At a Glance
- Tasks: Lead complex partnership tax projects and develop detailed models for tax allocations.
- Company: Join BTVK Advisory, a global leader in business advisory services.
- Benefits: Competitive salary, professional development, and opportunities for travel.
- Other info: Dynamic environment with opportunities for leadership and mentorship.
- Why this job: Make a real impact in M&A tax consulting and work with top-tier clients.
- Qualifications: 10+ years in partnership tax consulting; CPA or JD preferred.
Overview
In this role, you help optimize taxes for complex buy-side and sell-side transactions, focusing on partnership tax matters. You will work within the Partnership Consulting & Modelling Group to model allocations, analyze tax exposures, and support due diligence. You will collaborate with core tax teams to deliver high-quality tax and economic modeling for formations, restructurings, and acquisitions. This position offers opportunities to shape deal structures, publish technical insights, and present at conferences in a fast-paced, client-driven environment.
Responsibilities
- Develop partnership income and debt allocation models, Section 704(c) tracking, and other complex items for tax return support
- Perform high-level and detailed tax/economic modeling for partnerships-related transactions (formations, restructurings, acquisitions, dispositions)
- Prepare complex distribution waterfalls and income allocations ensuring Section 704(b) compliance and detailed purchase price allocations
- Provide technical U.S. federal tax guidance for due diligence, mergers, and acquisition projects within the group
- Analyze target company tax data to assess historical trends, exposures, and opportunities, coordinating with tax/accounting providers
- Design efficient tax structures for acquisitions/dispositions/restructurings, including basis step-up and tax efficiency considerations
- Manage projects and contribute to the growth of the practice, ensuring timely, high-quality deliverables
- Support proposals and business development, including marketing materials, and author technical articles for publication
- Travel domestically as needed for client meetings and firm events
- Provide leadership and mentorship to staff at various levels
Key requirements
- Bachelor’s in accounting or equivalent; Master’s in Taxation or JD with LLM in taxation preferred
- Minimum 10 years of relevant experience, preferably in public accounting or law firm
- CPA and/or licensed attorney required
- Extensive experience in partnership tax consulting including 704(c), 704(b), tax capital tracking, and basis adjustments
- Proven experience with private equity firms and strategic buyers/sellers
- Strong analytical skills for complex business/transaction analysis
- Proficient in tax and economic modeling
- Experience supervising and mentoring staff
- Excellent project management, organizational, and communication skills
- Ability to work independently and collaboratively; manage multiple priorities
- Strong communication (verbal and written)
- Analytical thinking
- Mentorship and leadership
- Tax and economic modeling
- Section 704(c) tracking
- Tax structuring for acquisitions
Director, M&A Tax - Partnership Consulting & Modelling in London employer: Baker Tilly
BTVK Advisory is an exceptional employer, offering a dynamic work environment that fosters collaboration and innovation in the field of M&A Tax. With a commitment to employee growth, we provide extensive training opportunities and encourage participation in industry conferences, ensuring our team remains at the forefront of tax consulting. Located in a global network with diverse operations, employees benefit from a rich culture that values diversity and inclusion, making it a rewarding place to build a meaningful career.
