M&A Tax & Partnership Modeling Lead

Baker Tilly US; Napa (CA); On-site; USD 130,000 - 215,000; Full time

Job summary

A leading advisory and tax firm in California is looking for a Mid-Senior level professional for client and engagement management. This full-time position involves financial modeling, tax strategy analysis, and providing exceptional client service. Candidates must possess a CPA or JD/LLM with over 5 years of experience in a professional services environment. The role offers a compensation range of $130,000 to $215,000, influenced by qualifications and location.

Qualifications

• 5+ years of work related experience in a mid to large size professional services firm.
• Certified Public Accountant (CPA) or JD/LLM required.
• Experience in tax due diligence and deal structuring.

Responsibilities

• Interact directly with Partners on client and engagement management.
• Model financial transactions for valuation and negotiation.
• Prepare detailed memoranda and presentations for clients.
• Assist with tax aspects of merger agreements.

Skills

Analytical skills

Problem-solving

Project management

Communication skills

Microsoft Suite

Client service

Education

Bachelor's degree in Finance, Accounting or related field

Graduate degree

Job description

A leading advisory and tax firm in California is looking for a Mid-Senior level professional for client and engagement management. This full-time position involves financial modeling, tax strategy analysis, and providing exceptional client service. Candidates must possess a CPA or JD/LLM with over 5 years of experience in a professional services environment. The role offers a compensation range of $130,000 to $215,000, influenced by qualifications and location.