Senior Manager, M&A Tax

About the role

The Mergers and Acquisitions practice at Baker Tilly Advisory Group, LP focuses on helping owners and investors 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, performing financial due diligence, coordinating services with other practice areas, building client relationships, and leading and supervising teams.

Responsibilities

• Routinely work directly with c-suite executives on financial due diligence for middle-market companies across various industries.
• Collaborate with private equity firms, strategic clients, and investment banks on buy-side and sell-side due diligence and other M&A tax activities.
• Manage all aspects of deal execution, including client relationship management, delivery of client deliverables, and coaching and managing team members.
• Coordinate services as needed with other practice areas of the firm.
• Develop and maintain relationships with existing clients through networking and business development activities.
• Lead and supervise M&A tax services engagement teams at a large national professional services firm.

Requirements

• Bachelor's degree in accounting or a related field.
• Master’s degree in Taxation or JD with LLM in taxation preferred.
• Minimum of 8 years of related experience, preferably in a public accounting or law firm.
• Previous experience in tax due diligence and M&A tax consulting.
• Proven supervisory and training experience.
• Strong project management and organizational skills.
• Excellent Microsoft Excel skills.
• Strong analytical, presentation, and marketing skills.
• Excellent interpersonal and verbal/written communication skills.
• Willingness and ability to travel up to 50% of the time.

Qualifications

• CPA and/or licensed attorney required.
• Minimum of 4 years of supervisory and training experience.

Skills

• Market-facing skills to develop new business and sustain existing client relationships.
• Leadership and supervisory experience.
• Project management and organizational skills.
• Microsoft Excel proficiency.
• Analytical, presentation, and marketing skills.
• Interpersonal and verbal/written communication skills.

Pay

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

Benefits

Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.