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Principal, Mergers and Acquisitions (M&A) Tax

Baker Tilly Advisory Group, LP

Tewksbury, Massachusetts

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JOB DETAILS
SKILLS
Accounting, American Institute of Certified Public Accountants (AICPA), Applicant Tracking System, Bakery, Business Development, Business Services, Business Strategy, Certified Public Accountant (CPA), Coaching, Consulting, Customer Support/Service, Entrepreneurship, Facebook, Investment Management, Legal, LinkedIn, Mentoring, Mergers and Acquisitions, Process Improvement, Professional Services, Recruiting/Staffing Agency, Regulations, Talent Management, Team Player, Time Management
LOCATION
Tewksbury, Massachusetts
POSTED
6 days ago
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.

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Job Description:

Description

We are seeking a talented Mergers and Acquisitions (M&A) Tax Principal with Private Equity experience and exceptional technical and relationship development skills to join our dynamic Private Equity-focused team.

The ideal candidate possesses deep technical expertise in complex corporate and flow-through transaction tax structuring and a proven track record of leading complex, high-stakes transactions with strategic tax insights that create significant value for Private Equity clients. This individual excels at building and maintaining strong relationships, collaborating seamlessly with deal teams, investment bankers, legal advisors, and portfolio company management to foster confidence and drive deal momentum. They demonstrate outstanding business development acumen, identifying emerging opportunities and articulating tailored tax solutions that resonate with senior stakeholders.

The candidate will be a dedicated mentor and leader, committed to developing and inspiring team members through coaching, feedback, and fostering a collaborative, high-performance culture that elevates overall team capabilities.

If you are a strategic thinker with entrepreneurial drive and a passion for both client success and talent development, we invite you to apply for an opportunity to help shape the future of our firm.

You will enjoy this role if:
  • You are excited to drive growth and able to market-source new Private Equity clients and new business
  • You take a strategic approach to the execution of client work and Firm responsibilities; are consulted by clients on most 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 inspires others 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

About the Company

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Baker Tilly Advisory Group, LP

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