Senior Manager, M&A Tax

Baker Tilly US; San Francisco (CA); On-site; USD 180,000 - 341,000; Full time

Job summary

Baker Tilly US is a leading advisory, tax and assurance firm with a strong focus on mergers and acquisitions. Our Mergers and Acquisitions practice assists owners and investors with tax due diligence, tax structuring, and transaction support across buy-side and sell-side deals.

We collaborate with private equity firms, strategic clients and investment banks to provide tax modeling, transaction review and guidance while managing client relationships and delivering high-quality conclusions.

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 market facing skills required to develop new business and sustain existing 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%.

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

Leadership

Client relationships

Project management

Communication

Education

Bachelor's degree in accounting or related field

Master’s in Taxation or JD with LLM in taxation

CPA or licensed attorney

Tools

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. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

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.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

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%

Compensation and Benefits

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.