Senior Manager, M&A Tax

Baker Tilly Advisory Group, LP; Phoenix (AZ); On-site; USD 180,000 - 341,000; Full time

Job summary

Baker Tilly Advisory Group, LP is seeking an experienced M&A Tax professional to lead engagement teams in financial due diligence for middle-market transactions. You will work with c-suite executives and private equity firms to deliver tax diligence, structuring insights, and transactional support. Travel up to 50% is required.

The role requires a Bachelor's in accounting or related field, plus CPA or attorney credentials, and 8+ years of related experience in a national firm environment.

Qualifications

• Bachelor's degree in accounting or related field is required.
• 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 in public accounting or law firm.
• Experience leading M&A tax services engagement teams at a large national firm preferred.
• Proven market-facing skills to develop new business and sustain client relationships.

Responsibilities

• Engagement management with clients, routinely working with c‑suite executives for financial due diligence on middle-market companies.
• Coordinate tax due diligence and M&A tax activities with private equity firms, strategic clients and banks.
• Lead and supervise staff, seniors and managers; manage multiple client engagements.

Skills

Excel

Analytical skills

Communication skills

Project management

Presentation skills

Travel up to 50%

Education

Bachelor's degree in accounting or related field

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

CPA or licensed attorney

Job description

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Job Description: Our Mergers and Acquisitions practice works with owners and investors to help them ease their tax burden and quantify tax exposures in a wide range of transactions, including buy-side and sell-side, restructuring, taxable and tax-free transactions. We provide our clients with tax due diligence, tax structuring, quantitative tax modeling services, transaction agreement review and consultation and tax technical support.

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

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 Previous experience in a public accounting or law firm preferred 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 up to 50%

The pay rate range for this job position is $179,850 to $340,970. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant's skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location.

Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.