Senior M&A Tax Leader — Diligence, Structuring & Execution

Baker Tilly Advisory Group, LP; Philadelphia (Philadelphia County); On-site; USD 113,000 - 262,000; Full time

Job summary

Baker Tilly Advisory Group, LP is seeking a senior M&A Tax professional to lead tax due diligence and restructuring engagements for middle-market transactions in the United States. You will work with private equity, strategic clients, and investment banks to execute tax strategies and manage engagement teams.

The role requires a CPA or licensed attorney, significant M&A tax consulting experience, and the ability to travel to client locations.

Qualifications

• Bachelor's degree in accounting or related field.
• Master's degree in Taxation or JD with LLM in taxation preferred.
• CPA and/or licensed attorney required.
• Minimum of 8 years of related experience.
• Previous experience in tax due diligence and merger and acquisitions tax consulting preferred.
• Proven experience leading M&A tax services engagement teams at a large national professional services firm preferred.
• Proven market facing skills required to develop new business and sustain existing excellent client relationships.
• Minimum of 4 years of supervisory and training experience.
• Proven experience managing multiple client engagements.
• Strong project management and organizational skills.
• Excellent Microsoft Excel skills.
• Strong analytical, presentation and marketing skills required.
• Excellent interpersonal and verbal & written communication skills.
• Must be willing and able to travel to client locations.

Responsibilities

• Engagement management with clients includes routinely working directly with c-suite executives to perform financial due diligence on middle-market companies in a variety of industries
• Work 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
• Responsible for all aspects of deal execution including sourcing and managing client relationships, analysis and execution of client deliverables and coaching and managing other team members
• Coordinate services as needed with other practice areas of the firm
• Build relationships with existing clients, including involvement in networking and business development activities
• Provide both leadership and supervision to Staff, Seniors and Managers

Skills

Client relationship management

M&A tax due diligence

Leadership of tax teams

Tax consulting

Education

Bachelor's degree in accounting or related field

Master's degree in Taxation or JD with LLM in taxation

CPA and/or licensed attorney

Tools

Microsoft Excel

Job description

Baker Tilly Advisory Group, LP is seeking a senior M&A Tax professional to lead tax due diligence and restructuring engagements for middle-market transactions in the United States. You will work with private equity, strategic clients, and investment banks to execute tax strategies and manage engagement teams.

The role requires a CPA or licensed attorney, significant M&A tax consulting experience, and the ability to travel to client locations.