Senior Manager, M&A Tax

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

Job summary

Baker Tilly US is seeking a senior M&A tax advisory leader to manage financial due diligence for middle-market companies and coordinate with PE firms, banks and strategic clients on buy-side and sell-side transactions.

The role requires a CPA or licensed attorney, 8+ years in related work, and strong project management. Travel to client sites up to 50% is expected, with a focus on market-facing growth and leadership within the M&A practice.

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.
• Minimum of 8 years of related experience.
• Previous experience in tax due diligence and M&A tax consulting preferred.
• Strong project management and organizational skills.
• Excellent interpersonal and written communication skills.

Responsibilities

• Engagement management with clients including direct work with c-suite executives for financial due diligence on middle-market companies.
• Collaborate with private equity, strategic clients and investment banks for buy-side/sell-side tax activities.
• Lead deal execution including sourcing, client relationships, and supervision of staff.
• Coordinate services with other practice areas as needed.
• Develop and maintain client relationships and contribute to business development.

Skills

Leadership

Client relationship management

Project management

Education

Bachelor's degree in accounting or related field

Master’s or JD with LLM in taxation preferred

Tools

Microsoft Excel

Job description

Overview

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.

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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.