assist in tax aspects of acquisition and merger agreements; draft tax opinions.
• Identify tax risks and advise on strategies for acquisition and restructuring.
• Review tax computations in financial models and assist in tax data analysis.
• Data gathering, document review and reports.
• Due diligence for buy-side and sell-side transactions.
• Transaction structuring for tax and accounting issues.
• Negotiation support and client communications.
• Participate in marketing and recruiting activities.

Skills

Financial modeling

Client service

Analytical skills

Communication

Project management

Education

Bachelor's degree in finance or accounting

CPA or JD/LLM

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Job description

Baker Tilly is seeking a Manager to join its expanding M&A Tax team in the United States. You will develop and implement transaction advisory services for privately held and publicly traded clients, including private equity funds and banks.

Open to location. Responsibilities include interacting with Partners, modeling transactions, preparing memoranda and presentations, performing tax due diligence, and supporting negotiation and client service.