Manager, Mergers and Acquisitions (M&A) Tax

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 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.

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Job Description:

Responsibilities

At Baker Tilly, we invest in our people. We believe in continuous learning and development and have a number of programs to ensure the success of our people. As we continue to grow our M&A Tax practice, we are seeking to add a Manager to our M&A Tax team in any of our offices. In this role, you will be developing and implementing transaction advisory services to our clients to meet their complex financial needs. Open to location. Our clients include privately held and publicly traded companies, private equity funds, mezzanine funds, banks, and business development companies. This multi-faceted client base allows us to provide our staff with a variety of opportunities across numerous industries, and a constant flow of challenging and meaningful work.

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

Research & financial analysis of target companies

Due diligence for both buy side and sell side transactions

Transaction structuring for tax and accounting issues

Negotiation support

Communication with business owners to ensure delivery of exceptional client service

Participate in various marketing and recruiting activities of the firm

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

Certified Public Accountant 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.

The compensation range for this role is $130,000-$215,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.