M&A Tax Manager – Partnership Consulting, Modeling
Baker Tilly US
full-time
Posted on:
Location Type: Hybrid
Location: Denver • California, Colorado, Kansas, Washington • 🇺🇸 United States
Visit company websiteSalary
💰 $130,000 - $215,000 per year
Job Level
Mid-LevelSenior
About the role
- Developing and implementing transaction advisory services to our clients to meet their complex financial needs.
- Interacting directly with Partners on matters related to client and engagement management.
- Modeling financial transactions to be used in valuation, structuring and negotiation.
- Preparing detailed memoranda and presentations describing the key attributes of client companies and industries.
- Assisting in the review and analysis of the tax aspects of acquisition and merger agreements and drafting tax opinion letters and memoranda.
- Identifying and analyzing tax risks and opportunities while advising on alternative tax strategies for acquisition, disposition and restructuring of businesses.
- Reviewing, assessing and advising clients regarding tax computations reflected in their financial models; and assisting clients in the quantitative and qualitative analysis of the tax data in their financial projections for the transaction.
- Data gathering, document review and preparation of reports.
- Research & financial analysis of target companies.
- Due diligence for both buy side and sell side transactions.
- Transaction structuring for tax and accounting issues.
- Negotiation support.
- Communication with business owners to ensure delivery of exceptional client service.
- Participating in various marketing and recruiting activities of the firm.
Requirements
- Bachelor's degree in finance, Accounting or related field required; or a graduate degree and 4 years of related work experience.
- 5+ years of work related experience in a mid to large size professional services firm
- Certified Public Accountant CPA or JD/LLM required.
- Tax due diligence, deal structuring and post-acquisition planning experience and/or inbound and outbound transaction consulting with international tax research, planning and compliance experience.
- Demonstrated analytical, problem-solving, organization, interpersonal, project management, communication skills, and highly developed Microsoft Suite skills required.
- Strong written communication skills
- Ability to provide exceptional client service, demonstrate commitment to continuous learning, display appropriate ethical knowledge and commitment and exhibit a sense of urgency and commitment to quality and the timely completion of duties.
Benefits
- Continuous learning and development programs
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial modelingtax analysistransaction advisorydue diligencedeal structuringpost-acquisition planningtax compliancefinancial analysisquantitative analysisqualitative analysis
Soft skills
analytical skillsproblem-solvingorganizationinterpersonal skillsproject managementcommunication skillsclient servicecommitment to continuous learningethical knowledgesense of urgency
Certifications
Certified Public Accountant (CPA)JD/LLM