Senior M&A Tax Strategy Leader

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

Job summary

Baker Tilly is seeking a seasoned M&A tax leader to guide engagements, perform due diligence, and provide tax structuring for middle‑market deals across industries in the U.S. You will coordinate with owners, PE firms and investment banks to deliver value‑driven tax services.

The role requires a Bachelor’s in accounting or related field; CPA or attorney license; 8+ years’ experience; and willingness to travel to client sites. Master’s in Taxation or JD/LLM is preferred.

Qualifications

• Bachelor's degree in accounting or related field required.
• Master's degree in Taxation or JD/LLM in taxation preferred.
• CPA and/or licensed attorney required.
• Minimum of 8 years of related experience.
• Previous experience in a public accounting or law firm preferred.
• Proven experience leading M&A tax services engagement teams at a large national professional services firm preferred.
• Minimum of 4 years of supervisory and training experience.
• Proven market facing skills required to develop new business and sustain existing client relationships.
• 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

Project management

Organizational skills

Communication skills

Analytical skills

Presentation skills

Marketing skills

Travel willingness

Client relationship development

Education

Bachelor's degree in accounting or related field

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

Tools

Microsoft Excel

Job description

Baker Tilly is seeking a seasoned M&A tax leader to guide engagements, perform due diligence, and provide tax structuring for middle‑market deals across industries in the U.S. You will coordinate with owners, PE firms and investment banks to deliver value‑driven tax services.

The role requires a Bachelor’s in accounting or related field; CPA or attorney license; 8+ years’ experience; and willingness to travel to client sites. Master’s in Taxation or JD/LLM is preferred.