Senior - Transaction Advisory Services

Overview

Baker Tilly is a leading advisory, tax and assurance firm offering coast‑to‑coast and global services in major U.S. regions and key financial centers worldwide.

• Interact directly with Partners on matters related to client and engagement management.
• Gather data, review documents and prepare quality of earnings reports.
• Research and conduct financial analysis of target companies.
• Perform due diligence for buy‑side, sell‑side and corporate finance transactions.
• Communicate with clients to deliver exceptional client service.
• Participate in marketing and recruiting activities of the firm.
• Seek career development opportunities and advancement within the transaction advisory services group.

• Bachelor’s degree in Accounting required; CPA designation preferred.
• At least three (3) years of relevant experience, ideally in a mid‑to‑large professional services firm handling audits and related services for a diverse client base.
• At least two (2) years of transaction services or due diligence experience highly preferred.
• Professional designations or candidacy (CFE, CFA, etc.) and/or an advanced degree are a plus.
• High motivation, initiative and positive attitude.
• Excellent organizational skills with a demonstrated ability to multitask and manage competing priorities.
• Intermediate modeling and Excel skills; experience with complex quantitative and qualitative financial analysis and data‑driven insights.
• Ability to work autonomously, meet tight deadlines, and 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 in a team environment with all levels of client personnel across various industries.
• Ability to interact comfortably with senior client personnel, including preparing and participating in executive briefings.

The pay range for this position is $96,290 – $144,450. Compensation is influenced by skills, experience, qualifications, degrees, certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.

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.