Transactions Tax (M&A), Director

$210,380 - $455,850/Yr

Baker Tilly Advisory Group, LP - San Diego, CA

Full-time - Senior

San Diego, CA

10,001+ employees

About the position

The Director of Transactions Tax (M&A) at Baker Tilly Advisory Group, LP is a leadership role focused on providing tax advisory services related to mergers and acquisitions. This position involves pre-transaction readiness, tax due diligence, transaction tax structuring, and post-transaction integration services. The Director will work closely with firm leadership and associates to drive growth, mentor staff, and enhance the firm's service offerings in a rapidly growing public accounting environment.

Responsibilities

• Work with clients on tax matters associated with integration, divestment, joint ventures, public equity offerings, and legal entity realignment.
• Deliver appropriate tax consulting and compliance services to companies involved in large mergers, acquisitions, divestitures, and other restructuring transactions.
• Direct complex tax research, formulate tax-planning strategies, and perform tax department assessments.
• Utilize entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue.
• Actively participate in requests for proposals to pursue additional clients/services for the firm.
• Operate within and effectively leverage Baker Tilly's matrixed structure of industry, service, and geography to develop and execute growth strategies.
• Represent Baker Tilly and develop relationships nationally, participate in relevant industry events, and undertake speaking engagements.

Requirements

• Bachelor's degree in accounting required; master's or advanced degree desirable.
• CPA required; LLM in Taxation or Juris Doctorate desired.
• At least fifteen years in Professional Services working on tax transactions related to mergers and acquisitions.
• Proven success and knowledge in growing and building a book of business and an entrepreneurial nature.
• Demonstrated ability to develop relationships and serve as a value architect.
• Strong management, analytical, organization, interpersonal, project management, and communication skills.
• Ability to lead and supervise others, provide exceptional client service, and demonstrate commitment to continuous learning.
• Ability to travel nationally as needed for client engagements.

Nice-to-haves

• Experience in tax technology system implementation service line.
• Proven experience in marketing and sourcing new clients and business.

Benefits

• Competitive compensation package based on skills and experience.
• Opportunities for professional development and growth within the firm.