State and Local Tax Manager- M&A Focused at Baker Tilly in Denver, Colorado

Job Description:

Overview



Baker Tilly US, LLP (Baker Tilly) is a leading advisory CPA 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 and Chicago. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 145 territories, with 41,000 professionals and a combined worldwide revenue of $4.7 billion.


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 US, LLP, employee e-mail accounts are considered property of Baker Tilly US, LLP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly US, LLP, 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.


Responsibilities



Baker Tilly , one of the fastest growing CPA advisory firms in the nation, has an incredible career opportunity for a State & Local Tax Manager- M&A, that focuses on income tax and sales/ use tax to join our growing State & Local Tax (SALT) practice!


Our SALT practice is made up of professionals across the U.S., providing a full spectrum of services primarily including Income & Franchise tax, Sales & Use tax, and Real & Personal Property tax by industry needs. As a member of this talented team, you will help clients capitalize on strategic ideas and planning techniques that ensure state and local tax compliance, reduce expenses and enhance cash flow.



You will enjoy this role if:

• You would like to work directly with CFO's, owners and leaders from middle market and Fortune 500 companies to help them solve their most complex state & local tax challenges.


• You want to continue to expand your leadership experiences and hone your consulting skills as a comprehensive SALT professional in areas such as, sales/income tax nexus and compliance, research projects, ruling requests, process review, reverse audits, and credits & incentives. Your work will be compliance and consulting focused.


• You crave a leadership opportunity to help build a fast growing, entrepreneurial State & Local tax practice who is also down-to-earth and thrives in collaboration.


• You want to be part of a firm that values specialty tax practices and is invested in your success, providing the resources and support for you to grow now, for tomorrow.

What you'll do:

• Due diligence for both buy side and sell side transactions


• Interact directly with Partners and Federal M&A team on matters related to client and engagement management


• Assist in the review and analysis of the state and local tax aspects of acquisition and merger agreements and draft tax opinion letters and memoranda; reviewing state tax issues including but not limited to nexus determinations, state income tax filing positions, high-level taxability analyses, and conformity when required, etc.


• Identify and analyze state and local tax risks and opportunities while advising on alternative state and local tax strategies for acquisition, disposition and restructuring of businesses


• Review, assess and advise clients regarding state and local tax computations reflected in their financial models; and assist clients in the quantitative and qualitative analysis of the tax data in their financial projections for the transaction


• Data gathering, document review and detail review of reports


• Research & financial analysis of target companies


• Assist with addressing issues and questions for internal clients and potential prospects


• Communication with key stakeholders throughout transaction


• Assist with quantification of potential liabilities and voluntary disclosure projects


• Negotiation support


• Communicate with business owners to ensure delivery of exceptional client service


• Manage a group of associates and senior associates on engagements to ensure developmental skills


• Assist with managing client engagement staffing, billings/collections, and ensure client profitability targets are met


• Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community


• Invest in your professional development individually and through participation in firm wide learning and development programs


• Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals

Qualifications

• Bachelor's degree in Accounting, Finance or other related field required; Masters or advanced degree preferred


• CPA or JD/ LLM required


• Five (5) + year(s) experience in state and local tax, professional services firm experience preferred


• 2+ year(s) of supervisory experience, mentoring and counseling associates desired


• Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects.


• Eligibility to work in the U.S., without sponsorship, highly preferred

Additional Information



For California, Colorado, New York and Washington: The compensation range for this role is $86,220 to $182,770. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.


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