Manager, Transactions Advisory Services

Manager, Transactions Advisory Services role at Baker Tilly US

We are currently searching for a Manager to join our Transaction Advisory Service team within Financial Advisory Services. This is a great opportunity to be a valued business advisor and provide due diligence and transaction advisory services to our clients to meet their complex financial needs.

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.

• You are looking for an opportunity to build your career in a specific industry and become an industry expert.
• 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 clients’ and employees’ best interests in mind.
• You value your development and want a firm that provides autonomy to own your schedule and career through structured programs.
• You want to contribute to your engagement team’s professional growth and develop your own leadership skills.

• 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 marketing and recruiting activities of the firm.
• Opportunities for career development and advancement within the transaction advisory group.
• Network and build strong relationships with clients and the community.
• Invest in professional development individually and through firm-wide learning programs.
• Support the growth and development of team members through the Baker Tilly Care and Teach philosophy.

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

The compensation range for this role is $114,000-$180,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

• Mid‑Senior level

• Full‑time

• Finance and Sales

• Accounting

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Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e‑mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency (“search firm”) for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.