M&A Tax Strategy Lead - Senior Manager

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

Job summary

Baker Tilly US, LLP in Miami seeks a seasoned Mergers and Acquisitions tax professional to lead complex tax due diligence, tax structuring and modeling for middle-market transactions. You will guide a team and coordinate with multiple practice areas to deliver high-impact insights and transactions.

The role requires 8+ years of related experience, CPA and/or licensed attorney status, and a willingness to travel to client locations.

Qualifications

• Bachelor's degree in accounting or related field is 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.
• Experience leading M&A tax services engagement teams at a large national firm preferred.

Responsibilities

• Engagement management with clients includes routinely working with c-suite executives to perform financial due diligence on middle-market companies.
• Work with private equity firms, strategic clients and investment banks for 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 deliverables, and supervising team members.
• Coordinate services with other practice areas of the firm.
• Build relationships with existing clients and participate in networking and business development.
• Provide leadership and supervision to Staff, Seniors and Managers.

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 in Miami seeks a seasoned Mergers and Acquisitions tax professional to lead complex tax due diligence, tax structuring and modeling for middle-market transactions. You will guide a team and coordinate with multiple practice areas to deliver high-impact insights and transactions.

The role requires 8+ years of related experience, CPA and/or licensed attorney status, and a willingness to travel to client locations.