M&A Tax & Partnership Modeling Manager

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

Job summary

A leading advisory firm in San Francisco is seeking a professional to engage with clients on financial transactions, tax risks, and advisory services. The ideal candidate should possess a Bachelor's degree, CPA or JD/LLM, and have 5+ years of experience in a professional services firm. Responsibilities include modeling transactions, reviewing tax agreements, and conducting due diligence. The role offers competitive compensation of $130,000 to $215,000, influenced by experience and qualifications.

Qualifications

• 5+ years of work experience in a mid- to large-size professional services firm.
• Experience in tax due diligence, deal structuring and post-acquisition planning.
• Ability to provide exceptional client service and commit to quality.

Responsibilities

• Interact directly with Partners on client management matters.
• Model financial transactions for valuation and negotiation.
• Prepare presentations describing key attributes of client companies.
• Review tax aspects of acquisition agreements and draft opinions.
• Identify tax risks and advise on alternative tax strategies.
• Perform due diligence for buy-side and sell-side transactions.

Skills

Analytical skills

Problem-solving skills

Organizational skills

Interpersonal skills

Project management skills

Communication skills

Education

Bachelor’s degree in finance, accounting or related field

Certified Public Accountant (CPA) or JD/LLM

Graduate degree with 4 years of experience

Tools

Microsoft Suite

Job description

A leading advisory firm in San Francisco is seeking a professional to engage with clients on financial transactions, tax risks, and advisory services. The ideal candidate should possess a Bachelor's degree, CPA or JD/LLM, and have 5+ years of experience in a professional services firm. Responsibilities include modeling transactions, reviewing tax agreements, and conducting due diligence. The role offers competitive compensation of $130,000 to $215,000, influenced by experience and qualifications.