M&A Tax Senior Consultant — Transaction Advisory

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

Job summary

Baker Tilly US, a leading advisory, tax and assurance firm, is growing its Transaction Services Tax practice and seeking a Manager to lead transaction advisory engagements. This role offers exposure to private equity, corporate, and cross-border deals with a broad client base.

Open to location within the United States, the position requires strong technical tax due diligence, deal structuring and communication skills, with a track record in mid-to-large professional services firms.

Qualifications

• Bachelor's degree in finance, accounting or related field; or graduate degree with 2 years of work experience.
• CPA or JD/LLM required.
• 2+ years of work-related experience in a mid to large-size professional services firm.
• 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.

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

Problem solving

Communication skills

Microsoft Office

Project management

Education

Bachelor's degree in finance/accounting

CPA or JD/LLM

Tools

Microsoft Suite

Job description

Baker Tilly US, a leading advisory, tax and assurance firm, is growing its Transaction Services Tax practice and seeking a Manager to lead transaction advisory engagements. This role offers exposure to private equity, corporate, and cross-border deals with a broad client base.

Open to location within the United States, the position requires strong technical tax due diligence, deal structuring and communication skills, with a track record in mid-to-large professional services firms.