M&A Tax Manager - Partnership Consulting & Modeling
Baker Tilly US · San Diego Metropolitan Area · 1 wk ago
Accounting$130k–$215k/yrFull-time
Responsibilities
- Develop and implement transaction advisory services to meet client financial needs.
- Interact directly with Partners on client and engagement matters.
- Model financial transactions for valuation, structuring, and negotiation.
- Create detailed memoranda and presentations on client companies and industries.
- Analyze tax aspects of acquisition and merger agreements and draft tax opinion letters and memoranda.
- Identify and analyze tax risks and opportunities, advise on alternative tax strategies, and assist with acquisition, disposition, and restructuring of businesses.
- Review and assess tax computations in financial models and assist with quantitative and qualitative analysis of tax data in financial projections.
- Gather data, review documents, and prepare reports for target companies.
- Conduct due diligence for both buy side and sell side transactions.
- Structure transactions for tax and accounting issues.
- Negotiate support during transactions.
- Communicate with business owners to deliver 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.
- Certified Public Accountant (CPA) or JD/LLM required.
- Experience in tax due diligence, deal structuring, and post-acquisition planning.
- International tax research, planning, and compliance experience.
- Demonstrated analytical, problem-solving, organizational, interpersonal, project management, and Microsoft Suite skills.
- Strong written communication skills.
- Commitment to continuous learning, ethical knowledge, and quality work.
- Urgency and commitment to timely completion of duties.
Pay
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.