Baker Tilly US
M&A Tax Senior Manager - Partnership Consulting & Modeling
Baker Tilly US, San Jose, California, United States, 95199
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M&A Tax Senior Manager - Partnership Consulting & Modeling
role at
Baker Tilly US
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 many of the world’s leading financial centers. The firm offers professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws and regulations. Baker Tilly is a licensed independent CPA firm that provides attest, tax and business advisory services.
Responsibilities
Interact directly with Partners on matters related to client and engagement management
Model financial transactions for valuation, structuring and negotiation
Prepare detailed memoranda and presentations describing key attributes of client companies and industries
Review and analyze 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; assist clients in quantitative and qualitative analysis of the tax data in their financial projections for the transaction
Gather data, review documents and prepare reports
Research and conduct financial analysis of target companies
Perform due diligence for both buy side and sell side transactions
Structure transactions for tax and accounting issues
Provide negotiation support
Communicate with business owners to ensure delivery of exceptional client service
Participate in marketing and recruiting activities for the firm
Qualifications
Bachelor’s degree in Finance, Accounting or related field required; or a graduate degree and 4 years of related work experience
8+ years of work-related experience in a mid- to large-size professional services firm
Certified Public Accountant (CPA) or JD/LLM required
Experience in tax due diligence, deal structuring, post-acquisition planning, and/or transaction consulting with international tax research, planning and compliance
Strong analytical, problem-solving, organizational, interpersonal, project management, communication and Microsoft Suite skills
Strong written communication skills
Ability to provide exceptional client service, demonstrate commitment to continuous learning, exhibit ethical knowledge, and show a sense of urgency and commitment to quality and timeliness
Compensation range for this role is $190,000 to $330,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
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 or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or 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.
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M&A Tax Senior Manager - Partnership Consulting & Modeling
role at
Baker Tilly US
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 many of the world’s leading financial centers. The firm offers professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws and regulations. Baker Tilly is a licensed independent CPA firm that provides attest, tax and business advisory services.
Responsibilities
Interact directly with Partners on matters related to client and engagement management
Model financial transactions for valuation, structuring and negotiation
Prepare detailed memoranda and presentations describing key attributes of client companies and industries
Review and analyze 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; assist clients in quantitative and qualitative analysis of the tax data in their financial projections for the transaction
Gather data, review documents and prepare reports
Research and conduct financial analysis of target companies
Perform due diligence for both buy side and sell side transactions
Structure transactions for tax and accounting issues
Provide negotiation support
Communicate with business owners to ensure delivery of exceptional client service
Participate in marketing and recruiting activities for the firm
Qualifications
Bachelor’s degree in Finance, Accounting or related field required; or a graduate degree and 4 years of related work experience
8+ years of work-related experience in a mid- to large-size professional services firm
Certified Public Accountant (CPA) or JD/LLM required
Experience in tax due diligence, deal structuring, post-acquisition planning, and/or transaction consulting with international tax research, planning and compliance
Strong analytical, problem-solving, organizational, interpersonal, project management, communication and Microsoft Suite skills
Strong written communication skills
Ability to provide exceptional client service, demonstrate commitment to continuous learning, exhibit ethical knowledge, and show a sense of urgency and commitment to quality and timeliness
Compensation range for this role is $190,000 to $330,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
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 or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or 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.
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