M&A Tax & Partnership Modeling Manager

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

Job summary

A leading advisory firm in California is seeking an experienced professional to manage client engagements, model financial transactions, and analyze tax strategies. The ideal candidate will have a Bachelor's degree in finance or accounting and 5+ years in a professional services firm. Strong analytical, communication, and Microsoft Suite skills are required. The role offers a competitive salary range of $130,000 to $215,000, depending on experience and qualifications.

Qualifications

• Bachelor's degree or graduate degree with 4 years of related experience.
• 5+ years in a mid to large professional services firm.
• CPA, JD, or LLM certification required.

Responsibilities

• Interact directly with Partners on client management.
• Model financial transactions for valuation and negotiation.
• Prepare detailed memoranda about client companies.

Skills

Analytical skills

Problem-solving skills

Organization skills

Communication skills

Microsoft Suite skills

Education

Bachelor's degree in finance, Accounting or related field

Graduate degree

Job description

A leading advisory firm in California is seeking an experienced professional to manage client engagements, model financial transactions, and analyze tax strategies. The ideal candidate will have a Bachelor's degree in finance or accounting and 5+ years in a professional services firm. Strong analytical, communication, and Microsoft Suite skills are required. The role offers a competitive salary range of $130,000 to $215,000, depending on experience and qualifications.