Transactions Tax Senior Manager

$134,530 - $291,490/Yr

Baker Tilly Advisory Group, LP - San Diego, CA

Full-time - Senior

San Diego, CA

10,001+ employees

About the position

Baker Tilly is seeking a Senior Manager in their National Specialty Tax Practice, specializing in Merger and Acquisitions Tax Transactions. This role focuses on pre-transaction readiness, tax due diligence, transaction tax structuring, tax remediation, and post-transaction integration services. The position offers a significant opportunity to impact office growth and requires collaboration with firm leadership and associates to serve clients and build the business. The ideal candidate will also mentor and coach staff, contributing to their professional development.

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 request 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 and work in close coordination with regional and national leaders.
• 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 10 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 with 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 range of $134,530 to $291,490 based on skills, experience, qualifications, and geographic location.