Senior Manager, M&A Tax

Baker Tilly US

Senior Manager leading M&A tax services for private equity and investment banking clients at Baker Tilly. Overseeing due diligence, financial consulting, and client relationship management with a focus on tax optimization.

Posted 6/30/2026full-timeIrvine • California, Washington • 🇺🇸 United StatesSenior💰 $179,850 - $340,970 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in M&A Tax Services, including financial due diligence and client engagement management, while providing leadership and supervision to teams. Proven ability to develop and maintain client relationships and manage multiple engagements effectively.

Highest-signal resume keywords

M&A Tax ServicesFinancial Due DiligenceClient Relationship ManagementProject ManagementCPA or Licensed Attorney

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Due DiligenceM&A Tax ConsultingProject ManagementMicrosoft ExcelAnalytical Skills

Soft Skills

Interpersonal SkillsVerbal CommunicationWritten CommunicationLeadershipNetworking

Certifications & Qualifications

CPAJD with LLM in Taxation

Industry Keywords

Private EquityInvestment BankingMiddle-Market CompaniesBusiness DevelopmentPublic Accounting

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Bachelor's degree with a major in accounting or related field required
Master’s degree in Taxation or JD with LLM in taxation preferred
Minimum of 8 years of related experience
Previous experience in a public accounting or law firm preferred
CPA and/or licensed attorney required
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 existing excellent client relationships
Minimum of 4 years of supervisory and training experience
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%.

Benefits

Comp & perks

Comprehensive compensation and benefits package to eligible employees.