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.  

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.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory 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:

 

Description

We are seeking a talented Mergers and Acquisitions (M&A) Tax Managing Director with Private Equity experience and exceptional technical, client service, and relationship development skills to join our dynamic Private Equity-focused team.

The ideal candidate possesses deep technical expertise in complex corporate and flow-through transaction tax structuring and a proven track record of leading high-stakes, complex transactions, leveraging strategic tax insights to create significant value for Private Equity clients. This individual excels at building and maintaining strong relationships, collaborating seamlessly with deal teams, investment bankers, legal advisors, and portfolio company management to foster confidence and drive deal momentum. They demonstrate strong business development acumen, identifying emerging opportunities and articulating tailored tax solutions that resonate with senior stakeholders.

The candidate will be a dedicated mentor and leader, committed to developing and inspiring team members through coaching, feedback, and fostering a collaborative, high-performance culture that elevates overall team capabilities.

In this role, you will develop and implement transaction advisory services for clients with complex financial needs. Open to location. Our clients include privately held and publicly traded companies, private equity funds, mezzanine funds, banks, and business development companies. This multi-faceted client base provides a variety of opportunities across numerous industries and a constant flow of challenging and meaningful work.

If you are a strategic thinker with entrepreneurial drive and a passion for both client success and talent development, we invite you to apply to help shape our firm's future.

You will enjoy this role if:

• You are excited to drive growth and able to market-source new Private Equity clients, projects, and business
• You take a strategic approach to the execution of client work and Firm responsibilities; are consulted by clients on important business and strategic decisions; and implement new ideas in an effort to improve processes and achieve better results
• You want to work for a leading advisory firm that is growing and creating exceptional opportunities
• You are passionate about contributing to your team's professional growth and development, creating opportunities for others as well as yourself
• You set yourself apart as a role model for others and inspire others to do the same
• You are someone who treats all principals, employees, and clients with respect and is timely and responsive, listens well, considers others' points of view, and is intolerant of disrespectful or unethical behavior

What You Will Do:

• Advise and influence substantial Private Equity client relationships to achieve functional objectives and strengthen relationships
• Provide value-added services that are critical to our ability to obtain and serve Private Equity clients
• Address complex M&A tax-related client matters through both innovative and established approaches
• Deliver exceptional tax consulting services to Private Equity clients involved in complex mergers, acquisitions, divestitures, and other restructuring transactions
• Identify and analyze tax risks and opportunities while advising on alternative tax strategies for the acquisition, disposition, and restructuring of businesses
• Review, assess, and advise clients regarding tax computations reflected in financial models; assist clients in the quantitative and qualitative analysis of tax data in financial projections for transactions
• Lead tax due diligence for both buy-side and sell-side transactions, including data gathering, document review, report preparation, research, and financial analysis of target companies
• Analyze the tax aspects of acquisition and merger agreements and oversee the preparation of tax opinion letters, memoranda, reports, and presentations
• Support transaction structuring for tax and accounting issues, valuation, structuring, negotiation, and post-acquisition planning
• Utilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new Private Equity clients, projects, and revenue
• Operate within and effectively leverage Baker Tilly's matrixed structure of industry, service, and geography to develop and execute growth strategies and work in close coordination with regional and national leaders
• Be responsible for building your legacy and succession plan through the development of our people
• Represent Baker Tilly in the marketplace through activities such as speaking at conferences, authoring articles, participating in marketing and recruiting activities, and enhancing the global brand of the Firm

Qualifications

Successful candidates will be:

• A leader with a demonstrated ability to develop relationships and serve as a value architect
• Thirteen (13)+ years’ experience in public accounting, with at least five (4+) years of supervisory experience counseling associates
• Accretive to the team in a manner that allows the Firm to excel against our competition through the professional and technical advantages brought by the candidate
• Experienced with a proven professional services track record, working for at least ten years with Private Equity clients on tax aspects of complex domestic and cross-border business transactions, including mergers, acquisitions, divestitures, and restructurings involving debt and equity
• Experienced in tax due diligence, deal structuring, post-acquisition planning, and/or inbound and outbound transaction consulting with international tax research, planning, and compliance experience
• Viewed as capable of leading and elevating the technical base of our people, such that we are able to safely expand our service offerings and strengthen our reputation in the marketplace
• A proven business developer with a track record of successful business growth, relationship development, and client service
• Able to lead others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current, see the big picture as well as the details, display appropriate ethical knowledge, and exhibit a sense of urgency and commitment to quality and the timely completion of projects
• Capable of providing a technical skill set that allows the Firm to attract a more complex and diverse client base and bring that skill set to our clients and prospects
• Viewed as providing a knowledge base that is a distinguishing factor in our market and recognized as a deep specialist in the field, such that your direct involvement in the team elevates the total client experience and positions Baker Tilly as the preferred Firm in the marketplace
• Bachelor's degree in finance, accounting, or related field required; master's degree or LLM in taxation desired but not required
• CPA or bar-licensed attorney required
• Demonstrated analytical, problem-solving, organization, interpersonal, project management, communication, and Microsoft Suite skills required
• Strong written communication skills
• Nimble and responsive, with the ability to travel nationally as client and Firm needs may require
• Must be local to Manhattan, and be willing and able to travel as needed to serve clients

The pay rate range for this job position is $299,930 to $393,680. Actual compensation is influenced by a variety of relevant factors, including but not limited to the 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.