M&A Tax Director - Private Equity

Baker Tilly•New York, NY

1d•$194,700 - $393,000•Hybrid

About The Position

Baker Tilly is expanding its M&A Tax practice from its New York City headquarters and is seeking a Director to help lead the practice’s growth, primarily serving private equity clients on middle-market transactions. The role advises private equity sponsors and portfolio companies on buy-side and sell-side deals, including tax due diligence, transaction tax structuring, quantitative tax modeling, and 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 with investment professionals, management teams, investment bankers, and legal counsel. The Director will lead significant new and existing private equity relationships and transactions, develop professionals across levels and geographies, and work across Baker Tilly’s national platform to grow the practice. The role offers the opportunity to build a business, shape the team, and contribute visibly to the Financial Advisory Services division. The M&A Tax team is described as entrepreneurial and collaborative, with strong regional connectivity and close involvement from Principals and Managing Directors in deal execution, client relationships, and team development. The position requires working from the NYC office three days per week and travel as needed to serve clients and meet Firm needs. The stated pay range is $194,700 to $393,000; actual compensation depends on relevant factors such as skills, experience, qualifications, certifications, work arrangements, and geographic location. Baker Tilly offers a compensation and benefits package to eligible employees.

Requirements

At least 12 years of experience, ideally in public accounting or a comparable professional services environment.
At least five years of supervisory and team-development experience.
Demonstrated experience serving 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.
Proven business development, relationship development, business growth, and client service track record.
Bachelor’s degree in finance, accounting, or a related field.
CPA or bar-licensed attorney.
Demonstrated analytical, problem-solving, organizational, interpersonal, project management, communication, and Microsoft Suite skills.
Strong written and verbal communication skills.
Ability to lead others, provide exceptional client service, stay current through continuous learning, balance strategic perspective with attention to detail, demonstrate ethical knowledge, and deliver quality work on time.
Ability to travel nationally as client and Firm needs may require.
Willingness and ability to work from the NYC office three days per week and travel as needed to serve clients.
Ability to lead and elevate the technical capabilities of colleagues and bring a distinguishing technical skill set to clients and prospects.

Nice To Haves

Master’s degree or LLM in taxation.
Experience in public accounting or a comparable professional services environment is preferred.
Deep M&A tax and private equity experience, including corporate and flow-through transaction tax expertise.
Experience marketing and sourcing new private equity clients, projects, and business.

Responsibilities

Advise and influence substantial private equity client relationships, achieve functional objectives, and strengthen relationships.
Provide value-added services that support acquiring and serving private equity clients.
Address complex M&A tax matters using innovative and established approaches.
Lead buy-side and sell-side tax due diligence, 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 client deliverables.
Lead transaction tax structuring and quantitative tax modeling, including evaluating alternative structures, tax impacts, negotiation considerations, and post-acquisition planning.
Network and build 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 professionals across levels and geographies.
Represent Baker Tilly in the marketplace through conference speaking, article writing, marketing and recruiting activities, and work to enhance the Firm’s global brand.
Partner with M&A Tax Principals and Managing Directors to drive practice growth nationally, primarily in New York City.
Contribute to professional growth and development, model respectful and ethical conduct, and help improve processes and results.