Managing Director, Mergers and Acquisitions (M&A) Tax

Baker Tilly•New York, NY

3d•$299,930 - $393,680•Hybrid

About The Position

We are seeking a talented Mergers and Acquisitions (M&A) Tax Managing Director with Private Equity experience and exceptional technical, client service, and relationship development skills to join our dynamic Private Equity-focused team. The ideal candidate possesses deep technical expertise in complex corporate and flow-through transaction tax structuring and a proven track record of leading high-stakes, complex transactions, leveraging strategic tax insights to create significant value for Private Equity clients. This individual excels at building and maintaining strong relationships, collaborating seamlessly with deal teams, investment bankers, legal advisors, and portfolio company management to foster confidence and drive deal momentum. They demonstrate strong business development acumen, identifying emerging opportunities and articulating tailored tax solutions that resonate with senior stakeholders. The candidate will be a dedicated mentor and leader, committed to developing and inspiring team members through coaching, feedback, and fostering a collaborative, high-performance culture that elevates overall team capabilities. In this role, you will develop and implement transaction advisory services for clients with complex financial needs. Open to location. Our clients include privately held and publicly traded companies, private equity funds, mezzanine funds, banks, and business development companies. This multi-faceted client base provides a variety of opportunities across numerous industries and a constant flow of challenging and meaningful work. If you are a strategic thinker with entrepreneurial drive and a passion for both client success and talent development, we invite you to apply to help shape our firm's future.

Requirements

A leader with a demonstrated ability to develop relationships and serve as a value architect
Thirteen (13)+ years’ experience in public accounting, with at least five (4+) years of supervisory experience counseling associates
Accretive to the team in a manner that allows the Firm to excel against our competition through the professional and technical advantages brought by the candidate
Experienced with a proven professional services track record, working for at least ten years with Private Equity clients on tax aspects of complex domestic and cross-border business transactions, including mergers, acquisitions, divestitures, and restructurings involving debt and equity
Experienced in tax due diligence, deal structuring, post-acquisition planning, and/or inbound and outbound transaction consulting with international tax research, planning, and compliance experience
Viewed as capable of leading and elevating the technical base of our people, such that we are able to safely expand our service offerings and strengthen our reputation in the marketplace
A proven business developer with a track record of successful business growth, relationship development, and client service
Able to lead others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current, see the big picture as well as the details, display appropriate ethical knowledge, and exhibit a sense of urgency and commitment to quality and the timely completion of projects
Capable of providing a technical skill set that allows the Firm to attract a more complex and diverse client base and bring that skill set to our clients and prospects
Viewed as providing a knowledge base that is a distinguishing factor in our market and recognized as a deep specialist in the field, such that your direct involvement in the team elevates the total client experience and positions Baker Tilly as the preferred Firm in the marketplace
Bachelor's degree in finance, accounting, or related field required
CPA or bar-licensed attorney required
Demonstrated analytical, problem-solving, organization, interpersonal, project management, communication, and Microsoft Suite skills required
Strong written communication skills
Nimble and responsive, with the ability to travel nationally as client and Firm needs may require
Must be local to Manhattan, and be willing and able to travel as needed to serve clients

Nice To Haves

master's degree or LLM in taxation desired but not required

Responsibilities

Advise and influence substantial Private Equity client relationships to achieve functional objectives and strengthen relationships
Provide value-added services that are critical to our ability to obtain and serve Private Equity clients
Address complex M&A tax-related client matters through both innovative and established approaches
Deliver exceptional tax consulting services to Private Equity clients involved in complex mergers, acquisitions, divestitures, and other restructuring transactions
Identify and analyze tax risks and opportunities while advising on alternative tax strategies for the acquisition, disposition, and restructuring of businesses
Review, assess, and advise clients regarding tax computations reflected in financial models; assist clients in the quantitative and qualitative analysis of tax data in financial projections for transactions
Lead tax due diligence for both buy-side and sell-side transactions, including data gathering, document review, report preparation, research, and financial analysis of target companies
Analyze the tax aspects of acquisition and merger agreements and oversee the preparation of tax opinion letters, memoranda, reports, and presentations
Support transaction structuring for tax and accounting issues, valuation, structuring, negotiation, and post-acquisition planning
Utilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new Private Equity clients, projects, and revenue
Operate within and effectively leverage Baker Tilly's matrixed structure of industry, service, and geography to develop and execute growth strategies and work in close coordination with regional and national leaders
Be responsible for building your legacy and succession plan through the development of our people
Represent Baker Tilly in the marketplace through activities such as speaking at conferences, authoring articles, participating in marketing and recruiting activities, and enhancing the global brand of the Firm