M&A Tax Strategy Manager

Baker Tilly US; Tewksbury (MA); Hybrid; USD 66,000 - 182,000; Full time

Job summary

Baker Tilly US is seeking a Manager to join the M&A Tax team across offices. You will develop and implement transaction advisory services to meet client needs, with open to location.

Our diverse client base includes privately held and publicly traded companies, PE funds, and banks. The role emphasizes tax due diligence, deal structuring, and post-acquisition planning, with growth across industries and meaningful client service.

Qualifications

• Bachelor's degree in finance, accounting or related field; or a graduate degree and 4 years of related work experience.
• 5+ years of work related experience in a mid to large size professional services firm
• 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.
• Strong written communication skills
• Ability to provide exceptional client service, demonstrate commitment to continuous learning, display appropriate ethical knowledge and commitment and exhibit a sense of urgency and commitment to quality and the timely completion of duties.

Responsibilities

• Interact directly with Partners on client and engagement management
• Model financial transactions for valuation, structuring and negotiation
• Prepare memoranda and presentations describing client attributes and industries
• Assist in the review and analysis of tax aspects of acquisition and merger agreements and draft tax opinions
• Identify and analyze tax risks and opportunities while advising on alternative tax strategies
• Review and advise on tax computations in financial models and assist in tax data analysis
• Data gathering, document review and preparation of reports
• Research and financial analysis of target companies
• Due diligence for buy side and sell side transactions
• Transaction structuring for tax and accounting issues
• Negotiation support with clients
• Participate in marketing and recruiting activities of the firm

Skills

Analytical skills

Written communication

Project management

Interpersonal skills

Microsoft Office

Education

Bachelor's degree in finance or accounting or related field

Graduate degree + 4 years of related experience

Tools

Microsoft Excel

PowerPoint

Job description

Baker Tilly US is seeking a Manager to join the M&A Tax team across offices. You will develop and implement transaction advisory services to meet client needs, with open to location.

Our diverse client base includes privately held and publicly traded companies, PE funds, and banks. The role emphasizes tax due diligence, deal structuring, and post-acquisition planning, with growth across industries and meaningful client service.