Director, Transaction Advisory & M&A Due Diligence

Baker Tilly Advisory Group, LP; San Diego (CA); On-site; USD 192,000 - 314,000; Full time

Job summary

Baker Tilly Advisory Group, LP in the United States is seeking a Director for our Transaction Services group. The role oversees engagement management, client relationships, and cross‑functional coordination to deliver M&A and other transaction related services.

The ideal candidate has 12+ years in a large public accounting firm, a CPA, strong leadership and project management skills, and willingness to travel up to 50% domestically and internationally. Bachelor's degree required.

Qualifications

• Bachelor's degree in a related field is required
• Minimum 12 years of related experience; experience in a large public accounting firm preferred
• CPA required. If not a CPA, must meet educational requirements to obtain CPA license upon hire in state of employment
• Must have the ability to analyze complex business and transaction situations
• Previous experience supervising and training staff
• Strong project management and organizational skills
• Excellent interpersonal and verbal & written communication skills
• Excellent presentation skills and marketing abilities are required
• Must be willing and able to travel up to 50% domestically and internationally

Responsibilities

• 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.

Skills

Leadership

Financial analysis

Mergers & acquisitions

Communication skills

Project management

Staff supervision

Marketing abilities

Travel flexibility

Education

Bachelor's degree in a related field

Job description

Baker Tilly Advisory Group, LP in the United States is seeking a Director for our Transaction Services group. The role oversees engagement management, client relationships, and cross‑functional coordination to deliver M&A and other transaction related services.

The ideal candidate has 12+ years in a large public accounting firm, a CPA, strong leadership and project management skills, and willingness to travel up to 50% domestically and internationally. Bachelor's degree required.