Senior Consultant, Mergers & Acquisitions (M&A) Tax

Baker Tilly • San Diego, CA

16h

About The Position

Our Mergers and Acquisitions practice works with owners and investors to help structure transactions, ease their tax burden and quantify tax exposures in a wide range of business transactions, including buy-side and sell-side, restructuring, taxable and tax-free transactions. We provide our clients with tax due diligence, tax structuring, quantitative tax modeling services, transaction agreement review and consultation and tax technical support.

Requirements

• Bachelor's degree with a major in accounting or related field required
• Minimum of 2 years of related experience required preferably with a public accounting firm or law firm
• Must have the ability to analyze complex business and transaction situations
• Must have the ability to work on multiple engagements simultaneously and learn new business quickly
• Strong project management and organizational skills
• Strong Microsoft Excel skills
• Strong presentation skills and marketing abilities are required
• Excellent interpersonal and verbal & written communication skills
• Must be willing and able to travel to client locations up to 50%

Nice To Haves

• Master’s degree in Taxation or JD with LLM in taxation preferred
• CPA or licensed attorney preferred. If not a CPA or licensed attorney, must meet educational requirements to obtain CPA or attorney license in state of employment upon hire
• Previous experience in tax due diligence and merger and acquisitions tax consulting preferred

Responsibilities

• Assist Managers and Partners in engagement management of clients, conducting financial due diligence on middle-market companies in a variety of industries
• Work directly with client leaders and alongside private equity firms, strategic clients and investment banks to perform buy-side and sell-side due diligence as well as other M&A tax activities
• Conduct analytical reviews of data and prepare findings
• Create draft reports for management review
• Research issues that arise during the course of engagement
• Build relationships with existing clients, including involvement in networking and business development activities
• Provide both leadership and supervision to Staff

Benefits

• The compensation range for this role is $84,000 to $164,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

What This Job Offers

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