Manager - Transaction Advisory Services

Baker Tilly Advisory Group, LP; El Segundo (CA); On-site; USD 126,000 - 182,000; Full time

Job summary

Baker Tilly Advisory Group, LP seeks a Manager to join the Transaction Advisory Service team within our Financial Advisory Services group in El Segundo, CA. You will deliver due diligence and quality of earnings analyses for middle-market clients, working closely with leadership to drive client success and firm growth.

This role offers exposure to buy- and sell-side transactions, mentoring opportunities, and a pathway to leadership within a leading CPA advisory firm, with a flexible approach to

Qualifications

• 5+ years' experience in a large accounting firm in audit, financial advisory or transaction service lines.
• Bachelor’s degree in accounting, finance or related field.
• CPA preferred, not required.
• Strong organizational skills and ability to multitask.
• Excellent communication and presentation skills.

Responsibilities

• Data gathering and preparation of quality of earnings reports.
• Research and financial analysis of target companies.
• Due diligence for buy-side and sell-side transactions.
• Communicate with clients to ensure delivery of exceptional service.
• Participate in marketing and recruiting activities of the firm.
• Support growth and development of team members.

Skills

Data gathering

Document review

Financial analysis

Due diligence

Excel modeling

Communication

Client relationships

Project management

Team leadership

Education

Bachelor’s degree in accounting or finance

Tools

Excel

PowerPoint

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 currently searching for a Manager to join our Transaction Advisory Service team within our Financial Advisory Services team. This is a great opportunity to be a valued business advisor and provide due diligence and transaction advisory services to our clients to meet their complex financial needs. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm’s success. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.You will enjoy this role if:You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve – Baker Tilly IndustriesYou can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challengesYou want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients’ and employees’ best interests in mind and are transparent in their decisionsYou value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!)You want to contribute to your engagement team’s professional growth and develop your own leadership skills to build a career with endless opportunities now, for tomorrowWhat You Will Do: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 communityInvest in your professional development individually and through participation in firm wide learning and development programsSupport the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goalsSuccessful candidates will have:5+ years' experience in a large accounting firm in audit, financial advisory or transaction service linesRelevant bachelor’s degree in accounting, finance or relatedCertified public accountant (CPA) preferred, not requiredHigh motivation, initiative and positive attitudeExcellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriatelyIntermediate modeling and excel skills, experience conducting complex quantitativeand qualitative financial analysis and ability to generate data-driven insightsAbility to work autonomously, to meet tight deadlines, and to thrive in a fast pacedenvironment with shifting prioritiesExcellent verbal and written communication, experience presenting analyses tomanagement and ability to lead and drive initiativesAbility to work effectively and thrive in a team environment with all levels of client personnel in various industriesAbility to comfortably interact with senior level client personnel, including supporting the preparation of and participating in executive briefingsThe pay rate range for this job position is $126,000-$182,000. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees/certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package.#LI-MD1