M&A Tax Manager — Transaction Services

Baker Tilly Advisory Group, LP; Houston (TX); On-site; USD 91,000 - 145,000; Full time

Job summary

Baker Tilly Advisory Group, LP is seeking a Manager in Transaction Services Tax to develop and implement advisory services for complex financial needs. Open to location, serving private and public companies, PE funds, banks, and BDCs. Great opportunity to work with Partners and lead engagement management.

The role emphasizes tax due diligence, structuring, and risk assessment across transactions, with a focus on delivering exceptional client service and growth within the firm.

Qualifications

• Bachelor's degree in finance or accounting, or related field.
• CPA or JD/LLM required.
• 2+ years of work experience in a mid to large professional services firm.
• Strong analytical, problem-solving and communication skills; MS Office proficiency.

Responsibilities

• Interact directly with Partners on client and engagement matters.
• Model financial transactions for valuation, structuring and negotiation.
• Prepare memoranda and presentations describing client attributes and industries.
• Review tax aspects of acquisitions and merger agreements; draft tax opinions/memoranda.
• Identify tax risks and opportunities; advise on alternative tax strategies.
• Review tax computations in financial models and analyze tax data.

Skills

Financial analysis

Deal structuring

Tax due diligence

Client communication

Education

Bachelor's degree in Finance/Accounting

CPA credential

JD/LLM

Tools

Microsoft Excel

PowerPoint

Microsoft Word

Job description

Baker Tilly Advisory Group, LP is seeking a Manager in Transaction Services Tax to develop and implement advisory services for complex financial needs. Open to location, serving private and public companies, PE funds, banks, and BDCs. Great opportunity to work with Partners and lead engagement management.

The role emphasizes tax due diligence, structuring, and risk assessment across transactions, with a focus on delivering exceptional client service and growth within the firm.