M&A Tax Strategy Lead

Baker Tilly US; Tacoma (WA); On-site; USD 113,000 - 262,000; Full time

Job summary

Baker Tilly US, LLP, a leading advisory, tax and assurance firm, seeks a senior professional for its Mergers and Acquisitions tax practice to help owners and investors ease tax burden and quantify exposures across buy-side and sell-side deals. You will lead tax due diligence, tax structuring, modeling, agreement review and tax technical support, supervising staff and coordinating with other firm areas.

Strong leadership, client relationship skills, and travel willingness are essential for

Qualifications

• Bachelor's degree with a major 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.
• Previous experience in tax due diligence and merger and acquisitions 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

Engagement management

Client relationship management

Leadership

Project management

Communication skills

Travel readiness

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 US, LLP, a leading advisory, tax and assurance firm, seeks a senior professional for its Mergers and Acquisitions tax practice to help owners and investors ease tax burden and quantify exposures across buy-side and sell-side deals. You will lead tax due diligence, tax structuring, modeling, agreement review and tax technical support, supervising staff and coordinating with other firm areas.

Strong leadership, client relationship skills, and travel willingness are essential for