Associate – M&A Tax Advisory

Baker Tilly US

. Assist Seniors, Managers and Partners in conducting financial due diligence on middle-market companies across various industries .

Posted 9/21/2026full-timeIrvine • California • United StatesJuniorMid-Level💰 $83,000 - $105,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial due diligence, tax structuring, and quantitative tax modeling, with a strong foundation in accounting principles. Proven ability to conduct analytical reviews, prepare reports, and collaborate effectively across teams while fostering trusted relationships.

Highest-signal resume keywords

Financial Due DiligenceTax Due DiligenceQuantitative Tax ModelingCPA CertificationAnalytical Review

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisTax StructuringMergers and Acquisitions ConsultingReport PreparationData Analysis

Soft Skills

Critical ThinkingCollaborationProblem SolvingInitiativeRelationship Building

Tools & Technologies

Microsoft OfficeExcelWordPowerPointOutlookSharePoint

Certifications & Qualifications

CPA PreferredEducational Requirements for CPA License

Industry Keywords

Public AccountingTax ConsultingMiddle-Market CompaniesEngagement ResearchTransaction Agreement Review

About the role

Key responsibilities & impact

Assist Seniors, Managers and Partners in conducting financial due diligence on middle-market companies across various industries
Conduct analytical reviews of data and prepare findings
Create draft reports for management review
Research issues arising during engagements
Assist project managers, clients, and peers on various consulting engagements
Support tax due diligence, tax structuring, quantitative tax modeling, transaction agreement review and consultation, and tax technical support

Requirements

What you’ll need

Bachelor’s degree with a major in accounting or a related field required
CPA preferred
If not a CPA, must meet educational requirements to obtain CPA license upon hire in state of employment
Must be legally authorized to work in the United States on a full-time basis upon hire
Baker Tilly will not consider candidates who require sponsorship for employment visa status now or in the future
Minimum 1 year of related experience
Previous experience in a public accounting firm or law firm preferred
Previous experience in tax due diligence and mergers and acquisitions tax consulting preferred
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 who takes initiative for professional growth and development
Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook, and SharePoint)
Ability to travel as needed, approximately 15%

Benefits

Comp & perks

Comprehensive compensation and benefits package
Opportunity for professional growth and development
Ability to travel as needed, approximately 15%