Senior Manager, M&A Tax

About the role

The Mergers and Acquisitions practice at Baker Tilly Advisory Group, LP, works with owners and investors to help ease their tax burden and quantify tax exposures in various transactions. This includes buy-side and sell-side, restructuring, taxable and tax-free transactions. Responsibilities involve engagement management with clients, working alongside private equity firms, strategic clients, and investment banks, performing financial due diligence, and providing tax due diligence, tax structuring, quantitative tax modeling services, transaction agreement review, and consultation.

Responsibilities

• Routinely work directly with c-suite executives to perform financial due diligence on middle-market companies in a variety of industries
• Work alongside private equity firms, strategic clients, and investment banks to perform buy-side and sell-side due diligence as well as other M&A tax activities
• Responsible for all aspects of deal execution including sourcing and managing client relationships, analysis and execution of client deliverables, and coaching and managing other team members
• Cook up services as needed with other practice areas of the firm
• Build relationships with existing clients, including involvement in networking and business development activities
• Provide both leadership and supervision to Staff, Seniors, and Managers

Requirements

• Bachelor's degree with a major in accounting or related field required
• Master’s degree in Taxation or JD with LLM in taxation preferred
• Minimum of 8 years of related experience
• Previous experience in a public accounting or law firm preferred
• CPA and/or licensed attorney required
• Previous experience in tax due diligence and merger and acquisitions tax consulting preferred
• Proven experience leading M&A tax services engagement teams at a large national professional services firm preferred
• Proven market facing skills required to develop new business and sustain existing excellent client relationships
• Minimum of 4 years of supervisory and training experience
• Proven experience managing multiple client engagements
• Strong project management and organizational skills
• Excellent Microsoft Excel skills
• Strong analytical, presentation, and marketing skills required
• Excellent interpersonal and verbal & written communication skills
• Must be willing and able to travel to client locations up to 50%

Qualifications

• Bachelor's degree with a major in accounting or related field required
• Master’s degree in Taxation or JD with LLM in taxation preferred
• Minimum of 8 years of related experience
• Previous experience in a public accounting or law firm preferred
• CPA and/or licensed attorney required
• Previous experience in tax due diligence and merger and acquisitions tax consulting preferred
• Proven experience leading M&A tax services engagement teams at a large national professional services firm preferred
• Proven market facing skills required to develop new business and sustain existing excellent client relationships
• Minimum of 4 years of supervisory and training experience
• Proven experience managing multiple client engagements
• Strong project management and organizational skills
• Excellent Microsoft Excel skills
• Strong analytical, presentation, and marketing skills required
• Excellent interpersonal and verbal & written communication skills
• Must be willing and able to travel to client locations up to 50%

Skills

• Project Management
• Client Relationship Management
• Financial Analysis
• Tax Due Diligence
• Merger and Acquisition Tax Consulting
• Leadership and Supervision

Benefits

Baker Tilly offers a comprehensive compensation and benefits package to eligible employees, including a pay rate range of $179,850 to $340,970.

Pay

The pay rate range for this job position is $179,850 to $340,970.

Schedule

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.