Tax Advisory Services Manager

4 days ago


Portland, Maine, United States Baker Newman Noyes LLC Full time

About Us


Baker Newman Noyes (BNN) is a top-tier tax, assurance, and advisory firm in the U.S., renowned for its exceptional client service. Founded on the principle of creating opportunities for employees, clients, and communities, BNN provides expert accounting and advisory services across various industries. With offices in Maine, Massachusetts, and New Hampshire, BNN has established a reputation for teamwork, collaboration, and client excellence throughout New England and beyond.


About the Position


A successful Transaction Advisory Services Tax Manager will be responsible for leading buy-side and sell-side tax transaction advisory engagements for middle market companies in diverse industries and private equity investors. Key responsibilities include analyzing terms sheets and related legal documents, reviewing financial models and analysis to facilitate tax advisory and structuring services, conducting buy-side and sell-side tax due diligence, and other tax-related transaction services engagements.


Competencies and Position Requirements



  • Delivers high-caliber client service
  • Effective project management, analytical, interpersonal, and oral and written communication skills
  • Thrives in a dynamic and collaborative work environment
  • Advanced knowledge of tax compliance and planning at both the federal and state level
  • Provides innovative solutions to complex client problems
  • Demonstrates the ability to take a "hands-on" approach to ensure project deliverables are completed timely and accurately
  • Reviews staff and senior work timely and thoroughly to ensure that objectives are achieved
  • Provides seniors and staff with timely, honest, and constructive feedback and serves as a formal and/or informal mentor to staff as appropriate
  • Demonstrates the ability to manage multiple engagements to a successful and efficient completion
  • Generates, pursues, and assists in closing proposal opportunities with existing and/or potential clients
  • Highly responsive to the client's needs and requests
  • Manages the client's expectations and the day-to-day client relationship
  • Meets time deadlines in a highly variable and dynamic work environment while also meeting or exceeding quality requirements
  • Motivates staff through their professional and technical reputation, enthusiasm, and positive attitude

Education and Experience


To be considered for this role, candidates should possess:



  • Five or more years of experience in taxation with a public accounting firm
  • Masters or other form of 150 college credit hours with requisite accounting-related courses (Bachelor's degrees may be considered in some situations)
  • CPA certificate or advanced professional degree required

Work Environment


We offer a supportive and collaborative culture, flexible work arrangements, and a range of benefits, including:



  • A flexible paid time off program, 5 sick days, 11 paid holidays
  • 6-week paid parental leave
  • Health, Dental, Pet, Vision, Disability, and Life Insurances
  • 401(k) Plan with company match
  • Profit Sharing Plan
  • Business-casual office environment

BNN is an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity and expression, national origin, age, disability, genetic information, veteran status, marital status, or any other protected characteristic under applicable law.



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