Manager - Transaction Advisory Services (Health Care)
for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must only include sections when posting has real specific content. We have overview (company description) maybe "About the role"? Could be "About the role" includes overview of role and company? The posting includes "Overview" describing Baker Tilly, then "Job Description" describing role. We could treat "About the role" as overview of role (maybe combine overview and job description?). But we need to follow instructions: Use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can create sections: About the role (company overview + role summary), Responsibilities (list of duties), Requirements (experience/education), Qualifications (maybe CPA preferred?), Skills (list of skills), Pay (pay rate range), Benefits (mention of comprehensive compensation and benefits package). Schedule not mentioned, so omit.
We must not repeat job title as heading. No Job ID. Remove boilerplate like EEO, equal opportunity, unsolicited resumes, recruitment agency, etc. Also remove navigation, cookie, legal, etc. Also remove "Please discuss the work location status with your Baker Tilly talent acquisition professional..." maybe not needed. Also remove "Baker Tilly is an equal opportunity/affirmative action employer..." etc. Also remove "Any unsolicited resumes..." etc. Also remove "Visit bakertilly.com or join the conversation..." maybe not needed? It's not boilerplate? It's promotional but maybe considered boilerplate? It's not EEO but still maybe considered generic. Safer to remove promotional social media links. Keep substantive info: overview of firm, role description, responsibilities list, requirements list, qualifications, skills, pay, benefits.
We must preserve ALL substantive information; do not invent or summarize away detail. So we need to keep details like "5+ years' experience in a large accounting firm in audit, financial advisory or transaction service lines", "At least one year of Transaction Advisory or Financial Due Diligence experience preferred", "Health care industry experience preferred", "Relevant bachelor’s degree in accounting, finance or related", "Certified public accountant (CPA) preferred, not required", "High motivation, initiative and positive attitude", etc. Also responsibilities list: "Data gathering, document review and preparation of quality of earnings reports.", "Research and financial analysis of target companies primarily in the health care space.", "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". Also maybe "You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm’s success." etc.
We need to decide what goes into each section.
About the role: Could include overview of Baker Tilly (firm description) and role summary: "We are currently searching for a Manager to join our Health Care Transaction Advisory Service team within our Financial Advisory Services team. This is a great opportunity to be a valued business advisor and provide buy-side and sell-side financial due diligence and transaction advisory services to our clients to meet their complex financial needs. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm’s success. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development." Also maybe include bullet points of "You Will Enjoy This Role If You ..." but those are more like motivations; could be part of About the role or maybe Skills? They are more like "You Will Enjoy This Role If You..." which are preferences; could be considered part of About the role or maybe Skills? I'd put them in About the role as descriptive.
Responsibilities: list of duties (the "What You Will Do" bullet points). Use - .
Requirements: maybe experience and education: "5+ years' experience in a large accounting firm in audit, financial advisory or transaction service lines", "At least one year of Transaction Advisory or Financial Due Diligence experience preferred", "Health care industry experience preferred", "Relevant bachelor’s degree in accounting, finance or related". Could also include "Certified public accountant (CPA) preferred, not required" maybe under Qualifications.
Qualifications: maybe CPA preferred, not required. Could also include "High motivation, initiative and positive attitude", "Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriately", etc. But those are skills. Actually the posting splits: "Successful Candidates Will Have" list includes experience, education, CPA preferred, then bullet list of attributes: high motivation, initiative, positive attitude; excellent organizational skills; intermediate modeling and excel skills; ability to work autonomously; excellent verbal and written communication; ability to work effectively in team; ability to comfortably interact with senior level client personnel. Those are skills/qualifications.
We could map:
- Requirements: experience, education, industry experience.
- Qualifications: CPA preferred.
- Skills: the list of abilities (motivation, organizational, modeling, communication, teamwork, senior interaction).
But the instruction says use headings like Requirements, Qualifications, Skills. So we need to allocate accordingly.
Pay: we have pay rate range $126,000-$182,000.
Benefits: "Baker Tilly offers a comprehensive compensation and benefits package." That's substantive but vague; still we can include Benefits section with that sentence.
Schedule: not mentioned, omit.
We must not include filler like "commensurate with experience". Not present.
We must not repeat job title as heading.
We must output only HTML fragment, no /, no markdown.
Let's craft:
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.
We are currently searching for a Manager to join our Health Care Transaction Advisory Service team within our Financial Advisory Services team. This is a great opportunity to be a valued business advisor and provide buy-side and sell-side financial due diligence and transaction advisory services to our clients to meet their complex financial needs. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm’s success. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.
