M&A Tax Senior Consultant — Transaction Advisory

Baker Tilly Advisory Group, LP; Tacoma (WA); Hybrid; USD 91,000 - 145,000; Full time

Job summary

Baker Tilly Advisory Group, LP is seeking a Manager to join the Transaction Services Tax team as we expand our advisory services. You will work with partners and clients, model financial transactions for valuation and structuring, and prepare memoranda and presentations on key company attributes.

Location is flexible within the United States. The role emphasizes tax due diligence, deal structuring, and post-acquisition planning with international experience, strong communication, and project

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.
• Strong written communication skills and ability to deliver exceptional client service.

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.
• Data gathering, document review and preparation of reports.
• Due diligence for buy side and sell side transactions.
• Transaction structuring for tax and accounting issues.
• Negotiation support and client communication.

Skills

Analytical

Problem-solving

Interpersonal skills

Project management

Communication skills

Attention to detail

Education

Bachelor's degree in finance or accounting

CPA or JD/LLM

Tools

Microsoft Excel

Microsoft PowerPoint

MS Word

Job description

Baker Tilly Advisory Group, LP is seeking a Manager to join the Transaction Services Tax team as we expand our advisory services. You will work with partners and clients, model financial transactions for valuation and structuring, and prepare memoranda and presentations on key company attributes.

Location is flexible within the United States. The role emphasizes tax due diligence, deal structuring, and post-acquisition planning with international experience, strong communication, and project