Hybrid M&A Tax Manager – Partnership Consulting, Modeling

at Baker Tilly US

• Job title: M&A Tax Manager – Partnership Consulting, Modeling
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: $130,000 - $215,000 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Denver, United States

About the role

• M&A Tax Manager responsible for developing transaction advisory services for complex financial needs at Baker Tilly. Collaborating with partners and clients to ensure exceptional service and strategic tax advice.

Responsibilities

• Developing and implementing transaction advisory services to our clients to meet their complex financial needs.
• Interacting directly with Partners on matters related to client and engagement management.
• Modeling financial transactions to be used in valuation, structuring and negotiation.
• Preparing detailed memoranda and presentations describing the key attributes of client companies and industries.
• Assisting in the review and analysis of the tax aspects of acquisition and merger agreements and drafting tax opinion letters and memoranda.
• Identifying and analyzing tax risks and opportunities while advising on alternative tax strategies for acquisition, disposition and restructuring of businesses.
• Reviewing, assessing and advising clients regarding tax computations reflected in their financial models; and assisting clients in the quantitative and qualitative analysis of the tax data in their financial projections for the transaction.
• Data gathering, document review and preparation of reports.
• Research & financial analysis of target companies.
• Due diligence for both buy side and sell side transactions.
• Transaction structuring for tax and accounting issues.
• Negotiation support.
• Communication with business owners to ensure delivery of exceptional client service.
• Participating in various marketing and recruiting activities of the firm.

Requirements

• Bachelor's degree in finance, Accounting or related field required; or a graduate degree and 4 years of related work experience.
• 5+ years of work related experience in a mid to large size professional services firm
• Certified Public Accountant CPA or JD/LLM required.
• Tax due diligence, deal structuring and post-acquisition planning experience and/or inbound and outbound transaction consulting with international tax research, planning and compliance experience.
• Demonstrated analytical, problem-solving, organization, interpersonal, project management, communication skills, and highly developed Microsoft Suite skills required.
• Strong written communication skills
• Ability to provide exceptional client service, demonstrate commitment to continuous learning, display appropriate ethical knowledge and commitment and exhibit a sense of urgency and commitment to quality and the timely completion of duties.

Benefits

• Continuous learning and development programs