Baker Tilly US ยท 2 hours ago
Principal, M&A Tax
Tewksbury, MA
Full-time
Hybrid
Lead/Staff
15+ years expBaker Tilly is a leading advisory, tax and assurance firm, and they are seeking a talented M&A Tax Principal with Private Equity experience. The role involves advising Private Equity clients on complex tax matters, driving client relationships, and fostering the development of team members.
Accounting
Responsibilities
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
Drive the delivery of strategies to Private Equity clients with a strong focus on managing risk and safety
Deliver exceptional tax consulting services to Private Equity clients involved in complex mergers, acquisitions, divestitures, and other restructuring transactions
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 and be someone who is sought after in the marketplace for activities such as speaking at conferences or authoring articles, thereby enhancing the global brand of the Firm
Qualification
Required
A leader with a demonstrated ability to develop relationships and serve as a value architect
Accretive to the team in a manner that allows the Firm to excel against our competition and through the professional and technical advantages brought the candidate
A partner or principal at current firm
Experienced with a proven professional services track-record, working for at least fifteen 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
Viewed as immediately 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 entrepreneur with a track-record of successful business growth
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 skillset to our clients and prospects
Viewed as providing a knowledge base that is a distinguishing factor in our market and will be immediately recognized as a deep specialist in the field, such that your direct involvement in the team elevates the total client experience in a manner that clients and prospects see Baker Tilly as the preferred Firm in the marketplace
A CPA or bar licensed attorney required
Nimble and responsive, with the ability to travel nationally as client and Firm needs may require
Preferred
masters or LLM in taxation desired but not required
Company
Baker Tilly US
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.
10001+ employees
H1B Sponsorship
Baker Tilly US has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (21)
2023 (23)
2022 (26)
2021 (19)
Funding
Current Stage
Late StageLeadership Team
Brett Bowles, CPA
Senior Consultant - Transaction and CFO Advisory
Caleb Tollefson
CFO Advisory Manager
Company data provided by crunchbase