M&A Tax Strategy & Due Diligence Lead

Baker Tilly US; San Diego (CA); On-site; USD 113,000 - 262,000; Full time

Job summary

Baker Tilly US, LLP is seeking an experienced M&A tax professional to lead and execute due diligence, tax structuring and advisory work for middle-market clients. You will collaborate with buy-side/sell-side teams, private equity and investment banks, ensuring high-quality deliverables and client satisfaction.

The role requires a strong background in taxation, leadership skills, and a track record of managing multiple engagements, with willingness to travel to client locations as needed.

Qualifications

• Bachelor's degree in accounting or related field required.
• Master’s degree in Taxation or JD with LLM in taxation preferred.
• Minimum of 8 years of related experience.
• CPA and/or licensed attorney required.
• Previous experience in tax due diligence and M&A tax consulting preferred.

Responsibilities

• Engagement management with clients includes routinely working directly with c-suite executives to perform financial due diligence on middle-market companies in a variety of industries.
• Work alongside private equity firms, strategic clients and investment banks to perform buy-side and sell-side due diligence as well as other M&A tax activities.
• Responsible for all aspects of deal execution including sourcing and managing client relationships, analysis and execution of client deliverables and coaching and managing other team members.
• Coordinate services as needed with other practice areas of the firm.
• Build relationships with existing clients, including involvement in networking and business development activities.
• Provide both leadership and supervision to Staff, Seniors and Managers.

Skills

Leadership

Client relationships

Project management

Analytical skills

Communication skills

Willingness to travel

Education

Bachelor's degree in accounting

Master's degree in Taxation or JD with LLM in taxation

CPA or licensed attorney

Tools

Microsoft Excel

Job description

Baker Tilly US, LLP is seeking an experienced M&A tax professional to lead and execute due diligence, tax structuring and advisory work for middle-market clients. You will collaborate with buy-side/sell-side teams, private equity and investment banks, ensuring high-quality deliverables and client satisfaction.

The role requires a strong background in taxation, leadership skills, and a track record of managing multiple engagements, with willingness to travel to client locations as needed.