Transactional Tax (M&A), Manager

BAKER TILLY ADVISORY GROUP, LP. - Milwaukee, WI

Full-time - Mid Level

Milwaukee, WI

10,001+ employees

About the position

The Transactional Tax (M&A) Manager at Baker Tilly Advisory Group, LP is responsible for developing and implementing transaction advisory services tailored to meet the complex financial needs of clients. This role involves direct interaction with partners, modeling financial transactions, preparing detailed memoranda, and analyzing tax aspects of acquisition and merger agreements. The position offers opportunities to work with a diverse client base, including privately held and publicly traded companies, private equity funds, and banks, providing a dynamic and challenging work environment.

Responsibilities

• Interact directly with Partners on matters related to client and engagement management
• Model 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

Requirements

• Bachelor's degree in Accounting, Finance, or related field
• 5+ years of experience in tax advisory services, particularly in M&A
• Strong understanding of tax regulations and compliance
• Excellent analytical and problem-solving skills
• Ability to communicate complex tax concepts clearly to clients and team members

Nice-to-haves

• Master's degree in Taxation or related field
• CPA or equivalent certification
• Experience with private equity and mezzanine funds
• Familiarity with financial modeling and valuation techniques

Benefits

• Continuous learning and development programs
• Opportunities for career advancement
• Flexible work arrangements
• Comprehensive health insurance
• 401(k) retirement plan with company matching