M&A Tax Strategy Leader for Deals & Structuring

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

Job summary

Baker Tilly Advisory Group, LP in the United States is seeking a seasoned M&A Tax Services leader to guide engagements with middle-market clients, coordinate tax due diligence, and provide tax structuring and modeling support. The role involves leading engagement teams, working with private equity and investment banks, and developing new business while maintaining client relationships.

Travel to client locations is expected.

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
• Minimum of 8 years of related experience
• CPA and/or licensed attorney required
• Previous experience in tax due diligence and merger and acquisitions tax consulting preferred
• Proven experience leading M&A tax services engagement teams at a large national professional services firm preferred
• Proven market facing skills required to develop new business and sustain existing excellent client relationships
• Minimum of 4 years of supervisory and training experience
• Proven experience managing multiple client engagements
• Strong project management and organizational skills
• Excellent Microsoft Excel skills
• Strong analytical, presentation and marketing skills required
• Excellent interpersonal and verbal & written communication skills
• Must be willing and able to travel to client locations

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

Client relationship management

Project management

Communication skills

Microsoft Excel

Marketing skills

Travel willingness

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 a seasoned M&A Tax Services leader to guide engagements with middle-market clients, coordinate tax due diligence, and provide tax structuring and modeling support. The role involves leading engagement teams, working with private equity and investment banks, and developing new business while maintaining client relationships.

Travel to client locations is expected.