Job Description:Introduction to the teamOur 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.
