M&A Tax Senior Consultant - Partnership Consulting and Modeling

Baker Tilly US; Phoenix (AZ); On-site; USD 91,000 - 145,000; Full time

Job summary

Baker Tilly US is expanding its Transaction Services Tax team and seeks a Manager to develop and deliver advisory services for a diverse client base, including private equity and corporate clients. This role offers exposure to valuation, structuring, due diligence, and post-acquisition planning within a broad industry mix.

The position requires CPA or JD/LLM credentials, 2+ years in a professional services firm, and strong communication and analytical skills.

Qualifications

• 2+ years of work experience in a mid to large-size professional services firm.
• Tax due diligence, deal structuring and post-acquisition planning experience.
• Strong written and verbal communication skills; client service oriented.
• Demonstrated analytical, problem-solving, and project management abilities.

Responsibilities

• Interact directly with Partners on client and engagement management.
• Model financial transactions for valuation, structuring, and negotiation.
• Prepare memoranda and presentations on client attributes and industries.
• Assist in review and analysis of tax aspects of acquisitions and restructures.
• Identify tax risks and opportunities; advise on tax strategies.
• Review tax computations in financial models and assist in analysis.
• Data gathering, document review and reporting.
• Due diligence for buy-side and sell-side transactions.
• Support transaction structuring for tax and accounting issues.
• Provide negotiation support and client communication to ensure service quality.

Skills

Analytical skills

Problem solving

Interpersonal skills

Project management

Written communication

Client service

Team collaboration

Microsoft Office

Education

Bachelor's degree in finance or accounting or related field

CPA or JD/LLM

Tools

Microsoft Office

Job description

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Please visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e‑mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency (\"search firm\") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly’s Talent Attraction team, to submit candidates for review via our applicant tracking system.

Responsibilities

Job Description: At Baker Tilly, we invest in our people. We believe in continuous learning and development and have a number of programs to ensure the success of our people. As we continue to grow our Transaction Services practice, we are seeking to add a Manager to our Transaction Services Tax team in any of our offices. In this role, you will be developing and implementing transaction advisory services to our clients to meet their complex financial needs. Open to location. Our clients include privately held and publicly traded companies, private equity funds, mezzanine funds, banks, and business development companies. This multi-faceted client base allows us to provide our staff with a variety of opportunities across numerous industries, and a constant flow of challenging and meaningful work.

• 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

Qualifications

• Bachelor's degree in finance, Accounting or related field required; or a graduate degree and 2 years of related work experience.
• 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
• Demonstrated analytical, problem-solving, organization, interpersonal, project management, communication skills, and highly developed Microsoft Suite skills required.
• Strong written communication skills
• Ability to provide exceptional client service, demonstrate commitment to continuous learning, display appropriate ethical knowledge and commitment and exhibit a sense of urgency and commitment to quality and the timely completion of duties

The pay rate range for this job position is $91,000 to $145,350. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.