Bachelor's degree in accounting or related field is required
Master's in Taxation or JD with LLM in taxation preferred
CPA or licensed attorney preferred; educational requirements for licensure must be met if not already certified
Minimum of 2 years of related experience, preferably in public accounting or law
Experience in tax due diligence and M&A tax consulting preferred
Ability to analyze complex business situations
Strong project management, organizational, and presentation skills
Responsibilities
Assist Managers and Partners with client engagement management
Conduct financial due diligence on middle-market companies
Collaborate with private equity firms and investment banks on buy-side and sell-side due diligence
Perform analytical reviews of data and prepare findings
Draft reports for management review
Research issues arising during engagements
Build and maintain client relationships, engaging in networking activities
Benefits
Comprehensive compensation and benefits package
Opportunities for professional development and networking
Involvement in diverse M&A projects
Potential for significant travel for client engagement
Collaborative work environment with leadership roles
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.
