Manager, M&A Tax Advisory — Transactions & Due Diligence

Baker Tilly US; Tacoma (WA); On-site; USD 66,000 - 182,000; Full time

Job summary

Baker Tilly US is seeking a Manager to join its M&A Tax team in any of our offices. You will develop and implement transaction advisory services for clients, including private equity, banks and BDCs, with opportunities across industries.

The role requires CPA or JD/LLM, 5+ years of experience in a mid-to-large professional services firm, and strong analytical and client service skills. Open to location and a competitive compensation package is offered.

Qualifications

• Bachelor's degree in finance, Accounting or related field required; or a graduate degree and 4 years of related work experience.
• Demonstrated analytical, problem-solving, organization, interpersonal, project management, communication skills, and highly developed Microsoft Suite skills required.
• Strong written communication skills

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 thinking

Communication skills

Problem solving

Education

Bachelor's degree in finance or accounting

Tools

Microsoft Excel

MS Office

Job description

Baker Tilly US is seeking a Manager to join its M&A Tax team in any of our offices. You will develop and implement transaction advisory services for clients, including private equity, banks and BDCs, with opportunities across industries.

The role requires CPA or JD/LLM, 5+ years of experience in a mid-to-large professional services firm, and strong analytical and client service skills. Open to location and a competitive compensation package is offered.