M&A Tax Director - Private Equity

Baker Tilly•New York, NY

11d•$194,700 - $393,000•Hybrid

About The Position

Baker Tilly is seeking an M&A Tax Director to help grow its New York City-based M&A Tax practice serving private equity clients on middle-market transactions. The team advises private equity sponsors and portfolio companies on buy-side and sell-side matters, 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 deals alongside investment professionals, management teams, investment bankers, and legal counsel. The role leads significant new and existing private equity relationships and transactions, develops professionals across levels and geographies, and works across Baker Tilly’s national platform to grow the practice. The culture is described as entrepreneurial and collaborative, with national reach, strong regional connectivity, and visibility to Financial Advisory Services leadership. The position offers the opportunity to build business, shape the team, and contribute to the broader division. The Director will partner with M&A Tax Principals and Managing Directors to drive growth, primarily in New York City; source new private equity clients and projects; lead client work and strategic decisions; and contribute to process improvements and professional development. The role also represents Baker Tilly in the marketplace through speaking, writing, marketing, and recruiting activities. 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–$393,000. Actual compensation depends on relevant qualifications and other business and organizational factors. Baker Tilly offers a compensation and benefits package to eligible employees.

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 required.
Bachelor’s degree in finance, accounting, or a related field required.
Proven professional services 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.
Demonstrated business development, relationship development, business growth, and client service track record.
Ability to lead others, provide exceptional client service, stay current through continuous learning, see both the big picture and details, demonstrate ethical knowledge, and deliver quality work on time with urgency and commitment.
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, and willingness and ability to travel as needed to serve clients.
Willingness and ability to work from the NYC office three days per week.

Nice To Haves

Master of Business Administration or LLM in tax preferred.

Responsibilities

Advise and influence substantial private equity client relationships, strengthen relationships, and help achieve client objectives.
Provide value-added services that support the acquisition and service of private equity clients.
Address complex M&A tax matters using 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 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 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 across levels and geographies.
Represent Baker Tilly 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 practice growth, primarily in New York City.
Contribute to process improvements and strategic client and Firm decisions.