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, including buy-side and sell-side, restructuring, taxable and tax-free transactions. Services provided include tax due diligence, tax structuring, quantitative tax modeling, transaction agreement review, and consultation.

Responsibilities

• Routinely work directly with c-suite executives to perform financial due diligence on middle-market companies in various industries.
• Collaborate with private equity firms, strategic clients, and investment banks to perform buy-side and sell-side due diligence and other M&A tax activities.
• Manage all aspects of deal execution, including sourcing and managing client relationships, analyzing and executing client deliverables, and coaching and managing other team members.
• Coordinate services as needed with other practice areas of the firm.
• Build relationships with existing clients, including involvement in networking and business development activities.
• Lead and supervise M&A tax services engagement teams at a large national professional services firm.
• Show proven market-facing skills to develop new business and maintain excellent client relationships.
• Show supervisory and training experience, managing multiple client engagements.
• Show strong project management and organizational skills.
• Show excellent Microsoft Excel skills.
• Show strong analytical, presentation, and marketing skills.
• Show excellent interpersonal and verbal and written communication skills.
• Be willing and able to travel to client locations up to 50%.

Qualifications

• Bachelor's degree 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, preferably in a public accounting or law firm.
• 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.