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.
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