M&A Tax Advisory Associate - January 2027

Baker TillyIrvine, Pasadena, CaliforniaOn-siteFull-timeNew grad, 0–1 yearsListed 4 hours ago

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About this role

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:

Introduction to the team  
Our Mergers and Acquisitions practice works with owners and investors to help them ease their tax burden and quantify tax exposures in a wide range of transactions, including buy-side and sell-side, restructuring, taxable and tax-free transactions. We provide our clients with tax due diligence, tax structuring, quantitative tax modeling services, transaction agreement review and consultation and tax technical support.  You will gain knowledge of the firm's Merger & Acquisition services as well as assist project managers, clients, and peers on various consulting engagements.

Responsibilities:

- Assist Seniors, Managers and Principals in conducting financial due diligence on middle-market companies in a variety of industries

- Conduct analytical reviews of data and prepare findings

- Create draft reports for management review

- Research issues that arise during the course of engagement

Qualifications:

Successful candidates will have:

- Bachelor’s degree with a major in accounting or a related field required, with sufficient course work and credits to sit for the CPA exam in the state you are being considered
- Able to understand problems, think critically, research and identify creative solutions

- Ability to collaborate and work effectively across functions/departments/teams while building trusted relationships and positively influencing others

- Self-directed professional and takes initiative for professional growth and development

- There is currently no immigration sponsorship available for this position
- Microsoft Suite skills

- Ability to travel as needed, approximately 15%

The pay rate range for this position is $66,400 to $110,000. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.