Senior Consultant, Mergers & Acquisitions (M&A) Tax

Baker Tilly US; San Jose (CA); On-site; USD 84,000 - 164,000; Full time

Benefits offered by this job

Comprehensive benefits package

Job summary

Baker Tilly US is seeking a Mergers and Acquisitions professional in San Jose, California. The role involves assisting in client engagements and conducting financial due diligence in various industries. Candidates should hold a Bachelor's degree in accounting and possess strong analytical, project management, and Microsoft Excel skills.

The position offers a salary range of $84,000 to $164,000 and encompasses a comprehensive benefits package.

Qualifications

• 2+ years of related experience, preferably in public accounting or law firm.
• Ability to analyze complex business situations.
• Strong project management and organizational skills.

Responsibilities

• Assist Managers and Partners in engagement management.
• Work with client leaders and private equity firms.
• Conduct analytical reviews and prepare findings.

Skills

Analytical skills

Microsoft Excel

Project management

Interpersonal skills

Presentation skills

Education

Bachelor's degree in accounting or related field

Master’s in Taxation or JD with LLM in taxation

CPA or licensed attorney

Job description

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a 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 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.

Introduction to the team

Our Mergers and Acquisitions practice works with owners and investors to help structure transactions, ease their tax burden and quantify tax exposures in a wide range of business transactions, including buy-side and sell-side, restructuring, taxable and tax-free transactions. We provide our clients with tax due diligence, tax structuring, quantitative tax modeling services, transaction agreement review and consultation and tax technical support.

Responsibilities

• Assist Managers and Partners in engagement management of clients, conducting financial due diligence on middle-market companies in a variety of industries
• Work directly with client leaders and alongside private equity firms, strategic clients and investment banks to perform buy-side and sell-side due diligence as well as other M&A tax activities
• Conduct analytical reviews of data and prepare findings
• Create draft reports for management review
• Research issues that arise during the course of engagement
• Build relationships with existing clients, including involvement in networking and business development activities
• Provide both leadership and supervision to Staff

Qualifications

• Bachelor's degree with a major in accounting or related field required
• Master’s degree in Taxation or JD with LLM in taxation preferred
• CPA or licensed attorney preferred. If not a CPA or licensed attorney, must meet educational requirements to obtain CPA or attorney license in state of employment upon hire
• Minimum of 2 years of related experience required preferably with a public accounting firm or law firm
• Previous experience in tax due diligence and merger and acquisitions tax consulting preferred
• Must have the ability to analyze complex business and transaction situations
• Must have the ability to work on multiple engagements simultaneously and learn new business quickly
• Strong project management and organizational skills
• Strong Microsoft Excel skills
• Strong presentation skills and marketing abilities are required
• Excellent interpersonal and verbal & written communication skills
• Must be willing and able to travel to client locations up to 50%

The pay rate range for this job position is $84,000 to $164,000. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.