Bachelor's degree in accounting or related field required
Master's in Taxation or JD with LLM in taxation preferred
Minimum of 8 years of related experience
CPA and/or licensed attorney required
Proven experience leading M&A tax services engagement teams at a large national firm preferred
Strong project management and organizational skills
Excellent interpersonal and communication skills
Responsibilities
Manage client engagements, working directly with C-suite executives
Perform buy-side and sell-side due diligence alongside private equity firms and investment banks
Oversee all aspects of deal execution, including client relationship management
Coordinate services with other practice areas as needed
Build and maintain relationships with existing clients through networking
Provide leadership and supervision to team members
Benefits
Comprehensive compensation and benefits package
Opportunities for professional development and training
Supportive work environment with a focus on teamwork
Potential for travel to client locations
Engagement with high-profile clients and transactions
Full Job Description
Job Description:
Our Mergers and Acquisitions practice works with owners and investors to help them ease their tax burden and quantify tax exposures in a wide range of 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:
Engagement management with clients includes routinely working directly with c-suite executives to perform financial due diligence on middle-market companies in a variety of industries
Work 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
Responsible for all aspects of deal execution including sourcing and managing client relationships, analysis and execution of client deliverables and coaching and managing other team members
Coordinate services as needed with other practice areas of the firm
Build relationships with existing clients, including involvement in networking and business development activities
Provide both leadership and supervision to Staff, Seniors and Managers
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
Minimum of 8 years of related experience
Previous experience in a public accounting or law firm preferred
CPA and/or licensed attorney required.
Previous experience in tax due diligence and merger and acquisitions tax consulting preferred
Proven experience leading M&A tax services engagement teams at a large national professional services firm preferred
Proven market facing skills required to develop new business and sustain existing excellent client relationships
Minimum of 4 years of supervisory and training experience
Strong project management and organizational skills
Excellent Microsoft Excel skills
Strong analytical, presentation and marketing skills required
Excellent interpersonal and verbal & written communication skills
Must be willing and able to travel to client locations
The pay range for this position is $113,300 to $262,300. This range represents a good-faith and reasonable estimate of the compensation the firm expects to pay for this position at the time of posting. Actual compensation will depend on a variety of relevant factors, including an applicant's skills, experience, qualifications, professional certifications, work arrangements, geographic location, and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the range, and compensation decisions depend on the facts and circumstances of each case. Baker Tilly offers a compensation and benefits package to eligible employees.