You Will Enjoy This Role If You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges; you want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients’ and employees’ best interests in mind and are transparent in their decisions; you are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve – Baker Tilly Industries; you value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!); you want to contribute to your engagement team’s professional growth and develop your own leadership skills to build a career with endless opportunities now, for tomorrow.
Then Responsibilities:
Responsibilities
- Data gathering, document review and preparation of quality of earnings reports.
- Research and financial analysis of target companies primarily in the health care space.
- 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:
Requirements
- 5+ years' experience in a large accounting firm in audit, financial advisory or transaction service lines.
- At least one year of Transaction Advisory or Financial Due Diligence experience preferred.
- Health care industry experience preferred.
- Relevant bachelor’s degree in accounting, finance or related.
Qualifications:
Qualifications
- Certified public accountant (CPA) preferred, not required.
Skills:
Skills
- 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.
- Ability to comfortably interact with senior level client personnel, including supporting the preparation of and participating in executive briefings.
Pay:
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.
Benefits:
Benefits
Baker Tilly offers a comprehensive compensation and benefits package.
We should not include Schedule.
Check for any leftover boilerplate: We removed EEO, equal opportunity, unsolicited resumes, recruitment agency, work location status, social media links, etc. Also removed "Please discuss the work location status with your Baker Tilly talent acquisition
- .
Requirements: maybe experience and education: "5+ years' experience in a large accounting firm in audit, financial advisory or transaction service lines", "At least one year of Transaction Advisory or Financial Due Diligence experience preferred", "Health care industry experience preferred", "Relevant bachelor’s degree in accounting, finance or related". Could also include "Certified public accountant (CPA) preferred, not required" maybe under Qualifications.
Qualifications: maybe CPA preferred, not required. Could also include "High motivation, initiative and positive attitude", "Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriately", etc. But those are skills. Actually the posting splits: "Successful Candidates Will Have" list includes experience, education, CPA preferred, then bullet list of attributes: high motivation, initiative, positive attitude; excellent organizational skills; intermediate modeling and excel skills; ability to work autonomously; excellent verbal and written communication; ability to work effectively in team; ability to comfortably interact with senior level client personnel. Those are skills/qualifications.
We could map:
- Requirements: experience, education, industry experience.
- Qualifications: CPA preferred.
- Skills: the list of abilities (motivation, organizational, modeling, communication, teamwork, senior interaction).
But the instruction says use headings like Requirements, Qualifications, Skills. So we need to allocate accordingly.
Pay: we have pay rate range $126,000-$182,000.
Benefits: "Baker Tilly offers a comprehensive compensation and benefits package." That's substantive but vague; still we can include Benefits section with that sentence.
Schedule: not mentioned, omit.
We must not include filler like "commensurate with experience". Not present.
We must not repeat job title as heading.
We must output only HTML fragment, no /, no markdown.
Let's craft:
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.
We are currently searching for a Manager to join our Health Care Transaction Advisory Service team within our Financial Advisory Services team. This is a great opportunity to be a valued business advisor and provide buy-side and sell-side financial due diligence and transaction advisory services to our clients to meet their complex financial needs. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm’s success. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.
You Will Enjoy This Role If You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges; you want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients’ and employees’ best interests in mind and are transparent in their decisions; you are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve – Baker Tilly Industries; you value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!); you want to contribute to your engagement team’s professional growth and develop your own leadership skills to build a career with endless opportunities now, for tomorrow.
Then Responsibilities:Responsibilities
- Data gathering, document review and preparation of quality of earnings reports.
- Research and financial analysis of target companies primarily in the health care space.
- 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.
- At least one year of Transaction Advisory or Financial Due Diligence experience preferred.
- Health care industry experience preferred.
- Relevant bachelor’s degree in accounting, finance or related.
Qualifications
- Certified public accountant (CPA) preferred, not required.
Skills
- 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.
- Ability to comfortably interact with senior level client personnel, including supporting the preparation of and participating in executive briefings.
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.
Benefits:Benefits
Baker Tilly offers a comprehensive compensation and benefits package.
We should not include Schedule. Check for any leftover boilerplate: We removed EEO, equal opportunity, unsolicited resumes, recruitment agency, work location status, social media links, etc. Also removed "Please discuss the work location status with your Baker Tilly talent acquisition