Senior Manager, M&A Tax

About the role

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

Responsibilities

• Routine engagement management with clients, including working directly with c-suite executives to perform financial due diligence on middle-market companies in a variety of industries
• Collaborate with 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
• Manage all aspects of deal execution, including sourcing and managing client relationships, analysis and execution of client deliverables, and coaching and managing other team members
• Coordinate services as needed with other practice areas of the firm
• Develop and maintain strong 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
• Manage multiple client engagements and ensure timely delivery of high-quality work products
• Develop and implement strategies to improve client satisfaction and retention

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