Associate - M&A Tax Advisory
for section headings (e.g., About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Do NOT repeat the job title as a heading. Do NOT put Job ID/requisition numbers as headings. Preserve ALL substantive information; do NOT invent or summarize away detail. Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. Include a section ONLY when posting has real, specific content for it — never emit a heading followed by filler/placeholder text. Prefer a few substantive sections over many thin ones.
We need to decide which sections to include based on content.
Content includes:
- Overview: description of Baker Tilly (company description). Could be "About the role"? Actually "Overview" is about the firm. Could be "About the role"? The instruction says use headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we can map sections accordingly.
We have:
- Introduction to the team (description of M&A practice). Could be "About the role" or maybe "Overview". Since they said "Overview" is about the firm, but we can treat as "About the role"? The instruction says we can use those headings; we can also use other headings? It says "use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It implies those are examples; we can use those headings if appropriate. We need to decide which sections have content.
We have:
- Responsibilities: list of duties.
- Qualifications: list of qualifications (education, CPA, work authorization, experience, skills, etc.)
- Skills: maybe part of qualifications; but we could combine.
- Pay: pay rate range $83,000 – $105,000.
- Benefits: mention "Baker Tilly offers a comprehensive compensation and benefits package." No specifics given. That's vague; we should not create a Benefits section unless posting actually states them. It says "Baker Tilly offers a comprehensive compensation and benefits package." That's not specific; it's filler. According to rule: never emit a heading followed by filler/placeholder text (e.g., "commensurate with experience", "not specified", "N/A", "varies", "TBD"). So we should not create a Benefits section because it's not specific.
- Schedule: not mentioned.
- About the role: we have overview of firm and intro to team. Could be "About the role". That seems appropriate.
Thus we will have sections: About the role (h3), Responsibilities (h3), Qualifications (h3), Pay (h3). Possibly Skills separate? But qualifications already includes skills like proficiency in Microsoft Office, ability to travel, etc. Could keep as Qualifications.
We must not repeat job title as heading. No job title given in snippet; we ignore.
We must not include boilerplate like EEO, etc. Remove those paragraphs.
We must preserve all substantive information: company description, intro to team, responsibilities list, qualifications list, pay range.
We need to format lists with - . For prose, use
.
We need to output only HTML fragment, no /, no markdown fences.
Let's extract substantive content:
Overview/Baker Tilly description:
"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."
Then: "Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring." That's maybe not substantive? It's a note to discuss work location; could be considered meta but maybe we keep? It's not a boilerplate; it's a note. Might keep as part of About the role? Might be considered procedural; but we can keep.
Then EEO etc we remove.
Then "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." That's boilerplate/legal; remove.
Then "Job Description Introduction to the team Our Mergers and Acquisitions practice works with owners and investors to help them ease their tax burden and quantify tax exposures in a wide range of transactions, including buy-side and sell-side, restructuring, taxable and tax-free transactions. We provide our clients with tax due diligence, tax structuring, quantitative tax modeling services, transaction agreement review and consultation and tax technical support. You will gain knowledge of the firm's Merger & Acquisition services as well as assist project managers, clients, and peers on various consulting engagements."
That's substantive; include in About the role.
Then Responsibilities list:
- Assist Seniors, Managers and Partners in conducting financial due diligence on middle-market companies in a variety of industries
- Conduct analytical reviews of data and prepare findings
- Create draft reports for management review
- Research issues that arise during the course of engagement
Then Qualifications list:
- Bachelor’s degree with a major in accounting or a related field required
- CPA preferred. If not a CPA, must meet educational requirements to obtain CPA license upon hire in state of employment
- Must be legally authorized to work in the United States on a full-time basis upon hire.
- Moss Adams will not consider candidates for this position who require sponsorship for employment visa status now or in the future (e.g., H-1B status) (Note: Moss Adams appears maybe a mistake; but we keep as part of qualifications)
- Minimum 1 year of related experience
- Previous experience in a public accounting firm or law firm preferred
- Previous experience in tax due diligence and merger and acquisitions tax consulting preferred
- Able to understand problems, think critically, research and identify creative solutions
- Ability to collaborate and work effectively across functions/departments/teams while building trusted relationships and positively influencing others
- Self directed professional and takes initiative for professional growth and development
- Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook, and SharePoint)
- Ability to travel as needed, approximately 15%
Then Pay: "The pay rate range for this job position is $83,000 – $105,000. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees/certifications, work arrangements and geographic location."
We should keep that as Pay section.
Benefits: "Baker Tilly offers a comprehensive compensation and benefits package." That's vague; we should not create Benefits section.
Schedule: none.
Thus final HTML:
About the role
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. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Introduction to the team Our Mergers and Acquisitions practice works with owners and investors to help them ease their tax burden and quantify tax exposures in a wide range of transactions, including buy-side and sell-side, restructuring, taxable and tax-free transactions. We provide our clients with tax due diligence, tax structuring, quantitative tax modeling services, transaction agreement review and consultation and tax technical support. You will gain knowledge of the firm's Merger & Acquisition services as well as assist project managers, clients, and peers on various consulting engagements.
