Technical Accounting Manager, Advisory

Our Purpose

Our purpose is to help build a financial services industry for middle market (company with revenue between $200 million to $5 billion) in which middle market financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, join our dynamic growing team. We help clients with transaction life cycle (IPO, SPAC, merger, divestiture), implement new accounting (US GAAP or IFRS) or regulatory rules, implement or remediate internal controls and transform or digitize their finance functions as well as implement ESG, etc.

Sounds interesting? If this is you, please reach out to us to discuss further your interest and qualifications.

Baker Tilly is currently seeking a dynamic and experienced Technical Manager to join and expand our Financial Advisory Services practice within the Office of the CFO Accounting Advisory practice. This role will specialize in advising clients on complex technical accounting matters and financial instruments, with a strong emphasis on financial services, digital assets, and fintech sectors. The ideal candidate will bring deep expertise in U.S. GAAP, IFRS, and regulatory frameworks, and will serve as a trusted advisor to CFOs and finance leaders navigating accounting complexities, transactions, and emerging financial technologies.

The FAS practice enables finance executives to achieve significant and sustainable performance through technical analysis and process improvement services. Our clients range from emerging growth companies to publicly traded companies across financial service sectors.

• Serve as a senior advisor to clients with deep technical expertise in financial instruments, derivatives, securitizations, digital assets and complex accounting issues.
• Lead and deliver advisory engagements on complex accounting topics including:
  • Consolidations (ASC 810)
  • Revenue Recognition (ASC 606)
  • Leases (ASC 842)
  • Business Combinations (ASC 805)
  • Impairments (ASC 350/360)
  • Share‑based payments (ASC 718)
• Advise clients on classification, measurement, and disclosure of financial instruments under ASC 815, ASC 825, and IFRS 9.
• Advise on accounting policy development, restatements, and remediation of material weaknesses.
• Actively participate in projects focused on the following service offerings in financial services:
  • US GAAP Advisory
  • Business Analytics and Decision Support
  • Financial Accounting Advisory Services
  • Transaction Support
  • Finance transformation
  • Program/Project Management
• Supervise, develop and train staff on engagements. Participate actively in the team’s work on a project (i.e., “roll up your sleeves” and work with the team).
• Interact directly with senior managers and partners on matters related to client and engagement management.
• Strengthen existing client relationships and develop new business opportunities by providing outstanding client service while expanding our footprints across other functional areas at clients.
• Communicate with business owners, executive management, investors, lenders, and other sophisticated parties to ensure delivery of exceptional client service.
• Be accessible and anticipate client needs, questions, and issues.
• Invest in professional development through active participation in training sessions and networking events both internally and externally.
• Assist with recruiting activities including campus recruiting and referring experienced individuals to the firm.
• Contribute to the firm’s efforts to attract, retain, and develop staff and seniors and act as mentor for other senior & staff.
• Demonstrate excellent team skills, positive attitude and high ethical standards.
• Lead by example to positively impact employee morale to help build and maintain our inclusive culture.
• Set and achieve challenging profitability, billing, and collection objectives consistent with circumstances of the engagement, proper utilization of staff, and attention to risk management.
• Develop and maintain relationships with colleagues in the office, other service lines, and engagement/project teams.
• Regularly look for opportunities, recommendations, and…