M&A Tax Manager - Partnership Consulting & Modeling

M&A Tax Manager – Partnership Consulting & Modeling Baker Tilly is a leading advisory, tax and assurance firm with a coast‑to‑coast presence and a global footprint in major U.S. and international financial centers. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP provide specialist professional services in accordance with the AICPA Code of Professional Conduct. In this role you will join our Transaction Services Tax team, developing and implementing transaction advisory services for a diverse client base, including private‑equity funds, banks and publicly traded companies.

Responsibilities

Interact directly with Partners on matters related to client and engagement management

Model 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, organizational, 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, exhibit ethical knowledge and commitment, and show a sense of urgency and commitment to quality and timely completion of duties

Compensation:

The compensation range for this role is $130,000 to $215,000. 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. To be an authorized recruitment agency (“search firm”) for Baker Tilly Advisory Group, LP, a formal written agreement must be 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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