M&A Tax & Partnership Modeling Manager

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

Job summary

A leading advisory and tax firm in California is seeking a professional to manage client interactions, model financial transactions, and conduct tax due diligence. The ideal candidate will have a Bachelor's degree in finance or accounting, over 5 years of experience in a professional services firm, and a CPA. Responsibilities include preparing client presentations, conducting research, and ensuring exceptional service delivery. The role offers a salary range of $130,000 to $215,000, depending on qualifications and experience.

Qualifications

• 5+ years of work related experience in a mid to large size professional services firm.
• Tax due diligence, deal structuring, and post-acquisition planning experience.
• Strong written communication skills required.

Responsibilities

• Interact directly with Partners on client and engagement management.
• Model financial transactions for valuation and negotiation.
• Prepare detailed memoranda and presentations for clients.

Skills

Analytical skills

Problem-solving skills

Interpersonal skills

Project management skills

Communication skills

Microsoft Suite proficiency

Education

Bachelor's degree in finance, Accounting or related field

Certified Public Accountant (CPA)

Graduate degree (optional)

Job description

A leading advisory and tax firm in California is seeking a professional to manage client interactions, model financial transactions, and conduct tax due diligence. The ideal candidate will have a Bachelor's degree in finance or accounting, over 5 years of experience in a professional services firm, and a CPA. Responsibilities include preparing client presentations, conducting research, and ensuring exceptional service delivery. The role offers a salary range of $130,000 to $215,000, depending on qualifications and experience.