Baker Tilly US
Now, for tomorrow.
Manager, Mergers and Acquisitions – Tax
Location
California + 1 moreAll locations: California, Washington
Posted
85 days ago
Salary
$130K - $215K / year
Seniority
Senior
Bachelor Degree5 yrs expEnglish
Job Description
• 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.
Job 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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