Senior Consultant, Mergers & Acquisitions (M&A) Tax

Overview

Baker Tilly is a leading advisory, tax, and assurance firm, offering clients a coast-to-coast and global advantage across major U.S. regions and key financial centers. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) operate under an alternative practice structure governed by the AICPA Code of Professional Conduct and applicable laws. Baker Tilly US, LLP provides attestation services, while Baker Tilly Advisory Group, LP and its subsidiaries offer tax and business advisory services. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a global network with 43,000 professionals and a combined worldwide revenue of $5.2 billion. For more information, visit bakertilly.com or follow us on LinkedIn, Facebook, and Instagram. Discuss work location requirements with your Baker Tilly talent acquisition professional.

Responsibilities

• Assist Managers and Partners in engagement management of clients
• Conduct financial due diligence on middle-market companies in various industries
• Work directly with client leaders and alongside private equity firms, strategic clients, and investment banks to perform buy-side and sell-side due diligence and other M&A tax activities
• Conduct analytical reviews of data and prepare findings
• Create draft reports for management review
• Research issues that arise during the course of engagement
• Build relationships with existing clients, including involvement in networking and business development activities
• Provide leadership and supervision to Staff

Qualifications

• Bachelor's degree in accounting or related field required
• Master’s degree in Taxation or JD with LLM in taxation preferred
• CPA or licensed attorney preferred; if not, must meet educational requirements to obtain CPA or attorney license in state of employment upon hire
• Minimum of 2 years of related experience required, preferably with a public accounting firm or law firm
• Previous experience in tax due diligence and merger and acquisitions tax consulting preferred
• The ability to analyze complex business and transaction situations
• The ability to work on multiple engagements simultaneously and learn new business quickly
• Strong project management and organizational skills
• Strong Microsoft Excel skills
• Strong presentation skills and marketing abilities
• Excellent interpersonal and verbal & written communication skills
• Willingness and ability to travel to client locations up to 50%

Pay

The pay rate range for this job position is $84,000 to $164,000. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees, professional certifications, work arrangements, and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.