M&A Tax Director - Private Equity

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.  

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Job Description:

 

Baker Tilly is growing its M&A Tax practice based in our new headquarters in New York City, where you will join a dedicated team serving private equity clients on middle-market transactions. We are seeking a Director with deep M&A Tax and private equity experience to help lead this next stage of growth.

Our M&A Tax team advises private equity sponsors and portfolio companies on both buy-side and sell-side transactions, including tax due diligence, transaction tax structuring, quantitative tax modeling, and the tax provisions of purchase agreements and other transaction documents. The successful candidate will combine deep corporate and flow-through transaction tax expertise with strong commercial judgment and the ability to lead complex transactions alongside investment professionals, management teams, investment bankers, and legal counsel.

Our M&A Tax culture is entrepreneurial and collaborative across levels. We operate as a national M&A Tax practice with strong regional connectivity, and the New York team has meaningful visibility to leadership across Financial Advisory Services. Principals and Managing Directors stay closely involved in deal execution, client relationships, and team development.

In this role, you will lead significant new and existing private equity relationships and related transactions, develop professionals across levels and geographies, and work across Baker Tilly's national platform to grow the practice. The environment provides substantial room for an ambitious, team-oriented leader to build a business, shape the team, and have a visible impact on the broader Financial Advisory Services division.

If you are a strategic, entrepreneurial leader who enjoys winning in the market, developing people, and working shoulder-to-shoulder with colleagues on complex deals, we invite you to help build the next chapter of Baker Tilly's M&A Tax practice.

You will enjoy this role if:

• You are excited to partner closely with M&A Tax Principals and Managing Directors to drive growth in the practice nationally but primarily in NYC
• You have entrepreneurial savvy and can 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
• Lead tax due diligence for both buy-side and sell-side transactions, including risk identification, technical analysis, client communication, and the development of clear, decision-useful findings.
• Lead the tax analysis and negotiation of purchase agreements and other transaction documents, working directly with legal counsel and client deal teams, and oversee high-quality client deliverables.
• Lead transaction tax structuring and quantitative tax modeling, including evaluation of alternative structures, tax impacts, negotiation considerations, 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
• Collaborate with our Financial Due Diligence team and other advisory leaders on integrated deals, while leveraging Baker Tilly's national and regional platform to develop and execute growth strategies.
• Be responsible for mentoring 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
• 12+ years of experience in public accounting or a comparable professional services environment, with at least five years of supervisory and team-development experience.
• CPA or bar-licensed attorney required
• Bachelor's degree in finance, accounting, or related field required; Master of Business Administration or LLM, in tax, preferred.
• 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 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, transaction tax structuring, quantitative tax modeling, transaction-document review, and post-acquisition planning for private equity and other middle-market transactions.
• 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
• Demonstrated analytical, problem-solving, organization, interpersonal, project management, communication, and Microsoft Suite skills required
• Strong written and verbal communication skills
• Nimble and responsive, with the ability to travel nationally as client and Firm needs may require
• Must be willing and able to work from our NYC office 3 days per week.
• Must be willing and able to travel as needed to serve clients

The pay range for this position is $194,700 - $393,000. This range represents a good-faith and reasonable estimate of the compensation the firm expects to pay for this position at the time of posting. Actual compensation will depend on a variety of relevant factors, including an applicant’s skills, experience, qualifications, professional certifications, work arrangements, geographic location, and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the range, and compensation decisions depend on the facts and circumstances of each case. Baker Tilly offers a compensation and benefits package to eligible employees.

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