Transaction Services Managing Director

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a 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.

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Baker Tilly is looking for a Managing Director for our Transaction Services group. An entrepreneurial spirit and wanting to be part of building a new practice within an existing successful firm will be critical to the success of this position. We are seeking self-starting, highly motivated individuals with a proven track record of success and a keen sense of dedication to high-quality client services.

The ideal candidate will have experience leading transaction services engagement teams at a large national professional services firm.

Managing Directors within Transaction Services will have major engagement management responsibilities including managing client relationships, coaching staff and coordinating services from other parts of the firm. Other responsibilities include researching complex accounting issues and conducting financial due diligence for mergers and acquisitions and other transaction related services.

• Engagement management with clients includes routinely working directly with c-suite executives to perform financial due diligence on middle-market companies in a variety of industries
• Work alongside private equity firms, strategic clients and investment banks to perform buy-side and sell-side due diligence as well as other M&A activities
• Responsible for all aspects of deal execution including sourcing and managing client relationships, analysis and execution of client deliverables and coaching and managing other team members
• Coordinate services as needed with other practice areas of the firm
• Build relationships with existing clients, including involvement in networking and business development activities
• Provide both leadership and supervision to Staff, Seniors, Managers and Directors
• Build and promote senior leaders’ personal brand and credibility in the market to drive growth

• Bachelor's degree in a related field…