Strategic M&A Tax Leader — Senior Manager

Baker Tilly US; Pasadena (CA); On-site; USD 113,000 - 262,000; Full time

Job summary

Baker Tilly US, an advisory, tax and assurance firm, leads in tax due diligence and M&A tax consulting for middle-market clients. Our practice collaborates with owners, investors, and investment banks to deliver comprehensive tax services in buy-side and sell-side transactions.

The role emphasizes client engagement management, supervising teams, and coordinating with other practice areas, with a strong focus on leadership, business development, and travel to client locations.

Qualifications

• Bachelor's degree in accounting or related field is required.
• Master’s degree in Taxation or JD with LLM in taxation is preferred.
• CPA and/or licensed attorney required.
• Minimum of 8 years of related experience.

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

Project management

Excel

Analytical skills

Communication skills

Education

Bachelor's degree in accounting or related field

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

Job description

Baker Tilly US, an advisory, tax and assurance firm, leads in tax due diligence and M&A tax consulting for middle-market clients. Our practice collaborates with owners, investors, and investment banks to deliver comprehensive tax services in buy-side and sell-side transactions.

The role emphasizes client engagement management, supervising teams, and coordinating with other practice areas, with a strong focus on leadership, business development, and travel to client locations.