[Remote] M&A Tax Manager - Partnership Consulting & Modeling
Note: The job is a remote job and is open to candidates in USA. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage. The M&A Tax Manager will develop and implement transaction advisory services to meet clients' complex financial needs, interacting directly with partners and managing client engagements.
Responsibilities
• 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
Skills
• 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
Company 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. It was founded in 1931, and is headquartered in Chicago, IL, US, with a workforce of 10001+ employees. Its website is http://www.bakertilly.com.
Company H1B Sponsorship
• Baker Tilly US has a track record of offering H1B sponsorships, with 7 in 2025, 19 in 2024, 23 in 2023, 25 in 2022, 19 in 2021. Please note that this does not guarantee sponsorship for this specific role.
Apply Now
Apply Now
Responsibilities
• 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
Skills
• 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
Company 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. It was founded in 1931, and is headquartered in Chicago, IL, US, with a workforce of 10001+ employees. Its website is http://www.bakertilly.com.
Company H1B Sponsorship
• Baker Tilly US has a track record of offering H1B sponsorships, with 7 in 2025, 19 in 2024, 23 in 2023, 25 in 2022, 19 in 2021. Please note that this does not guarantee sponsorship for this specific role.
Apply Now
Apply Now