Strategic M&A Tax Advisory Manager

Baker Tilly Advisory Group, LP; Los Angeles (CA); On-site; USD 66,000 - 182,000; Full time

Benefits offered by this job

Benefits package

Job summary

Baker Tilly Advisory Group, LP seeks a senior transaction advisory professional to develop and implement transaction advisory services for diverse clients, including private equity, banks, and corporate buyers. The role involves modeling transactions, preparing memoranda, and guiding tax aspects of acquisitions and restructurings.

You will interact with Partners, conduct due diligence, support in strategy, and contribute to client service excellence across firms.

Qualifications

• Bachelor's degree in finance, accounting or related field required; or a graduate degree and 4 years of related work experience.
• 5+ years of work related experience in a mid to large size professional services firm
• CPA or JD/LLM required.
• Tax due diligence, deal structuring and post-acquisition planning experience and/or inbound and outbound transaction consulting with international tax research, planning and compliance experience
• Demonstrated analytical, problem-solving, organization, interpersonal, project management, communication skills, and highly developed Microsoft Suite skills required.
• Strong written communication skills
• Ability to provide exceptional client service, demonstrate commitment to continuous learning, display appropriate ethical knowledge and commitment and exhibit a sense of urgency and commitment to quality and the timely completion of duties.

Responsibilities

• Interact directly with Partners on matters related to client and engagement management
• Modeling financial transactions to be used in valuation, structuring and negotiation
• Prepare detailed memoranda and presentations describing the key attributes of client companies and industries
• Assist in the review and analysis of the tax aspects of acquisition and merger agreements and draft tax opinion letters and memoranda
• Identify and analyze tax risks and opportunities while advising on alternative tax strategies for acquisition, disposition and restructuring of businesses
• Review, assess and advise clients regarding tax computations reflected in their financial models; and assist clients in the quantitative and qualitative analysis of the tax data in their financial projections for the transaction
• Data gathering, document review and preparation of reports

Skills

Analytical skills

Problem-solving

Communication skills

Project management

Microsoft Office

Client service

Team collaboration

Education

Bachelor's degree in finance or accounting

CPA or JD/LLM

Tools

Excel

PowerPoint

Financial modeling software

Job description

Baker Tilly Advisory Group, LP seeks a senior transaction advisory professional to develop and implement transaction advisory services for diverse clients, including private equity, banks, and corporate buyers. The role involves modeling transactions, preparing memoranda, and guiding tax aspects of acquisitions and restructurings.

You will interact with Partners, conduct due diligence, support in strategy, and contribute to client service excellence across firms.