Overview

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.  

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Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

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Job Description:

 

Responsibilities

At Baker Tilly, we invest in our people. We believe in continuous learning and development and have a number of programs to ensure the success of our people. As we continue to grow our Transaction Services practice, we are seeking to add a Manager to our Transaction Services Tax team in any of our offices. In this role, you will be developing and implementing transaction advisory services to our clients to meet their complex financial needs. Open to location. Our clients include privately held and publicly traded companies, private equity funds, mezzanine funds, banks, and business development companies. This multi-faceted client base allows us to provide our staff with a variety of opportunities across numerous industries, and a constant flow of challenging and meaningful work.

• Interact directly with Partners on matters related to client and engagement management

• Modeling financial transactions to be used in valuation, structuring and negotiation

• Prepare detailed memoranda and presentations describing the key attributes of client companies and industries

• Assist in the review and analysis of the tax aspects of acquisition and merger agreements and draft tax opinion letters and memoranda

• Identify and analyze tax risks and opportunities while advising on alternative tax strategies for acquisition, disposition and restructuring of businesses

• Review, assess and advise clients regarding tax computations reflected in their financial models; and assist clients in the quantitative and qualitative analysis of the tax data in their financial projections for the transaction

• Data gathering, document review and preparation of reports

• Research & financial analysis of target companies

• Due diligence for both buy side and sell side transactions

• Transaction structuring for tax and accounting issues

• Negotiation support

• Communication with business owners to ensure delivery of exceptional client service

• Participate in various marketing and recruiting activities of the firm

Qualifications

• Bachelor's degree in finance, Accounting or related field required; or a graduate degree and 4 years of related work experience.

• 5+ years of work related experience in a mid to large size professional services firm

• Certified Public Accountant CPA or JD/LLM required.

• Tax due diligence, deal structuring and post-acquisition planning experience and/or inbound and outbound transaction consulting with international tax research, planning and compliance experience

• Demonstrated analytical, problem-solving, organization, interpersonal, project management, communication skills, and highly developed Microsoft Suite skills required.

• Strong written communication skills

• Ability to provide exceptional client service, demonstrate commitment to continuous learning, display appropriate ethical knowledge and commitment and exhibit a sense of urgency and commitment to quality and the timely completion of duties

The compensation range for this role is $130,000 to $215,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.