Job Information
Baker Tilly Advisory Group, LP State and Local Tax Senior Manager (M&A Focused) in Minneapolis, Minnesota
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. Responsibilities Baker Tilly, one of the fastest growing CPA advisory firms in the nation, has an incredible career opportunity for a State & Local Tax Senior Manager - M&A to join our growing State & Local Tax (SALT) practice! Our SALT practice is made up of 40+ professionals across the U.S., providing a full spectrum of services including Income & Franchise tax, Sales & Use tax, Real & Personal Property tax, Unclaimed Property and Voluntary Disclosure & Remediation 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 like working directly with CFO's & owners of middle market clients and SALT leaders of Fortune 500 clients 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 tax nexus, research projects, ruling requests, process review, reverse audit, credits & incentives and property tax. Most of your work will be 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 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:
- Research state tax issues including nexus determinations, high-level taxability analyses, an conformity when required
- 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
- 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 report; research & financial analysis of target companies
- Due diligence for both buy side and sell side transactions
- 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
- 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 related field required; Masters or advanced degree preferred
- CPA, CMI or JD/LLM required
- Eight (8) + year(s) experience in state and local tax, professional services firm experience preferred
- Five (5)+ 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 #LI-YB1 #LI-Hybrid