Senior Manager, Transactions Advisory Services

Senior Manager, Transactions Advisory Services

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Overview

Baker Tilly is a leading advisory, tax and assurance firm providing clients with genuine coast‑to‑coast and global advantage in major U.S. regions and many world‑leading financial centers. Baker Tilly offers professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, and is an independent CPA firm delivering attest, tax, and business advisory services.

Job Description

We are searching for a Senior Manager to join our Transaction Advisory Service team within our Financial Advisory Services consulting team. This role provides due diligence and transaction advisory services to meet clients’ complex financial needs, working side‑by‑side with firm leadership to serve clients and build the business.

You Will Enjoy This Role If

• You are looking to build your career in a specific industry, becoming an industry expert for the clients you serve.
• 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 prioritize clients’ and employees’ best interests.
• 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.

What You Will Do

• 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 various marketing and recruiting activities of the firm.
• Opportunities for 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 through firm‑wide learning and development programs.
• Support the growth and development of team members through the Baker Tilly Care and Teach philosophy.

Qualifications

• 8+ years’ experience in a large accounting firm in audit, financial advisory, or transaction service lines.
• Relevant bachelor’s degree in accounting, finance, or related field.
• Certified Public Accountant (CPA) certification preferred.
• High motivation, initiative and positive attitude.
• Excellent organizational skills with the ability to multitask and handle multiple priorities.
• Intermediate modeling and Excel skills, with 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 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 industries.
• Ability to interact comfortably with senior‑level client personnel, including supporting the preparation of and participating in executive briefings.

The compensation range for this role is $163,000-$240,000. 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

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.