Responsibilities
- Assist Seniors, Managers and Partners in conducting financial due diligence on middle-market companies in a variety of industries
- Conduct analytical reviews of data and prepare findings
- Create draft reports for management review
- Research issues that arise during the course of engagement
Qualifications
- Bachelor’s degree with a major in accounting or a related field required
- CPA preferred. If not a CPA, must meet educational requirements to obtain CPA license upon hire in state of employment
- Must be legally authorized to work in the United States on a full-time basis upon hire.
- Moss Adams will not consider candidates for this position who require sponsorship for employment visa status now or in the future (e.g., H-1B status)
- Minimum 1 year of related experience
- Previous experience in a public accounting firm or law firm preferred
- Previous experience in tax due diligence and merger and acquisitions tax consulting preferred
- Able to understand problems, think critically, research and identify creative solutions
- Ability to collaborate and work effectively across functions/departments/teams while building trusted relationships and positively influencing others
- Self directed professional and takes initiative for professional growth and development
- Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook, and SharePoint)
- Ability to travel as needed, approximately 15%
Pay
The pay rate range for this job position is $83,000 – $105,000. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees/certifications, work arrangements and geographic location.
We need to ensure no
- . For prose, use
. We need to output only HTML fragment, no /, no markdown fences. Let's extract substantive content: Overview/Baker Tilly description: "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." Then: "Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring." That's maybe not substantive? It's a note to discuss work location; could be considered meta but maybe we keep? It's not a boilerplate; it's a note. Might keep as part of About the role? Might be considered procedural; but we can keep. Then EEO etc we remove. Then "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." That's boilerplate/legal; remove. Then "Job Description Introduction to the team Our Mergers and Acquisitions practice works with owners and investors to help them ease their tax burden and quantify tax exposures in a wide range of transactions, including buy-side and sell-side, restructuring, taxable and tax-free transactions. We provide our clients with tax due diligence, tax structuring, quantitative tax modeling services, transaction agreement review and consultation and tax technical support. You will gain knowledge of the firm's Merger & Acquisition services as well as assist project managers, clients, and peers on various consulting engagements." That's substantive; include in About the role. Then Responsibilities list: - Assist Seniors, Managers and Partners in conducting financial due diligence on middle-market companies in a variety of industries - Conduct analytical reviews of data and prepare findings - Create draft reports for management review - Research issues that arise during the course of engagement Then Qualifications list: - Bachelor’s degree with a major in accounting or a related field required - CPA preferred. If not a CPA, must meet educational requirements to obtain CPA license upon hire in state of employment - Must be legally authorized to work in the United States on a full-time basis upon hire. - Moss Adams will not consider candidates for this position who require sponsorship for employment visa status now or in the future (e.g., H-1B status) (Note: Moss Adams appears maybe a mistake; but we keep as part of qualifications) - Minimum 1 year of related experience - Previous experience in a public accounting firm or law firm preferred - Previous experience in tax due diligence and merger and acquisitions tax consulting preferred - Able to understand problems, think critically, research and identify creative solutions - Ability to collaborate and work effectively across functions/departments/teams while building trusted relationships and positively influencing others - Self directed professional and takes initiative for professional growth and development - Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook, and SharePoint) - Ability to travel as needed, approximately 15% Then Pay: "The pay rate range for this job position is $83,000 – $105,000. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees/certifications, work arrangements and geographic location." We should keep that as Pay section. Benefits: "Baker Tilly offers a comprehensive compensation and benefits package." That's vague; we should not create Benefits section. Schedule: none. Thus final HTML:
About the role
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. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Introduction to the team Our Mergers and Acquisitions practice works with owners and investors to help them ease their tax burden and quantify tax exposures in a wide range of transactions, including buy-side and sell-side, restructuring, taxable and tax-free transactions. We provide our clients with tax due diligence, tax structuring, quantitative tax modeling services, transaction agreement review and consultation and tax technical support. You will gain knowledge of the firm's Merger & Acquisition services as well as assist project managers, clients, and peers on various consulting engagements.
Responsibilities
- Assist Seniors, Managers and Partners in conducting financial due diligence on middle-market companies in a variety of industries
- Conduct analytical reviews of data and prepare findings
- Create draft reports for management review
- Research issues that arise during the course of engagement
Qualifications
- Bachelor’s degree with a major in accounting or a related field required
- CPA preferred. If not a CPA, must meet educational requirements to obtain CPA license upon hire in state of employment
- Must be legally authorized to work in the United States on a full-time basis upon hire.
- Moss Adams will not consider candidates for this position who require sponsorship for employment visa status now or in the future (e.g., H-1B status)
- Minimum 1 year of related experience
- Previous experience in a public accounting firm or law firm preferred
- Previous experience in tax due diligence and merger and acquisitions tax consulting preferred
- Able to understand problems, think critically, research and identify creative solutions
- Ability to collaborate and work effectively across functions/departments/teams while building trusted relationships and positively influencing others
- Self directed professional and takes initiative for professional growth and development
- Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook, and SharePoint)
- Ability to travel as needed, approximately 15%
Pay
The pay rate range for this job position is $83,000 – $105,000. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees/certifications, work arrangements and geographic location.
We need to ensure no