Senior M&A Tax Strategy & Due Diligence Lead

Baker Tilly US; California; On-site; USD 113,000 - 262,000; Full time

Job summary

Baker Tilly US, LLP is seeking a Senior M&A Tax professional to lead tax due diligence and structuring for buy-side and sell-side transactions. You will work closely with owners, investors and advisory teams to quantify tax exposures and optimize transaction outcomes.

The role requires directing engagement teams, supervising staff, and delivering high-quality tax analyses across industries. A CPA or attorney credential is preferred, with readiness to travel as needed.

Qualifications

• Bachelor's degree in accounting or related field required.
• Master’s degree in Taxation or JD with LLM in taxation preferred.
• CPA and/or licensed attorney required.

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

Engagement management

Client relationships

Leadership

Project management

Tax due diligence

Education

Bachelor's degree in accounting

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

Tools

Microsoft Excel

Job description

Baker Tilly US, LLP is seeking a Senior M&A Tax professional to lead tax due diligence and structuring for buy-side and sell-side transactions. You will work closely with owners, investors and advisory teams to quantify tax exposures and optimize transaction outcomes.

The role requires directing engagement teams, supervising staff, and delivering high-quality tax analyses across industries. A CPA or attorney credential is preferred, with readiness to travel as needed.