Manager, M&A Tax Consulting

Baker Tilly; Chicago (IL); Presencial; USD 66 000 - 182 000; Tempo integral

Resumo da oferta

Baker Tilly in the United States is seeking an experienced advisor to lead transaction advisory engagements across buy- and sell-side assignments, valuation, and structuring. This role demands strong analytical and client-service skills, with CPA or JD/LLM and 5+ years of professional services experience.

Open to location with a focus on delivering exceptional client service and contributing to market-leading advisory work.

Qualificações

• Bachelor's degree in finance or accounting or related field required.
• 5+ years of work experience in a mid to large professional services firm.
• CPA or JD/LLM required.
• Tax due diligence, deal structuring and post-acquisition planning experience.

Responsabilidades

• Develop and implement transaction advisory services for clients.
• Interact with Partners on client and engagement management.
• Model financial transactions for valuation, structuring and negotiation.
• Prepare memoranda and presentations describing key attributes of client companies.
• Review tax aspects of acquisitions and draft tax opinions.
• Identify tax risks and opportunities in transaction planning.
• Conduct due diligence for buy and sell side transactions.
• Support negotiation and client communication to ensure service quality.

Conhecimentos

Analytical skills

Problem solving

Communication skills

Project management

Microsoft Office

Formação académica

Bachelor's degree in finance or accounting or related field

Graduate degree (MBA/JD/LLM) in related field

Ferramentas

Microsoft Excel

Descrição da oferta de emprego

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees.

Job Description: Responsibilities

• In this role, you will be developing and implementing transaction advisory services to our clients to meet their complex financial needs.
• 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

Qualifications

• Bachelor's degree in finance, Accounting or related field required; 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
• Certified Public Accountant 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.

The pay range for this position is $66,000 to $182,200. This range represents a good‑faith and reasonable estimate of the compensation the firm expects to pay for this position at the time of posting. Actual compensation will depend on a variety of relevant factors, including an applicant’s skills, experience, qualifications, professional certifications, work arrangements, geographic location, and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the range, and compensation decisions depend on the facts and circumstances of each case.

Baker Tilly offers a compensation and benefits package to eligible employees.

Open to location.

If you have a special request or need that requires accommodations to fully participate in interviewing or onboarding, please submit your request using the “Contact Us” feature on our Careers page. A member of our People Solutions team will follow up with you to discuss your specific needs.