M&A Tax & Partnership Modeling Manager

Baker Tilly US; Irvine (CA); In loco; USD 130.000 - 215.000; Tempo pieno

Descrizione del lavoro

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.

Competenze

• 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.

Mansioni

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

Conoscenze

Analytical skills

Problem-solving skills

Interpersonal skills

Project management skills

Communication skills

Microsoft Suite proficiency

Formazione

Bachelor's degree in finance, Accounting or related field

Certified Public Accountant (CPA)

Graduate degree (optional)

Descrizione del lavoro

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.