Senior M&A Tax Advisory & Strategy

Baker Tilly Advisory Group, LP; Overland Park (KS); On-site; USD 66,000 - 182,000; Full time

Job summary

Baker Tilly Advisory Group, LP in the United States seeks a senior Transaction Advisory professional to develop and implement cross‑functional advisory services for privately held and publicly traded clients across industries.

The role requires 5+ years in a professional services firm, CPA or JD/LLM, strong analytical and communication skills, and the ability to model transactions, support tax considerations, due diligence, and client service excellence.

Qualifications

• Bachelor's degree in finance, accounting or related field required; 4+ years of related work experience.
• 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.

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.
• Review tax aspects of acquisition and merger agreements and draft tax opinions.
• Identify tax risks and opportunities; advise on alternative tax strategies.
• Review and advise on tax computations in financial models; assist in quantitative and qualitative tax data analysis.
• Data gathering, document review and reports.
• Research & financial analysis of target companies.
• Due diligence for buy and sell side transactions.
• Transaction structuring for tax and accounting issues.
• Negotiation support.
• Communicate with business owners to ensure exceptional client service.
• Participate in marketing and recruiting activities.

Skills

Financial modeling

Microsoft Excel

Strong communication

Analytical thinking

Education

Bachelor's degree in finance or accounting

CPA or JD/LLM

Graduate degree (if applicable)

Tools

Microsoft Office

Job description

Baker Tilly Advisory Group, LP in the United States seeks a senior Transaction Advisory professional to develop and implement cross‑functional advisory services for privately held and publicly traded clients across industries.

The role requires 5+ years in a professional services firm, CPA or JD/LLM, strong analytical and communication skills, and the ability to model transactions, support tax considerations, due diligence, and client service excellence.