M&A Tax Strategy Manager

Baker Tilly Advisory Group, LP; Rancho Cordova (CA); On-site; USD 130,000 - 215,000; Full time

Job summary

Baker Tilly Advisory Group, LP is seeking a Manager for Transaction Services Tax to lead complex tax advisory work for buy- and sell-side engagements across client companies. You will interact with partners, build financial models for valuation and structuring, and prepare detailed reports and tax opinions.

The role requires CPA or JD/LLM, 5+ years in a professional services firm, and strong MS Office and communication skills.

Qualifications

• Bachelor's degree in finance, Accounting or related field required; or a graduate degree and 4 years of related work experience.
• CPA or JD/LLM required.
• Tax due diligence, deal structuring and post-acquisition planning experience and/or inbound and outbound transaction consulting with international tax research, planning and compliance experience.
• Demonstrated analytical, problem-solving, organization, interpersonal, project management, communication skills, and highly developed Microsoft Suite skills required.

Responsibilities

• Interact directly with Partners on matters related to client and engagement management.
• Modeling financial transactions to be used in valuation, structuring and negotiation.
• Prepare detailed memoranda and presentations describing the key attributes of client companies and industries.
• Assist in the review and analysis of the tax aspects of acquisition and merger agreements and draft tax opinion letters and memoranda.
• Identify and analyze tax risks and opportunities while advising on alternative tax strategies for acquisition, disposition and restructuring of businesses.
• Review, assess and advise clients regarding tax computations reflected in their financial models; and assist clients in the quantitative and qualitative analysis of the tax data in their financial projections for the transaction.
• Data gathering, document review and preparation of reports.
• Research & financial analysis of target companies.
• Due diligence for both buy side and sell side transactions.
• Transaction structuring for tax and accounting issues.
• Negotiation support
• Communication with business owners to ensure delivery of exceptional client service
• Participate in various marketing and recruiting activities of the firm

Skills

CPA/JD

Tax due diligence

Deal structuring

Post-acquisition planning

International tax

Communication

Microsoft Office

Education

Bachelor's degree in finance, accounting or related field

Graduate degree and 4 years experience

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Financial modeling software

Job description

Baker Tilly Advisory Group, LP is seeking a Manager for Transaction Services Tax to lead complex tax advisory work for buy- and sell-side engagements across client companies. You will interact with partners, build financial models for valuation and structuring, and prepare detailed reports and tax opinions.

The role requires CPA or JD/LLM, 5+ years in a professional services firm, and strong MS Office and communication skills.