Director, Transaction Services - Lead M&A & Due Diligence

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

Job summary

Baker Tilly Advisory Group, LP seeks a Director for its Transaction Services group in Pasadena. The role demands leadership to guide engagement teams, manage client relationships, and deliver high-quality transaction-advisory services.

A track record in public accounting and strong analytical skills are essential. The candidate will contribute to complex accounting research, due diligence for M&A, and cross‑firm coordination to ensure superior client outcomes.

Qualifications

• Bachelor's degree in a related field required.
• CPA required. If not a CPA, meet educational requirements to obtain CPA license upon hire in state of employment.
• Minimum 12 years of related experience; experience in a large public accounting firm preferred.
• 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.
• Willingness to travel up to 50% domestically and internationally.

Responsibilities

• Lead transaction services engagement teams and manage client relationships.
• Oversee research of complex accounting issues and due diligence for mergers and acquisitions.
• Coordinate services across firm lines to deliver high-quality client service.

Skills

Analytical thinking

Leadership & coaching

Project management

Communication skills

Business acumen

Travel willingness

Education

Bachelor's degree in a related field

CPA required or eligible

Job description

Baker Tilly Advisory Group, LP seeks a Director for its Transaction Services group in Pasadena. The role demands leadership to guide engagement teams, manage client relationships, and deliver high-quality transaction-advisory services.

A track record in public accounting and strong analytical skills are essential. The candidate will contribute to complex accounting research, due diligence for M&A, and cross‑firm coordination to ensure superior client outcomes.