Baker Tilly

M&A Tax Senior Consultant - Partnership Consulting and Modeling

Baker Tilly$91K — $145K *
Lehi, UT 84043In-Person
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in finance, accounting, or related field; or a graduate degree with 2 years of experience.
  • 2+ years in a mid to large-sized professional services firm.
  • Certified Public Accountant (CPA) or JD/LLM required.
  • Experience in tax due diligence, deal structuring, and international transaction consulting.
  • Strong analytical, problem-solving, and project management skills with advanced Microsoft Suite proficiency.
  • Exceptional written communication skills.
  • Commitment to client service and continuous learning.

Responsibilities

  • Develop and implement transaction advisory services for clients.
  • Interact with partners on client and engagement management matters.
  • Model financial transactions for valuation, structuring, and negotiation purposes.
  • Prepare detailed memoranda and presentations on client attributes and industries.
  • Analyze tax risks and opportunities for business acquisitions and restructurings.
  • Review and advise clients on tax computations in financial models.
  • Conduct due diligence for buy-side and sell-side transactions.

Benefits

  • Comprehensive compensation and benefits package.
Full Job Description
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 2 years of related work experience.
  • 2+ 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 pay rate range for this job position is $91,000 to $145,350. 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. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees

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