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.

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 entrepreneurial skills to network and build strong relationships internally and externally with clients and the community.
• Investment in professional development individually and through participation in firm-wide learning and development programs.
• Supporting 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.

Qualifications

• 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.

Skills

• Strong analytical and problem-solving skills.
• Excellent interpersonal and communication skills.
• Ability to manage multiple projects simultaneously.
• Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint.

Benefits

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

• Competitive salary range of $126,000 - $182,000.
• Health insurance coverage.
• Paid time off.
• Retirement savings plans.
• Professional development opportunities.
• Flexible work arrangements.
• Employee assistance program.

Pay

$126,000 - $182,000

Schedule

Full-time, permanent position. Flexible work arrangements may be available based on the candidate's preferences and the needs of the firm.