Senior Manager, M&A Tax Consulting

Baker Tilly Advisory Group, LP; Irvine (CA); On-site; USD 113,000 - 262,000; Full time

Job summary

Baker Tilly Advisory Group, LP is seeking an experienced M&A Tax professional to lead tax due diligence and transaction structuring for middle-market deals in Irvine, CA. You will work with private equity, strategic clients and investment banks to execute buy-side and sell-side tax activities, guiding engagement teams and maintaining client relationships.

The ideal candidate holds a Bachelor's in accounting (CPA or JD/LLM preferred), with 8+ years in tax due diligence and M&A tax consulting;

Qualifications

• Bachelor's degree in accounting or related field required.
• CPA and/or licensed attorney required.
• Minimum of 8 years of related experience.
• Previous experience leading M&A tax services engagement teams at a large national professional services firm preferred
• Proven market facing skills to develop new business and sustain 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
• 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

M&A tax

Tax due diligence

Leadership

Project management

Client relationships

Education

Bachelor's degree in accounting or related field

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

CPA or licensed attorney

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 centres – 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 $5.2billion.

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

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 preferredProven 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

Pay and Benefits

The pay range for this position is $113,300 to $262,300. This range represents a good‑faith and reasonable estimate of the compensation the firm expects to pay for this position at the time of posting. Actual compensation will depend on a variety of relevant factors, including an applicant’s skills, experience, qualifications, professional certifications, work arrangements, geographic location, and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the range, and compensation decisions depend on the facts and circumstances of each case.

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