Baker Tilly US
Principal, M&A Tax
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Baker Tilly US
Join to apply for the Principal, M&A Tax role at Baker Tilly US.
Overview Baker Tilly is a leading advisory, tax, and assurance firm, offering a genuine coast‑to‑coast and global advantage in major U.S. regions and 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 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. The firm’s subsidiaries also provide tax and business advisory services. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and advisory firms in 141 territories, with 43,000 professionals and combined worldwide revenue of $5.2 billion.
Equal Opportunity Statement Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state, and local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e‑mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency (“search firm”) for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly’s Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description We are seeking a talented M&A Tax Principal with Private Equity experience and exceptional technical and relationship development skills to join our dynamic Private Equity‑focused team. The ideal candidate possesses deep technical expertise in complex corporate and flow‑through transaction tax structuring and a proven track record of leading complex, high‑stakes transactions with strategic tax insights that create significant value for Private Equity clients. This individual excels at building and maintaining strong relationships, collaborating seamlessly with deal teams, investment bankers, legal advisors, and portfolio company management to foster confidence and drive deal momentum. They demonstrate outstanding business development acumen, identifying emerging opportunities and articulating tailored tax solutions that resonate with senior stakeholders.
The candidate will be a dedicated mentor and leader, committed to developing and inspiring team members through coaching, feedback, and fostering a collaborative, high‑performance culture that elevates overall team capabilities.
We invite you to apply for an opportunity to help shape the future of our firm.
You Will Enjoy This Role If
You are excited to drive growth and able to market‑source new Private Equity clients and new business.
You take a strategic approach to the execution of client work and firm responsibilities; you are consulted by clients on most important business and strategic decisions; and you implement new ideas to improve processes and achieve better results.
You want to work for a leading advisory firm that is growing and creating exceptional opportunities.
You are passionate about contributing to your team’s professional growth and development, creating opportunities for others as well as yourself.
You set yourself apart as a role model for others and inspire others to do the same.
You treat all principals, employees, and clients with respect and are timely and responsive, listen well, consider others’ points of view, and are intolerant of disrespectful or unethical behavior.
What You Will Do
Advise and influence substantial Private Equity client relationships to achieve functional objectives and strengthen relationships.
Provide value‑added services that are critical to our ability to obtain and serve Private Equity clients.
Address complex M&A tax‑related client matters through both innovative and established approaches.
Drive the delivery of strategies to Private Equity clients with a strong focus on managing risk and safety.
Deliver exceptional tax consulting services to Private Equity clients involved in complex mergers, acquisitions, divestitures, and other restructuring transactions.
Utilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new Private Equity clients, projects, and revenue.
Operate within and effectively leverage Baker Tilly’s matrixed structure of industry, service, and geography to develop and execute growth strategies and work in close coordination with regional and national leaders.
Be responsible for building your legacy and succession plan through the development of our people.
Represent Baker Tilly and be sought after in the marketplace for activities such as speaking at conferences or authoring articles, thereby enhancing the global brand of the firm.
Qualifications
A leader with a demonstrated ability to develop relationships and serve as a value architect.
Accretive to the team in a manner that allows the firm to excel against competition and through the professional and technical advantages brought by the candidate.
A partner or principal at current firm.
Experienced with a proven professional services track record, working for at least fifteen years with Private Equity clients on tax aspects of complex domestic and cross‑border business transactions, including mergers, acquisitions, divestitures, and restructurings involving debt and equity.
Immediately capable of leading and elevating the technical base of our people so that we are able to safely expand our service offerings and strengthen our reputation in the marketplace.
A proven entrepreneur with a track record of successful business growth.
Able to lead others, provide exceptional client service, demonstrate commitment to continuous learning to stay current, see the “big picture” as well as details, display appropriate ethical knowledge, and exhibit a sense of urgency and commitment to quality and timely completion of projects.
Capable of providing a technical skill set that attracts a more complex and diverse client base and brings that skillset to our clients and prospects.
Recognized as a deep specialist in the field, such that your direct involvement in the team elevates the total client experience and positions Baker Tilly as the preferred firm in the marketplace.
A CPA or bar‑licensed attorney required; master’s or LLM in taxation desired but not required.
Nimble and responsive, with the ability to travel nationally as client and firm needs may require.
Seniority level
Mid‑Senior level
Employment type
Full‑time
Job function
Business Development and Sales
Accounting
Location: Houston, TX
Annual salary range: $160,000 - $190,000
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role at
Baker Tilly US
Join to apply for the Principal, M&A Tax role at Baker Tilly US.
