M&A Transaction Tax Manager

Baker Tilly Advisory Group, LP; Santa Rosa (CA); On-site; USD 91,000 - 145,000; Full time

Job summary

Baker Tilly Advisory Group, LP seeks a Manager for Transaction Services Tax to lead advisory work for buy- and sell-side transactions across multiple offices. You will collaborate with Partners, model financial structures, and prepare client-focused tax analyses.

The role requires CPA or JD/LLM, 2+ years in a professional services firm, and strong communication and analytical skills. The pay range is $91,000 to $145,350 with a comprehensive benefits package.

Qualifications

• Bachelor's degree in finance, accounting or related field; graduate degree acceptable with 2 years of related work experience.
• CPA or JD/LLM required.
• Strong 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

Microsoft Suite

Client communication

Analytical/problem solving

Education

Bachelor's degree in finance or accounting

CPA or JD/LLM

Tools

Microsoft Excel

Microsoft Word

Job description

Baker Tilly Advisory Group, LP seeks a Manager for Transaction Services Tax to lead advisory work for buy- and sell-side transactions across multiple offices. You will collaborate with Partners, model financial structures, and prepare client-focused tax analyses.

The role requires CPA or JD/LLM, 2+ years in a professional services firm, and strong communication and analytical skills. The pay range is $91,000 to $145,350 with a comprehensive benefits package.