Manager, Transaction Advisory & Due Diligence

Baker Tilly US; Houston (TX); On-site; USD 126,000 - 182,000; Full time

Job summary

Baker Tilly is seeking a Manager to join our Transaction Advisory Service team within Financial Advisory Services in Houston. You will provide due diligence and transaction advisory services to clients, working closely with leadership to deliver high-value insights and support growth.

As part of a fast-growing firm, you’ll have the opportunity to advance your career, build industry expertise, and develop relationships with middle-market clients while enjoying flexible work arrangements and a

Qualifications

• 5+ years' experience in a large accounting firm in audit, financial advisory or transaction service lines.
• Relevant bachelor’s degree in accounting, finance or related.
• CPA preferred, not required.
• High motivation, initiative and positive attitude.
• Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriately.
• Intermediate modeling and excel skills, experience conducting complex quantitative and qualitative financial analysis and ability to generate data‑driven insights.
• Ability to work autonomously, to meet tight deadlines, and to 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 and thrive in a team environment with all levels of client personnel in various industries.

Responsibilities

• 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 to advance within the transaction advisory services group.
• Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community
• Invest in your professional development individually and through participation in firm wide learning and development programs
• Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals

Skills

Data gathering

Financial analysis

Due diligence

Client communication

Marketing & recruiting

Networking

Leadership

Excel modeling

Time management

Team collaboration

Education

Bachelor's degree in accounting or finance

Tools

Excel

Job description

Baker Tilly is seeking a Manager to join our Transaction Advisory Service team within Financial Advisory Services in Houston. You will provide due diligence and transaction advisory services to clients, working closely with leadership to deliver high-value insights and support growth.

As part of a fast-growing firm, you’ll have the opportunity to advance your career, build industry expertise, and develop relationships with middle-market clients while enjoying flexible work arrangements and a