Senior Manager, M&A Tax

Baker Tilly Advisory Group, LP; San Francisco (CA); 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 complex tax due diligence and structuring for middle-market transactions in the U.S. You will work with owners, investors, and investment banks to support buy-side and sell-side deals.

Responsibilities include engagement management with c-suite clients, coaching staff, and coordinating with other practice areas. Travel up to 50% is required; CPA or attorney credentials are preferred.

Qualifications

• Bachelor's degree with a major in accounting or related field.
• 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 a public accounting or law firm.
• Experience leading M&A tax services engagement teams.
• Strong market-facing skills to develop and sustain client relationships.
• Minimum of 4 years of supervisory and training experience.
• Willing to travel to client locations up to 50%.

Responsibilities

• Engagement management with clients includes routinely working directly with c-suite executives for financial due diligence on middle‑market companies.
• Coordinate with private equity firms, strategic clients and investment banks for buy-side/sell-side due diligence and other M&A tax activities.
• Lead all aspects of deal execution including sourcing and managing client relationships, analysis and delivery of client deliverables, coaching and supervising other team members.
• Coordinate services with other practice areas of the firm.
• Build relationships with existing clients, including networking and business development activities.
• Provide leadership and supervision to Staff, Seniors and Managers.

Skills

M&A tax

Tax due diligence

Client relationship management

Financial analysis

Leadership

Education

Bachelor's degree in accounting

Master's in Taxation or JD with LLM in taxation

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.