Overview Baker Tilly is a leading advisory, tax, and assurance firm, offering a genuine coast‑to‑coast and global advantage in major U.S. regions and 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 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. The firm’s subsidiaries also provide tax and business advisory services. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and advisory firms in 141 territories, with 43,000 professionals and combined worldwide revenue of $5.2 billion.
Equal Opportunity Statement Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state, and local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e‑mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency (“search firm”) for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly’s Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description We are seeking a talented M&A Tax Principal with Private Equity experience and exceptional technical and relationship development skills to join our dynamic Private Equity‑focused team. The ideal candidate possesses deep technical expertise in complex corporate and flow‑through transaction tax structuring and a proven track record of leading complex, high‑stakes transactions with strategic tax insights that create significant value for Private Equity clients. This individual excels at building and maintaining strong relationships, collaborating seamlessly with deal teams, investment bankers, legal advisors, and portfolio company management to foster confidence and drive deal momentum. They demonstrate outstanding business development acumen, identifying emerging opportunities and articulating tailored tax solutions that resonate with senior stakeholders.
The candidate will be a dedicated mentor and leader, committed to developing and inspiring team members through coaching, feedback, and fostering a collaborative, high‑performance culture that elevates overall team capabilities.
We invite you to apply for an opportunity to help shape the future of our firm.
You Will Enjoy This Role If
You are excited to drive growth and able to market‑source new Private Equity clients and new business.
You take a strategic approach to the execution of client work and firm responsibilities; you are consulted by clients on most important business and strategic decisions; and you implement new ideas to improve processes and achieve better results.
You want to work for a leading advisory firm that is growing and creating exceptional opportunities.
You are passionate about contributing to your team’s professional growth and development, creating opportunities for others as well as yourself.
You set yourself apart as a role model for others and inspire others to do the same.
You treat all principals, employees, and clients with respect and are timely and responsive, listen well, consider others’ points of view, and are intolerant of disrespectful or unethical behavior.
What You Will Do
Advise and influence substantial Private Equity client relationships to achieve functional objectives and strengthen relationships.
Provide value‑added services that are critical to our ability to obtain and serve Private Equity clients.
Address complex M&A tax‑related client matters through both innovative and established approaches.
Drive the delivery of strategies to Private Equity clients with a strong focus on managing risk and safety.
Deliver exceptional tax consulting services to Private Equity clients involved in complex mergers, acquisitions, divestitures, and other restructuring transactions.
Utilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new Private Equity clients, projects, and revenue.
Operate within and effectively leverage Baker Tilly’s matrixed structure of industry, service, and geography to develop and execute growth strategies and work in close coordination with regional and national leaders.
Be responsible for building your legacy and succession plan through the development of our people.
Represent Baker Tilly and be sought after in the marketplace for activities such as speaking at conferences or authoring articles, thereby enhancing the global brand of the firm.
Qualifications
A leader with a demonstrated ability to develop relationships and serve as a value architect.
Accretive to the team in a manner that allows the firm to excel against competition and through the professional and technical advantages brought by the candidate.
A partner or principal at current firm.
Experienced with a proven professional services track record, working for at least fifteen years with Private Equity clients on tax aspects of complex domestic and cross‑border business transactions, including mergers, acquisitions, divestitures, and restructurings involving debt and equity.
Immediately capable of leading and elevating the technical base of our people so that we are able to safely expand our service offerings and strengthen our reputation in the marketplace.
A proven entrepreneur with a track record of successful business growth.
Able to lead others, provide exceptional client service, demonstrate commitment to continuous learning to stay current, see the “big picture” as well as details, display appropriate ethical knowledge, and exhibit a sense of urgency and commitment to quality and timely completion of projects.
Capable of providing a technical skill set that attracts a more complex and diverse client base and brings that skillset to our clients and prospects.
Recognized as a deep specialist in the field, such that your direct involvement in the team elevates the total client experience and positions Baker Tilly as the preferred firm in the marketplace.
A CPA or bar‑licensed attorney required; master’s or LLM in taxation desired but not required.
Nimble and responsive, with the ability to travel nationally as client and firm needs may require.
Seniority level
Mid‑Senior level
Employment type
Full‑time
Job function
Business Development and Sales
Accounting
Location: Houston, TX
Annual salary range: $160,000 - $190,000
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