Director - Transaction Advisory Services

Baker Tilly Advisory Group, LP; New York (NY); On-site; USD 220,000 - 315,000; Full time

Job summary

Baker Tilly Advisory Group, LP in the United States is seeking a Director for its Transaction Services group. You will lead engagement teams and manage client relationships while building a new practice within the firm.

The role requires a CPA, 12+ years in a large public accounting firm, and strong skills in due diligence, financial analysis, and project management. Travel up to 50% domestically and internationally is expected.

Qualifications

• Bachelor's degree in a related field required.
• Minimum 12 years of related experience in a large public accounting firm.
• CPA required; if not, must meet educational requirements to obtain CPA license on hire.
• Ability to analyze complex business and transaction situations.
• Experience supervising and training staff.
• Strong project management and organizational skills.
• Excellent interpersonal and verbal & written communication skills.
• Excellent presentation and marketing abilities.
• Willing to travel up to 50% domestically and internationally.

Responsibilities

• Lead transaction services engagement teams and manage client relationships.
• Coach staff and coordinate services from other firm units.
• Research complex accounting issues and perform financial due diligence for M&A.
• Oversee delivery of transaction-related services with high quality and timelines.

Skills

CPA certification

Leadership / people management

Project management

Financial due diligence

Engagement management

Communication skills

M&A accounting

Education

Bachelor's degree in accounting or related field

Job description

OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine 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. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.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.Job Description:Job Description:We are looking for a 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.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.Qualifications:Bachelor's degree in a related field requiredMinimum 12 years of related experience; experience in a large public accounting firm preferredCPA required. If not a CPA, must meet educational requirements to obtain CPA license upon hire in state of employmentMust have the ability to analyze complex business and transaction situationsPrevious experience supervising and training staffStrong project management and organizational skillsExcellent interpersonal and verbal & written communication skillsExcellent presentation skills and marketing abilities are requiredMust be willing and able to travel up to 50% domestically and internationallyThe compensation range for this role is $220,000 - $315,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.