Bachelor's degree in accounting or related field required
Preferred Master's in Taxation or JD with LLM in taxation
CPA or licensed attorney preferred; must meet CPA standards if not licensed
Minimum of 2 years related experience, ideally in public accounting or law firm
Experience in tax due diligence and M&A tax consulting preferred
Analytical skills to assess complex business transactions
Strong communication, project management, and organization skills
Responsibilities
Assist in managing client engagements alongside Managers and Partners
Conduct financial due diligence for middle-market companies across various sectors
Collaborate with private equity firms and investment banks on M&A tax activities
Analyze data and prepare findings for reporting
Draft reports for management review
Research issues arising during engagements
Cultivate client relationships and participate in business development
Benefits
Comprehensive benefits package
Opportunities for travel to client locations (up to 50%)
Focus on professional development and growth
Collaborative work environment with experienced professionals
Participation in networking events and client engagement activities
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.
