Mergers and Acquisitions Tax Senior - Private Equity

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 on LinkedIn, Facebook and Instagram.  

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Job Description:

 

Baker Tilly is growing its M&A Tax practice based in our new headquarters in New York City, where you will join a dedicated team focused on private equity and middle-market transactions. Our M&A Tax professionals advise private equity sponsors and their portfolio companies on both buy-side and sell-side transactions, including tax due diligence, transaction tax structuring, quantitative tax modeling, and the tax provisions of purchase agreements and other transaction documents. As an M&A Tax Senior, you will work directly with experienced M&A Tax professionals on live private equity transactions, with hands-on training in tax diligence, transaction structuring, quantitative modeling, and the technical issues that drive deal decisions.

Our M&A Tax culture is entrepreneurial, collaborative, and highly integrated across levels. We operate as a national M&A Tax team with strong regional connectivity, giving team members meaningful visibility to leaders across Financial Advisory Services and direct exposure to Principals and Managing Directors who remain actively involved on deals. For ambitious professionals who are great team players, this practice offers significant opportunities to build technical depth, client judgment, leadership skills, and a long-term career as the team continues to grow.

Responsibilities:

• Support Managers, Senior Managers, Principals, and Managing Directors in the day-to-day execution of tax due diligence and other M&A Tax engagements for middle-market private equity clients.
• Work directly with client teams, private equity sponsors, portfolio company management, investment bankers, and other transaction participants on buy-side and sell-side tax due diligence.
• Analyze tax data and transaction materials, identify tax risks and opportunities, and prepare clear findings and supporting analyses.
• Assist with tax structuring and quantitative tax modeling, including evaluating the tax impacts of alternative transaction structures.
• Research federal income tax issues that arise in transactions and translate technical conclusions into practical deal advice.
• Assist with the review of tax provisions in purchase agreements and other transaction documents, working with senior team members and legal counsel.
• Collaborate with our Financial Due Diligence team and other advisory specialists to provide coordinated deal support to clients.
• Responsibly use AI tools to accelerate delivery of M&A Tax services.
• Liaise with offshore dedicated M&A Tax team members in India as part of a global delivery model.

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
• 3+ years of work-related experience
• M&A Tax experience at a Big Four firm preferred
• Excellent interpersonal and verbal & written communication skills 
• Strong project management and organizational skills
• Must have the ability to analyze complex business and transaction situations 
• Strong independent problem-solving skills
• Strong Excel skills 
• Must be willing and able to work from our NYC office 3 days per week

The pay range for this position is $98,200 – 158,000. This range represents a good-faith and reasonable estimate of the compensation the firm expects to pay for this position at the time of posting. Actual compensation will depend on a variety of relevant factors, including an applicant’s skills, experience, qualifications, professional certifications, work arrangements, geographic location, and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the range, and compensation decisions depend on the facts and circumstances of each case. Baker Tilly offers a compensation and benefits package to eligible employees.

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