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 them 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 relationships with clients, and leading M&A tax services engagement teams.

Responsibilities

• Routinely work directly with c-suite executives on financial due diligence on middle-market companies in 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 other 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

Requirements

• 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 M&A tax consulting preferred
• Proven experience leading M&A tax services engagement teams at a large national professional services firm
• Minimum of 4 years of supervisory and training experience
• Proven market-facing skills to develop new business and sustain existing client relationships
• Strong project management and organizational skills
• Excellent Microsoft Excel skills
• Strong analytical, presentation, and marketing skills
• Excellent interpersonal and verbal/written communication skills

Qualifications

• CPA and/or licensed attorney required
• Willingness and ability to travel up to 50% of the time

Benefits

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