Strategic M&A Tax Advisory Manager

Baker Tilly US; Phoenix (AZ); On-site; USD 66,000 - 182,000; Full time

Job summary

Baker Tilly US is seeking a Manager to join its M&A Tax team. You will develop and implement transaction advisory services for clients across various industries, including private equity and banks. Open to location, with opportunities across multiple offices.

The role emphasizes collaboration with Partners, financial modeling, and due diligence for buy/sell transactions, while delivering exceptional client service.

Qualifications

• Bachelor's degree in finance or accounting required; graduate degree preferred.
• CPA or JD/LLM certification required or strongly preferred.
• 5+ years of work experience in a mid to large professional services firm.
• Demonstrated analytical, problem-solving, organization, and communication skills.
• Strong written communication and client service abilities.

Responsibilities

• Interact with Partners on client and engagement management.
• Model financial transactions for valuation, structuring, and negotiation.
• Prepare memoranda and presentations on client companies and industries.
• Review tax aspects of acquisition and merger agreements; draft tax opinions.
• Analyze tax risks and opportunities; advise on tax strategies for transactions.
• Review and analyze tax computations in financial models; assist with projections.
• Conduct data gathering, document review, and reporting.
• Perform due diligence for buy- and sell-side transactions.
• Support transaction structuring for tax and accounting issues.
• Provide negotiation support and client service.
• Participate in marketing and recruiting activities.

Skills

Financial analysis

Client service

Communication

Project management

Microsoft Office

Education

Bachelor's degree in Finance or Accounting

Graduate degree (CPA/JD/LLM)

Tools

Microsoft Office Suite

Advanced Excel

Job description

Baker Tilly US is seeking a Manager to join its M&A Tax team. You will develop and implement transaction advisory services for clients across various industries, including private equity and banks. Open to location, with opportunities across multiple offices.

The role emphasizes collaboration with Partners, financial modeling, and due diligence for buy/sell transactions, while delivering exceptional client service.