About this role
About the Role 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.
What You'll Do
- 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
What We're Looking For
- Deep technical expertise in complex corporate and flow-through transaction tax structuring
- Proven track record leading complex, high-stakes M&A transactions with strategic tax insights for Private Equity clients
- Strong relationship management and business development skills, with ability to market-source new Private Equity clients and opportunities
- Experience collaborating with deal teams, investment bankers, legal advisors, and portfolio company management
- Demonstrated ability to mentor and develop team members, fostering a collaborative, high-performance culture
- Strategic thinker with entrepreneurial drive and a passion for client success and talent development
- Ability to navigate Baker Tilly's matrixed structure and work with regional and national leaders