M&A Tax Strategy Lead — Deals & Leadership

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

Job summary

Baker Tilly US, LLP is seeking a senior professional to lead M&A tax engagements, including due diligence, structuring and consulting for buy-side and sell-side transactions. You will guide teams and coordinate cross‑practice collaboration with private equity and investment banking clients.

The role requires a strong background in tax, deal execution, and client development, with travel to client sites as needed.

Qualifications

• Bachelor's degree in accounting or related field required.
• CPA and/or licensed attorney preferred.
• 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.
• Collaborate with private equity firms, strategic clients and investment banks to perform buy-side and sell-side due diligence and other M&A tax activities.
• Responsible for all aspects of deal execution including sourcing and managing client relationships, analysis and delivery of client deliverables.
• Coordinate services with other practice areas of the firm as needed.
• Build relationships with existing clients, including involvement in networking and business development activities.
• Provide leadership and supervision to staff and managers.

Skills

Engagement management

Client relationships

M&A tax

Tax due diligence

Leadership

Project management

Communication

Education

Bachelor's degree in accounting or related field

Master’s in Taxation or JD with LLM in taxation

Tools

Microsoft Excel

Job description

Baker Tilly US, LLP is seeking a senior professional to lead M&A tax engagements, including due diligence, structuring and consulting for buy-side and sell-side transactions. You will guide teams and coordinate cross‑practice collaboration with private equity and investment banking clients.

The role requires a strong background in tax, deal execution, and client development, with travel to client sites as needed.