Senior Consultant, Mergers & Acquisitions (M&A) Tax

OVERVIEW

• Baker Tilly is a leading advisory, tax and assurance firm, providing clients
• with a genuine coast-to-coast and global advantage in major regions of the U.S.
• and in many of the world’s leading financial centers – New York, London, San
• Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and
• Baker Tilly US, LLP (Baker Tilly) provide professional services through an
• alternative practice structure in accordance with the AICPA Code of Professional
• Conduct and applicable laws, regulations and professional standards. Baker Tilly
• US, LLP is a licensed independent CPA firm that provides attest services to its
• clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax
• and business advisory services to their clients. Baker Tilly Advisory Group, LP
• and its subsidiary entities are not licensed CPA firms.

• Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly,
• are independent members of Baker Tilly International, a worldwide network of
• independent accounting and business advisory firms in 141 territories, with
• 43,000 professionals and a combined worldwide revenue of $5.2 billion.
• Visit bakertilly.com or join the conversation
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• Please discuss the work location status with your Baker Tilly talent acquisition
• professional to understand the requirements for an opportunity you are
• exploring.

• Baker Tilly is an equal opportunity/affirmative action employer. All qualified
• applicants will receive consideration for employment without regard to race,
• color, religion, sex, national origin, disability or protected veteran status,
• gender identity, sexual orientation, or any other legally protected basis, in
• accordance with applicable federal, state or local law.

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• Group, LP, employee e-mail accounts are considered property of Baker Tilly
• Advisory Group, LP, and are not subject to payment of agency fees. In order to
• be an authorized recruitment agency ("search firm") for Baker Tilly Advisory
• Group, LP, there must be a formal written agreement in place and the agency must
• be invited, by Baker Tilly's Talent Attraction team, to submit candidates for
• review via our applicant tracking system.

JOB DESCRIPTION

• Introduction to the team

• Our Mergers and Acquisitions practice works with owners and investors to help
• structure transactions, ease their tax burden and quantify tax exposures in a
• wide range of business 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.

Responsibilities

• Assist Managers and Partners in engagement management of clients, conducting

financial due diligence on middle-market companies in a variety of industries

• Work directly with client leaders and 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

• Conduct analytical reviews of data and prepare findings
• Create draft reports for management review
• Research issues that arise during the course of engagement
• Build relationships with existing clients, including involvement in

networking and business development activities

• Provide both leadership and supervision to Staff

Qualifications

• Bachelor's degree with a major in accounting or related field required
• Master’s degree in Taxation or JD with LLM in taxation preferred
• CPA or licensed attorney preferred. If not a CPA or licensed attorney, must

meet educational requirements to obtain CPA or attorney license in state of

employment upon hire

• Minimum of 2 years of related experience required preferably with a public

accounting firm or law firm

• Previous experience in tax due diligence and merger and acquisitions tax

consulting preferred

• Must have the ability to analyze complex business and transaction situations
• Must have the ability to work on multiple engagements simultaneously and

learn new business quickly

• Strong project management and organizational skills
• Strong Microsoft Excel skills
• Strong presentation skills and marketing abilities are required
• Excellent interpersonal and verbal & written communication skills
• Must be willing and able to travel to client locations up to 50%

The pay rate range for this job position is $84,000 to $164,000. Actual

compensation is influenced by a variety of relevant factors including but not

limited to applicant’s skills, prior experience, qualifications, degrees,

professional certifications, work arrangements and geographic location. Baker

Tilly offers a comprehensive compensation and benefits package to eligible

employees.