Manager, Mergers and Acquisitions – Tax
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Job Description
Manager overseeing M&A Tax services at Baker Tilly, a leading advisory, tax and assurance firm. Role includes transaction advisory services and client engagement management across various industries.
Responsibilities:
- 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.
- 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
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