Senior M&A Tax Strategy Manager

Baker Tilly US; New York (NY); On-site; USD 113,000 - 262,000; Full time

Job summary

Baker Tilly US, LLP in New York seeks a senior M&A tax advisor responsible for leading tax due diligence, tax structuring, and modeling in buy-side and sell-side transactions. You will work with owners, investors, private equity, and investment banks, and supervise teams across engagements.

The role requires 8+ years in tax consulting, CPA or attorney credentials, and strong client relationship and leadership skills; travel to client locations will be necessary.

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.
• Minimum of 8 years of related experience.
• CPA and/or licensed attorney required.
• 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

Analytical skills

Presentation skills

Marketing skills

Interpersonal communication

Verbal & written communication

Education

Bachelor's degree in accounting

Master’s in Taxation or JD with LLM in taxation

CPA or licensed attorney

Tools

Microsoft Excel

Job description

Baker Tilly US, LLP in New York seeks a senior M&A tax advisor responsible for leading tax due diligence, tax structuring, and modeling in buy-side and sell-side transactions. You will work with owners, investors, private equity, and investment banks, and supervise teams across engagements.

The role requires 8+ years in tax consulting, CPA or attorney credentials, and strong client relationship and leadership skills; travel to client locations will be necessary.