M&A Tax Senior - Private Equity

Baker Tilly•New York, NY

11d•$98,200 - $158,000•Hybrid

About The Position

Baker Tilly is growing its M&A Tax practice in New York City, with a dedicated team focused on private equity and middle-market transactions. The team advises private equity sponsors and portfolio companies on buy-side and sell-side transactions, including tax due diligence, transaction tax structuring, quantitative tax modeling, and tax provisions in purchase agreements and other transaction documents. The M&A Tax Senior works directly with experienced M&A Tax professionals on live private equity transactions and receives hands-on training in tax diligence, transaction structuring, quantitative modeling, and technical issues that drive deal decisions. The practice is entrepreneurial, collaborative, and integrated across levels, operating as a national team with regional connectivity. Team members have visibility to Financial Advisory Services leaders and direct exposure to Principals and Managing Directors involved in deals. The role offers opportunities to build technical depth, client judgment, and leadership skills as the team grows. The role requires working from the NYC office three days per week. The posted pay range is $98,200–$158,000. Actual compensation depends on relevant factors, and Baker Tilly offers a compensation and benefits package to eligible employees.

Requirements

Bachelor's degree with a major in accounting or a related field.
At least 3 years of work-related experience.
Excellent interpersonal, verbal, and written communication skills.
Strong project management and organizational skills.
Ability to analyze complex business and transaction situations.
Strong independent problem-solving skills.
Strong Excel skills.
Willingness and ability to work from the NYC office three days per week.
If not a CPA or licensed attorney, must meet the educational requirements to obtain a CPA or attorney license in the state of employment upon hire.

Nice To Haves

Master’s degree in Taxation or JD with LLM in taxation.
CPA or licensed attorney.
M&A Tax experience at a Big Four firm.

Responsibilities

Support Managers, Senior Managers, Principals, and Managing Directors in day-to-day execution of tax due diligence and other M&A Tax engagements for middle-market private equity clients.
Work with client teams, private equity sponsors, portfolio company management, investment bankers, and other transaction participants on buy-side and sell-side tax due diligence.
Analyze tax data and transaction materials, identify tax risks and opportunities, and prepare clear findings and supporting analyses.
Assist with tax structuring and quantitative tax modeling, including evaluating the tax impacts of alternative transaction structures.
Research federal income tax issues arising in transactions and translate technical conclusions into practical deal advice.
Assist with review of tax provisions in purchase agreements and other transaction documents, working with senior team members and legal counsel.
Collaborate with the Financial Due Diligence team and other advisory specialists to provide coordinated deal support.
Responsibly use AI tools to accelerate delivery of M&A Tax services.
Liaise with dedicated offshore M&A Tax team members in India as part of a global delivery model.