M&A Tax & Transaction Advisory Manager

Baker Tilly Advisory Group, LP; Seattle (WA); On-site; USD 130,000 - 215,000; Full time

Job summary

Baker Tilly Advisory Group, LP in Seattle seeks a Manager to join the Transaction Services Tax team, developing and implementing transaction advisory services to meet complex financial needs.

You will interact with Partners, model financial transactions for valuation and structuring, and prepare detailed memoranda describing client attributes for engagements. This role emphasizes tax due diligence, risk assessment and client service within a global network.

Qualifications

• Bachelor's degree in finance, accounting or related field required.
• CPA or JD/LLM required.
• 5+ years of work experience in a mid to large size professional services firm.

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

Analytical skills

Written communication

Project management

Microsoft Office

Education

Bachelor's degree in finance, accounting or related field

Tools

Microsoft Office Suite

Job description

Baker Tilly Advisory Group, LP in Seattle seeks a Manager to join the Transaction Services Tax team, developing and implementing transaction advisory services to meet complex financial needs.

You will interact with Partners, model financial transactions for valuation and structuring, and prepare detailed memoranda describing client attributes for engagements. This role emphasizes tax due diligence, risk assessment and client service within a global network.