M&A Integration Manager

Baker Tilly Advisory Group, LP; Illinois; Hybrid; USD 98,000 - 186,000; Full time

Job summary

Baker Tilly Advisory Group, LP is seeking an experienced M&A Integration Manager to lead post-close integration of acquired CPA and professional services firms. You will drive governance, timelines, and stakeholder alignment across multiple functions in a fast-paced environment.

The role requires 5+ years of cross-functional project leadership, experience in a CPA or professional services setting, and strong communication and analytical skills.

Qualifications

• Bachelor's degree in Business Administration, Accounting, Finance, Management, or related field is required.
• Experience leading complex cross-functional projects and managing multiple acquisitions.
• Strong organizational, PM, and communication skills.
• Ability to influence stakeholders without direct authority.
• Experience in CPA or professional services and M&A post-merger integration preferred.
• Certification like PMP, CAPM, Prosci is a plus; familiarity with ERP and CRM tools recommended.

Responsibilities

• Lead end-to-end post-merger integration activities across multiple acquisitions.
• Develop and manage detailed integration work plans, milestones and timelines.
• Coordinate integration from pre-close through operational stabilization.
• Facilitate governance, reporting, and risk management with cross-functional teams.
• Drive continuous improvement of integration playbooks and KPIs.

Education

Bachelor's degree in Business Administration, Accounting, Finance, Management, or related field

Tools

Excel

PowerPoint

Teams

Microsoft Project

Smartsheet

Monday.com

Asana

Jira

Job description

Overview Baker 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.

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.

M&A Integration Manager

The M&A Integration Manager is responsible for planning, coordinating, and executing the successful integration of acquired CPA and professional services firms. This role serves as the central project leader from Letter of Intent (LOI) through post-close integration, ensuring acquired firms are successfully transitioned into the organization’s people, processes, technology, and culture. Working closely with Corporate Development, Executive Leadership, Finance, HR, IT, Operations, Marketing, Practice Leadership, and external partners, the M&A Integration Manager drives integration planning, governance, execution, and continuous improvement while minimizing disruption to clients and team members. The ideal candidate is an exceptional project manager who thrives in a fast-paced, acquisition-driven environment and can influence stakeholders across multiple functions without direct authority.

Responsibilities

Integration Leadership Lead end-to-end post-merger integration activities across multiple concurrent acquisitions, developing and managing detailed integration workplans, milestones, deliverables, dependencies, and timelines. Coordinate integration activities from pre-close planning through operational stabilization. Support transition from due diligence to post-close execution, ensuring consistent execution of the firm’s Integration Playbook.

• Project Management Facilitate recurring integration meetings and executive steering committees. Monitor project health, timelines, risks, and dependencies. Maintain project dashboards and executive reporting. Escalate critical issues with recommended solutions. Manage multiple acquisitions simultaneously. Ensure accountability for deliverables while proactively identifying risks and removing roadblocks.
• Change Management Support acquired firm leaders throughout the integration journey. Promote effective communication and organizational change. Assist with onboarding and orientation activities. Help preserve client relationships while integrating operational processes. Foster adoption of firm standards, systems, and best practices.
• Stakeholder Communication Serve as the primary integration contact for acquired firms. Build trusted relationships with partners and firm leadership. Prepare executive presentations, status updates, and reporting. Communicate project progress, risks, and accomplishments to leadership.
• Continuous Improvement Process Improvement Continuously improve integration methodologies, templates, and playbooks. Capture lessons learned after each acquisition. Identify opportunities to improve efficiency, scalability, and consistency. Support development of integration KPIs and performance metrics.
• Cross-Functional Coordination Partner with functional leaders to coordinate integration and ongoing process improvement across: Human Resources Information Technology Finance & Accounting Operations Marketing & Business Development Risk Management Practice Management Facilities Learning & Development.

Qualifications

• Bachelor's degree in Business Administration, Accounting, Finance, Management, or related field required
• 5+ years of experience leading complex cross-functional projects.
• Experience managing multiple projects simultaneously.
• Strong organizational and project management skills.
• Exceptional verbal and written communication skills.
• Ability to influence stakeholders without direct authority.
• Strong analytical and problem-solving capabilities.
• Advanced Microsoft Office skills, including Excel, PowerPoint, Teams, and Project or comparable project management software.
• Experience within a CPA firm, consulting firm, or professional services organization required.
• Experience supporting mergers and acquisitions or post-merger integration.
• PMP, CAPM, Prosci Change Management, Lean Six Sigma, or similar certification a plus.
• Familiarity with Smartsheet, Monday.com, Asana, Jira, or Microsoft Project required.
• Experience with CRM, ERP, HRIS, or practice management platforms a plus.

The pay rate range for this job position are listed below. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees. The national pay rate range is $98,230 to $186,220 #LI-AC1 Baker 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.

If you have a special request or need that requires accommodations to fully participate in interviewing or onboarding, please submit your request using the “Contact Us” feature on our Careers page. A member of our People Solutions team will follow up with you to discuss your specific needs.