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 attest 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.
• Participate in various marketing and recruiting activities of the firm.
• Opportunities for career development and to advance within the transaction advisory services group.
• Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community.
• Invest 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.
• Ability to work effectively and thrive in a team environment with all levels of client personnel in various industries.
• Comfortable interacting with senior level client personnel, including supporting the preparation of and participating in executive briefings.

Qualifications

• Highly motivated and proactive individual with a passion for delivering high-quality work and building long-term relationships with clients.
• Strong analytical and problem-solving skills with the ability to manage multiple projects simultaneously.
• Excellent interpersonal and communication skills, with the ability to communicate complex financial concepts clearly and concisely to clients and colleagues at all levels.
• Ability to work independently and as part of a team, with a focus on collaboration and teamwork.
• Proven ability to manage time effectively and prioritize tasks to meet deadlines.
• Experience in financial analysis, due diligence, and transaction advisory services.
• Knowledge of accounting principles and practices, including GAAP and IFRS.
• Experience with financial modeling, Excel, and other relevant software tools.

Skills

• Strong analytical and problem-solving skills.
• Excellent interpersonal and communication skills.
• Ability to manage multiple projects simultaneously.
• Proven ability to manage time effectively and prioritize tasks to meet deadlines.
• Experience in financial analysis, due diligence, and transaction advisory services.
• Knowledge of accounting principles and practices, including GAAP and IFRS.
• Intermediate modeling and Excel skills.

Benefits

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

• Competitive salary range of $126,000 - $182,000.
• Health, dental, and vision insurance.
• Paid time off and vacation days.
• Flexible work arrangements.
• Professional development and training opportunities.
• Employee assistance program.
• Retirement savings plan with company match.

Pay

$126,000 - $182,000

Schedule

Full-time, permanent position.