Baker Tilly US
M&A Tax Manager - Partnership Consulting & Modeling
Baker Tilly US, San Jose, California, United States, 95199
M&A Tax Manager - Partnership Consulting & Modeling
Join the Baker Tilly US M&A Tax Manager role.
Overview Baker Tilly is a leading advisory, tax and assurance firm providing clients worldwide. With offices in New York, London, San Francisco, Los Angeles, Chicago and Boston, we offer a genuine coast‑to‑coast and global advantage. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP are licensed independent CPA firms delivering professional services in accordance with the AICPA Code of Professional Conduct. We are a member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, gender identity, sexual orientation, or any other legally protected basis.
Compensation range: $130,000 – $215,000.
Responsibilities
Interact directly with Partners on client and engagement management matters.
Model financial transactions for valuation, structuring and negotiation.
Prepare detailed memoranda and presentations describing client company and industry attributes.
Review and analyze 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 on tax computations reflected in financial models and assist in quantitative and qualitative analysis of tax data in financial projections for transactions.
Gather data, conduct document review and prepare reports.
Research and perform financial analysis of target companies.
Conduct due diligence for both buy‑side and sell‑side transactions.
Structure transactions for tax and accounting issues.
Support negotiation efforts.
Communicate 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.
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Overview Baker Tilly is a leading advisory, tax and assurance firm providing clients worldwide. With offices in New York, London, San Francisco, Los Angeles, Chicago and Boston, we offer a genuine coast‑to‑coast and global advantage. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP are licensed independent CPA firms delivering professional services in accordance with the AICPA Code of Professional Conduct. We are a member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, gender identity, sexual orientation, or any other legally protected basis.
Compensation range: $130,000 – $215,000.
Responsibilities
Interact directly with Partners on client and engagement management matters.
Model financial transactions for valuation, structuring and negotiation.
Prepare detailed memoranda and presentations describing client company and industry attributes.
Review and analyze 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 on tax computations reflected in financial models and assist in quantitative and qualitative analysis of tax data in financial projections for transactions.
Gather data, conduct document review and prepare reports.
Research and perform financial analysis of target companies.
Conduct due diligence for both buy‑side and sell‑side transactions.
Structure transactions for tax and accounting issues.
Support negotiation efforts.
Communicate 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.
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