M&A Tax Senior Consultant — Deal Structuring & Due Diligence

Baker Tilly US; Santa Rosa (CA); On-site; USD 91,000 - 145,000; Full time

Job summary

Baker Tilly US, a leading advisory, tax and assurance firm, seeks a Manager for the Transaction Services Tax team. You will develop and implement transaction advisory services for a diversified client base including private equity funds and banks.

Open to location, you will interact with partners, model financial transactions, and prepare detailed analyses. The role requires CPA or JD/LLM and 2+ years in a professional services setting.

Qualifications

• Bachelor's degree in finance, accounting or related field required.
• 2+ years of work-related experience in a mid to large-size professional services firm.
• Certified Public Accountant CPA or JD/LLM required.
• Tax due diligence, deal structuring and post-acquisition planning experience and/or inbound and outbound transaction consulting with international tax research, planning and compliance experience
• Strong written communication skills.

Responsibilities

• Interact directly with Partners on matters related to client and engagement management.
• Modeling financial transactions to be used in valuation, structuring and negotiation.
• Prepare detailed memoranda and presentations describing the key attributes of client companies and industries.
• Assist in the review and analysis of the tax aspects of acquisition and merger agreements and draft tax opinion letters and memoranda.
• Identify and analyze tax risks and opportunities while advising on alternative tax strategies for acquisition, disposition and restructuring of businesses.
• Review, assess and advise clients regarding tax computations reflected in their financial models; and assist clients in the quantitative and qualitative analysis of the tax data in their financial projections for the transaction.
• Data gathering, document review and preparation of reports.
• Research & financial analysis of target companies.
• Due diligence for both buy side and sell side transactions.
• Transaction structuring for tax and accounting issues.
• Negotiation support.
• Communication with business owners to ensure delivery of exceptional client service.
• Participate in various marketing and recruiting activities of the firm.

Skills

Analytical skills

Microsoft Suite

Written communication

Education

Bachelor's degree in finance, Accounting or related field

Graduate degree and 2 years of related work experience

Tools

Microsoft Excel

Job description

Baker Tilly US, a leading advisory, tax and assurance firm, seeks a Manager for the Transaction Services Tax team. You will develop and implement transaction advisory services for a diversified client base including private equity funds and banks.

Open to location, you will interact with partners, model financial transactions, and prepare detailed analyses. The role requires CPA or JD/LLM and 2+ years in a professional services setting.