Manager - Transaction Advisory Services

About the role

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 attestation 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.

Responsibilities

• Data gathering, document review and preparation of quality of earnings reports.
• Research and financial analysis of target companies.
• Due diligence for both buy side and sell side transactions.
• Communication with clients to ensure delivery of exceptional client service.
• Participation in various marketing and recruiting activities of the firm.
• Opportunities for career development and to advance within the transaction advisory services group.
• Utilization of your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community.
• Investment in your professional development individually and through participation in firm wide learning and development programs.
• Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals.

Requirements

• 5+ years' experience in a large accounting firm in audit, financial advisory or transaction service lines.
• A relevant bachelor’s degree in accounting, finance or related.
• Certified public accountant (CPA) preferred, not required.
• High motivation, initiative and positive attitude.
• Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriately.
• Intermediate modeling and excel skills, experience conducting complex quantitative and qualitative financial analysis and ability to generate data-driven insights.
• Ability to work autonomously, to meet tight deadlines, and to thrive in a fast paced environment with shifting priorities.
• Excellent verbal and written communication, experience presenting analyses to management and ability to lead and drive initiatives.
• To work effectively and thrive in a team environment with all levels of client personnel in various industries.
• To comfortably interact with senior level client personnel, including supporting the preparation of and participating in executive briefings.

Qualifications

• Successful candidates will have:
• High motivation, initiative and positive attitude.
• Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriately.
• Intermediate modeling and excel skills, experience conducting complex quantitative and qualitative financial analysis and ability to generate data-driven insights.
• Ability to work autonomously, to meet tight deadlines, and to thrive in a fast paced environment with shifting priorities.
• Excellent verbal and written communication, experience presenting analyses to management and ability to lead and drive initiatives.
• To work effectively and thrive in a team environment with all levels of client personnel in various industries.
• To comfortably interact with senior level client personnel, including supporting the preparation of and participating in executive briefings.

Skills

• Strong analytical and problem-solving skills.
• Excellent interpersonal and communication skills.
• Ability to work independently and as part of a team.
• Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint.
• Knowledge of financial reporting and auditing standards.

Benefits

Baker Tilly offers a comprehensive compensation and benefits package, including:

• Competitive salary range of $126,000 - $182,000.
• Health, dental, vision, and life insurance.
• 401(k) retirement plan with company match.
• Flexible work arrangements.
• Professional development opportunities.
• Employee assistance program.
• Work-life balance initiatives.

Pay

The pay rate range for this job position is $126,000-$182,000. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees/certifications, work arrangements and geographic location.

Schedule

Hours and schedule may vary based on project demands and client needs.