M&A Tax Strategy Lead

Baker Tilly Advisory Group, LP; San Jose (CA); On-site; USD 113,000 - 262,000; Full time

Job summary

Baker Tilly Advisory Group, LP in the United States is seeking an experienced professional to lead M&A tax services engagements, advising owners and investors on buy-side and sell-side transactions, tax diligence, structuring and modeling.

The role requires a Bachelor's in accounting or related field, a CPA or attorney, 8+ years of related experience, supervisory ability, and a willingness to travel. This position emphasizes leadership, client relationships, and cross-functional collaboration.

Qualifications

• Bachelor's degree in accounting or related field required.
• Master's degree in Taxation or JD with LLM in taxation preferred.
• CPA and/or licensed attorney required.
• Minimum of 8 years of related experience; public accounting or law firm experience 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

Analytical skills

Presentation skills

Communication skills

Interpersonal skills

Education

Bachelor's degree in accounting or related field

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

Tools

Microsoft Excel

Job description

Baker Tilly Advisory Group, LP in the United States is seeking an experienced professional to lead M&A tax services engagements, advising owners and investors on buy-side and sell-side transactions, tax diligence, structuring and modeling.

The role requires a Bachelor's in accounting or related field, a CPA or attorney, 8+ years of related experience, supervisory ability, and a willingness to travel. This position emphasizes leadership, client relationships, and cross-functional collaboration.