Senior Manager, M&A Tax Consulting

Location: Irvine, California, United States; willingness to travel to client locations required

Salary: $113,300–$262,300 per year

Company

Baker Tilly provides tax, assurance, advisory, and accounting services through a global network of independent firms.

What you will do

• Manage client engagements and perform financial due diligence on middle-market companies.
• Work with private equity firms, strategic clients, and investment banks on buy-side and sell-side transactions.
• Deliver tax due diligence, tax structuring, quantitative tax modeling, transaction agreement review, and technical tax support.
• Lead deal execution, manage client deliverables, and coordinate services with other practice areas.
• Build client relationships through networking and business development activities.
• Coach, supervise, and develop Staff, Senior, and Manager-level professionals.

Requirements

• Bachelor’s degree in accounting or a related field.
• At least 8 years of related experience, including at least 4 years of supervisory and training experience.
• CPA and/or licensed attorney qualification required.
• Experience managing multiple client engagements, with strong project management and organizational skills.
• Excellent Microsoft Excel, analytical, presentation, marketing, and communication skills.
• Must be willing and able to travel to client locations.

Nice to have

• Master’s degree in Taxation or a JD with an LLM in taxation.
• Experience in public accounting or a law firm.
• Experience in tax due diligence and M&A tax consulting.
• Experience leading M&A tax engagement teams at a large national professional services firm.

Culture & Benefits

• Full-time employment with compensation and benefits for eligible employees.
• Work involves collaboration with executives, private equity firms, investment banks, and multiple internal practice areas.
• Opportunities to lead teams, develop client relationships, and contribute to business development.
• Equal opportunity employment in accordance with applicable federal, state, and local law.