Principal, Mergers and Acquisitions (M&A) Tax

About the role

We are seeking a talented Mergers and Acquisitions (M&A) Tax Principal with Private Equity experience and exceptional technical and relationship development skills to join our dynamic Private Equity-focused team.

Responsibilities

• Advise and influence substantial Private Equity client relationships to achieve functional objectives and strengthen relationships
• Provide value added services that are critical to our ability to obtain and serve Private Equity clients
• Address complex M&A tax related client matters through both innovative and established approaches
• Drive the delivery of strategies to Private Equity clients with a strong focus on managing risk and safety
• Deliver exceptional tax consulting services to Private Equity clients involved in complex mergers, acquisitions, divestitures, and other restructuring transactions
• Utilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new Private Equity clients, projects, and revenue
• Operate within and effectively leverage Baker Tilly's matrixed structure of industry, service, and geography to develop and execute growth strategies and work in close coordination with regional and national leaders
• Build your legacy and succession plan through the development of our people
• Represent Baker Tilly and be someone who is sought after in the marketplace for activities such as speaking at conferences or authoring articles, thereby enhancing the global brand of the Firm.

Qualifications

• A leader with a demonstrated ability to develop relationships and serve as a value architect
• Accretive to the team in a manner that allows the Firm to excel against our competition and through the professional and technical advantages brought the candidate
• A partner or principal at current firm
• Experienced with a proven professional services track-record, working for at least fifteen years with Private Equity clients on tax aspects of complex domestic and cross-border business transactions including mergers, acquisitions, divestitures, and restructurings involving debt and equity
• Viewed as immediately capable of leading and elevating the technical base of our people such that we are able to safely expand our service offerings and strengthen our reputation in the marketplace
• A proven entrepreneur with a track-record of successful business growth
• Able to lead others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current, see the "big picture" as well as the details, display appropriate ethical knowledge, and exhibit a sense of urgency and commitment to quality and the timely completion of projects
• Capable of providing a technical skill set that allows the Firm to attract a more complex and diverse client base and bring that skillset to our clients and prospects
• Viewed as providing a knowledge base that is a distinguishing factor in our market and will be immediately recognized as a deep specialist in the field, such that your direct involvement in the team elevates the total client experience in a manner that clients and prospects see Baker Tilly as the preferred Firm in the marketplace
• CPA or bar licensed attorney required; masters or LLM in taxation desired but not required
• Nimble and responsive, with the ability to travel nationally as client and Firm needs may require