Senior, M&A Tax Consulting (PE)

Baker Tilly • New York, NY

1d • $98,200 - $158,000 • Hybrid

About The Position

Baker Tilly is growing its M&A Tax practice, based in its New York City headquarters. The role joins 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.

As an M&A Tax Senior, you will work directly with experienced professionals on live private equity transactions and receive hands-on training in tax diligence, transaction structuring, quantitative modeling, and technical issues that influence deal decisions. The practice is entrepreneurial, collaborative, and integrated across levels, with national-team collaboration, regional connections, visibility to Financial Advisory Services leaders, and direct exposure to Principals and Managing Directors who remain involved in deals. The role offers opportunities to build technical expertise, client judgment, and leadership skills.

Requirements

• Bachelor's degree with a major in accounting or a related field.
• At least 3 years of work-related experience.
• If not a CPA or licensed attorney, meet the educational requirements to obtain a CPA or attorney license in the state of employment upon hire.
• 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 3 days per week.

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.

Responsibilities

• Support Managers, Senior Managers, Principals, and Managing Directors in day-to-day 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 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 reviewing tax provisions in purchase agreements and other transaction documents, in coordination with senior team members and legal counsel.
• Collaborate with the Financial Due Diligence 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