M&A Tax & Partnership Modeling Manager

Baker Tilly US; Rancho Cordova (CA); Hybrid; USD 130,000 - 215,000; Full time

Job summary

A leading advisory firm is seeking experienced professionals to provide client engagement management and financial modeling. Candidates should have over 5 years of relevant experience, a CPA or law degree, and strong analytical skills. The role involves tax due diligence, deal structuring, and assisting with financial projections. The position offers a competitive salary range of $130,000 to $215,000, and a commitment to exceptional client service is essential.

Qualifications

• 5+ years of work-related experience in a professional services firm.
• Certified Public Accountant CPA or JD/LLM required.
• Experience with tax due diligence and deal structuring.

Responsibilities

• Interact directly with Partners on client management matters.
• Prepare detailed memoranda and presentations for clients.
• Review and advise on tax computations in financial models.

Skills

Analytical skills

Problem-solving

Interpersonal skills

Project management

Communication skills

Microsoft Suite

Written communication

Education

Bachelor's degree in finance, Accounting or related field

Graduate degree and 4 years of related work experience

Job description

A leading advisory firm is seeking experienced professionals to provide client engagement management and financial modeling. Candidates should have over 5 years of relevant experience, a CPA or law degree, and strong analytical skills. The role involves tax due diligence, deal structuring, and assisting with financial projections. The position offers a competitive salary range of $130,000 to $215,000, and a commitment to exceptional client service is essential.