M&A Tax Senior – Private Equity

Baker Tilly • New York, NY

1d • $98,200 - $158,000 • Hybrid

About The Position

Baker Tilly is growing its M&A Tax practice from its New York City headquarters, where the Senior will join 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 with experienced professionals on live private equity transactions and receives hands-on training in tax diligence, transaction structuring, quantitative modeling, and technical issues that inform deal decisions. The practice is entrepreneurial, collaborative, and integrated across levels, with national-team coordination and regional connectivity. The role offers exposure to leaders across Financial Advisory Services and to Principals and Managing Directors involved in deals, along with opportunities to develop technical depth, client judgment, and leadership skills.

The position is based from the New York City office and requires working there three days per week. Compensation is offered within a stated range of $98,200 to $158,000, with actual compensation dependent on relevant factors. Eligible employees may receive a compensation and benefits package; specific benefits are not listed.

Requirements

• Bachelor’s degree with a major in accounting or a related field.
• At least 3 years of experience; the posting specifies a minimum of 1 year of M&A Tax experience at a Big Four firm or 3 years of business tax compliance or consulting experience, with public accounting firm or law firm experience preferred.
• 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 Microsoft Word, Excel, and PowerPoint skills.
• Willingness and ability to work from the New York City office 3 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 a JD with an LLM in taxation.
• CPA or licensed attorney.
• M&A Tax experience at a Big Four firm.
• Business tax compliance or consulting experience with a public accounting firm or law firm.

Responsibilities

• Support Managers, Senior Managers, Principals, and Managing Directors with 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 findings and supporting analyses.
• Assist with tax structuring and quantitative tax modeling, including evaluating tax impacts of alternative transaction structures.
• Research federal income tax issues arising in transactions and translate technical conclusions into practical deal advice.
• Assist with reviewing tax provisions in purchase agreements and other transaction documents, working with senior team members and legal counsel.
• Collaborate with the Financial Due Diligence (FDD) team and other advisory specialists to provide coordinated deal support.
• Use AI tools responsibly 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior