Senior Manager - Transaction Advisory Services
About the firm
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 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.
About the role
We are searching for a Senior Manager to join our Transaction Advisory Service team within our Financial Advisory Services consulting team. This is an opportunity to be a valued business advisor and provide due diligence and transaction advisory services to clients with complex financial needs. You will work side-by-side with firm leadership to serve clients and build the business, directly impacting the firm’s success. As one of the fastest-growing firms in the nation, Baker Tilly offers upward career trajectory, flexibility in how and where you work, and meaningful relationships with clients, teammates, and leadership who care about your development.
You will enjoy this role if you are looking to:
- Build your career in a specific industry and become an industry expert to the clients you serve
- Act as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges
- Work for a leading CPA advisory firm that serves middle-market clients and whose owners prioritize both clients’ and employees’ best interests
- Value your development and want autonomy to own your schedule and career through structured programs (e.g., My Time Off, My Development, and Dress for Your Day)
- Contribute to your engagement team’s professional growth and develop your own leadership skills for endless career opportunities
Responsibilities
- Gather data, review documents, and prepare quality of earnings reports
- Conduct research and financial analysis of target companies
- Perform due diligence for both buy-side and sell-side transactions
- Communicate with clients to ensure delivery of exceptional client service
- Participate in marketing and recruiting activities of the firm
- Pursue career development and advancement within the transaction advisory services group
- Utilize entrepreneurial skills to network and build strong relationships internally and externally with clients and the community
- Invest in professional development individually and through firm-wide learning and development programs
- Support the growth and development of team members through the Baker Tilly Care and Teach philosophy
Requirements
- 8+ years of experience in a large accounting firm in audit, financial advisory, or transaction service lines
- Relevant bachelor’s degree in accounting, finance, or a related field
- Certified Public Accountant (CPA) certification preferred
- High motivation, initiative, and a positive attitude
- Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities
- Intermediate modeling and Excel skills, with experience conducting complex quantitative and qualitative financial analysis
- Ability to work autonomously, meet tight deadlines, and thrive in a fast-paced environment with shifting priorities
- Excellent verbal and written communication skills, with experience presenting analyses to management and leading initiatives
- Ability to work effectively and thrive in a team environment with all levels of client personnel across various industries
- Comfortable interacting with senior-level client personnel, including supporting the preparation of and participating in executive briefings
Pay
The pay rate range for this position is $179,000–$262,000. Actual compensation is influenced by skills, prior experience, qualifications, degrees/certifications, work arrangements, and geographic location. Baker Tilly offers a comprehensive compensation and benefits package.