Director, M&A Tax Consulting (PE)
About The Position
Baker Tilly is seeking a Director to help grow its M&A Tax practice in New York City, serving private equity clients on middle-market transactions. The Director will lead significant new and existing private equity relationships and transactions, develop professionals across levels and geographies, and work across the firm's national platform to expand the practice. The position offers the opportunity to build a business, shape the team, and contribute visibly to the Financial Advisory Services division. The M&A Tax team advises private equity sponsors and portfolio companies on buy-side and sell-side transactions. Services include tax due diligence, transaction tax structuring, quantitative tax modeling, and analysis of tax provisions in purchase agreements and other transaction documents. The Director will bring corporate and flow-through transaction tax expertise, commercial judgment, and the ability to lead complex transactions alongside investment professionals, management teams, investment bankers, and legal counsel. The role combines client and transaction leadership with business development, team development, and marketplace representation. The Director will partner with M&A Tax Principals and Managing Directors, build private equity relationships and revenue, collaborate with Financial Due Diligence and other advisory teams, mentor employees, and help develop national and regional growth strategies. The position requires working from the NYC office three days per week and travel as needed to serve clients and meet Firm needs.
Requirements
- At least 12 years of experience in public accounting or a comparable professional services environment.
- At least five years of supervisory and team-development experience.
- CPA or bar-licensed attorney.
- Bachelor's degree in finance, accounting, or a related field.
- Proven professional services experience advising private equity clients on tax aspects of complex domestic and cross-border business transactions, including mergers, acquisitions, divestitures, and restructurings involving debt and equity.
- Experience in tax due diligence, transaction tax structuring, quantitative tax modeling, transaction-document review, and post-acquisition planning for private equity and other middle-market transactions.
- Demonstrated business development, relationship development, business growth, and client service track record.
- Ability to lead others, deliver exceptional client service, stay current through continuous learning, balance big-picture and detailed work, demonstrate ethical knowledge, and complete projects urgently and to a high standard of quality.
- Demonstrated analytical, problem-solving, organizational, interpersonal, project management, communication, and Microsoft Suite skills.
- Strong written and verbal communication skills.
- Ability to travel nationally as client and Firm needs require.
- Willingness and ability to work from the NYC office three days per week and travel as needed to serve clients.
Nice To Haves
- Master of Business Administration or LLM in tax.
- Entrepreneurial ability to market-source new private equity clients, projects, and business.
- Demonstrated ability to develop relationships and serve as a value architect.
- Ability to elevate the technical capabilities of colleagues and help expand service offerings and strengthen the Firm's market reputation.
- Deep specialist knowledge that distinguishes the candidate in the market and elevates the client experience.
Responsibilities
- Advise and influence substantial private equity client relationships to achieve functional objectives and strengthen relationships.
- Provide value-added services critical to obtaining and serving private equity clients.
- Address complex M&A tax-related client matters through innovative and established approaches.
- Lead tax due diligence for buy-side and sell-side transactions, including risk identification, technical analysis, client communication, and development of clear, decision-useful findings.
- Lead tax analysis and negotiation of purchase agreements and other transaction documents with legal counsel and client deal teams, and oversee high-quality client deliverables.
- Lead transaction tax structuring and quantitative tax modeling, including evaluation of alternative structures, tax impacts, negotiation considerations, and post-acquisition planning.
- Network and build strong internal and external relationships to acquire new private equity clients, projects, and revenue.
- Collaborate with Financial Due Diligence and other advisory leaders on integrated deals, and use Baker Tilly's national and regional platform to develop and execute growth strategies.
- Mentor and develop employees.
- Represent Baker Tilly in the marketplace through conference speaking, article authorship, marketing and recruiting activities, and efforts to enhance the Firm's global brand.
- Partner with M&A Tax Principals and Managing Directors to drive national practice growth, primarily in NYC.
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What This Job Offers
Job Type
Full-time
Career Level
Director
