Manager, M&A Tax Consulting

Baker Tilly Advisory Group, LP; Irvine (CA); On-site; USD 66,000 - 182,000; Full time

Job summary

Baker Tilly is seeking a Manager to join its expanding M&A Tax team in the United States. You will develop and implement transaction advisory services for privately held and publicly traded clients, including private equity funds and banks.

Open to location. Responsibilities include interacting with Partners, modeling transactions, preparing memoranda and presentations, performing tax due diligence, and supporting negotiation and client service.

Qualifications

• Bachelor's degree in finance or accounting required; graduate degree with 4+ years experience acceptable.
• CPA or JD/LLM required.
• 5+ years in mid-to-large professional services firm.
• Strong analytical, problem-solving, organization, interpersonal and communication skills; MS Office proficiency.
• Experience in tax due diligence, deal structuring and post-acquisition planning; tax research.

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 tax aspects of acquisition and merger agreements; draft tax opinions.
• Identify tax risks and advise on strategies for acquisition and restructuring.
• Review tax computations in financial models and assist in tax data analysis.
• Data gathering, document review and reports.
• Due diligence for buy-side and sell-side transactions.
• Transaction structuring for tax and accounting issues.
• Negotiation support and client communications.
• Participate in marketing and recruiting activities.

Skills

Financial modeling

Client service

Analytical skills

Communication

Project management

Education

Bachelor's degree in finance or accounting

CPA or JD/LLM

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Job description

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. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. 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. In order to be an authorized recruitment agency (“search firm”) for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly’s Talent Attraction team, to submit candidates for review via our applicant tracking system.

Job Description

At Baker Tilly, we invest in our people. We believe in continuous learning and development and have a number of programs to ensure the success of our people. As we continue to grow our M&A Tax practice, we are seeking to add a Manager to our M&A Tax team in any of our offices. In this role, you will be developing and implementing transaction advisory services to our clients to meet their complex financial needs. Open to location. Our clients include privately held and publicly traded companies, private equity funds, mezzanine funds, banks, and business development companies. This multi-faceted client base allows us to provide our staff with a variety of opportunities across numerous industries, and a constant flow of challenging and meaningful work.

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 merge 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.

Compensation

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.

Benefits

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

Accommodations

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.

Company Overview (Duplicate)

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. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. 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. In order to be an authorized recruitment agency (“search firm”) for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly’s Talent Attraction team, to submit candidates for review via our applicant tracking system.