Senior Manager, M&A Tax
Baker Tilly•Irvine, CA
About The Position
Our Mergers and Acquisitions practice works with owners and investors to help them ease their tax burden and quantify tax exposures in a wide range of 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 8 years of related experience
- CPA and/or licensed attorney required.
- Proven experience managing multiple client engagements
- Strong project management and organizational skills
- Excellent Microsoft Excel skills
- Strong analytical, presentation and marketing skills 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
- Previous experience in a public accounting or law firm preferred
- Previous experience in tax due diligence and merger and acquisitions tax consulting preferred
- Proven experience leading M&A tax services engagement teams at a large national professional services firm preferred
- Proven market facing skills required to develop new business and sustain excellent client relationships
- Minimum of 4 years of supervisory and training experience
Responsibilities
- Engagement management with clients includes routinely working directly with c-suite executives to perform financial due diligence on middle-market companies in a variety of industries
- Work 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
- Responsible for all aspects of deal execution including sourcing and managing client relationships, analysis and execution of client deliverables and coaching and managing other team members
- Coordinate services as needed with other practice areas of the firm
- Build relationships with existing clients, including involvement in networking and business development activities
- Provide both leadership and supervision to Staff, Seniors and Managers
Benefits
- Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
