Baker Tilly

Senior Consultant, Mergers & Acquisitions (M&A) Tax

Baker Tilly$84K — $164K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in accounting or related field
  • Master's in Taxation or JD with LLM in taxation preferred
  • CPA or licensed attorney preferred; must meet educational requirements to obtain license if not currently licensed
  • Minimum 2 years of related experience, preferably in public accounting or law firm
  • Experience in tax due diligence and M&A tax consulting is preferred
  • Ability to analyze complex business situations
  • Strong project management and organizational skills

Responsibilities

  • Assist Managers and Partners with client engagement management
  • Conduct financial due diligence on middle-market companies
  • Work with private equity firms and investment banks on M&A activities
  • Perform analytical reviews of data and compile findings
  • Draft reports for management review
  • Research issues during engagements
  • Build client relationships and participate in networking activities

Benefits

  • Comprehensive compensation and benefits package
  • Opportunities for professional development and advancement
  • Engagement with diverse industries including private equity and investment banking
  • Travel opportunities to client locations up to 50%
  • Collaborative team environment with leadership roles for Staff
Full Job Description
Job Description:

Introduction to the team

Our Mergers and Acquisitions practice works with owners and investors to help structure transactions, ease their tax burden and quantify tax exposures in a wide range of business transactions, including buy-side and sell-side, restructuring, taxable and tax-free transactions. We provide our clients with tax due diligence, tax structuring, quantitative tax modeling services, transaction agreement review and consultation and tax technical support.

Responsibilities:
  • Assist Managers and Partners in engagement management of clients, conducting financial due diligence on middle-market companies in a variety of industries
  • Work directly with client leaders and alongside 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
  • Conduct analytical reviews of data and prepare findings
  • Create draft reports for management review
  • Research issues that arise during the course of engagement
  • Build relationships with existing clients, including involvement in networking and business development activities
  • Provide both leadership and supervision to Staff

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
  • CPA or licensed attorney preferred. If not a CPA or licensed attorney, must meet educational requirements to obtain CPA or attorney license in state of employment upon hire
  • Minimum of 2 years of related experience required preferably with a public accounting firm or law firm
  • Previous experience in tax due diligence and merger and acquisitions tax consulting preferred
  • Must have the ability to analyze complex business and transaction situations
  • Must have the ability to work on multiple engagements simultaneously and learn new business quickly
  • Strong project management and organizational skills
  • Strong Microsoft Excel skills
  • Strong presentation skills and marketing abilities are required
  • Excellent interpersonal and verbal & written communication skills
  • Must be willing and able to travel to client locations up to 50%


The pay rate range for this job position is $84,000 to $164,000. 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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