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.