M&A Tax Senior Manager – Partnership Consulting, Modeling
Baker Tilly US
full-time
Posted on:
Location Type: Remote
Location: Remote • California, Colorado, Kansas • 🇺🇸 United States
Visit company websiteSalary
💰 $190,000 - $330,000 per year
Job Level
Senior
About the role
- Developing and implementing transaction advisory services to clients to meet their complex financial needs.
- Interact directly with Partners on matters related to client and engagement management.
- Modeling financial transactions to be used in valuation, structuring and negotiation.
- Prepare detailed memoranda and presentations describing the key attributes of client companies and industries.
- Assist in the review and analysis of the tax aspects of acquisition and merger agreements and draft tax opinion letters and memoranda.
- Identify and analyze tax risks and opportunities while advising on alternative tax strategies for acquisition, disposition and restructuring of businesses.
- Review, assess and advise clients regarding tax computations reflected in their financial models and assist 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.
- Participate 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.
- 8+ 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
- Professional development opportunities
- Flexible work arrangements
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial modelingtax analysistransaction advisory servicesdue diligencedeal structuringpost-acquisition planningtax risk assessmentquantitative analysisqualitative analysisfinancial analysis
Soft skills
analytical skillsproblem-solving skillsorganizational skillsinterpersonal skillsproject management skillscommunication skillsclient servicecommitment to continuous learningethical knowledgesense of urgency
Certifications
Certified Public Accountant (CPA)JD/LLM