Manager - Transaction Advisory Services

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

Job summary

Baker Tilly US is seeking a Manager to join its Transaction Advisory Service team in Irvine, California. This role involves providing due diligence and transaction advisory services while working closely with firm leadership. The ideal candidate will have strong experience in financial advisory, leadership capability, and excellent communication skills.

With a focus on client relationships and professional growth, Baker Tilly offers a flexible work environment and significant career development opportunities.

Qualifications

• 5+ years’ experience in a large accounting firm in audit, financial advisory or transaction service lines.
• Certified public accountant (CPA) preferred, not required.
• Ability to comfortably interact with senior level client personnel.

Responsibilities

• Data gathering, document review and preparation of quality of earnings reports.
• Research and financial analysis of target companies.
• Communication with clients to ensure delivery of exceptional client service.

Skills

5+ years’ experience

Excellent organizational skills

Intermediate modeling and excel skills

Excellent verbal and written communication

Ability to work autonomously

Education

Relevant bachelor’s degree in accounting, finance or related

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 offers an 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 Industries
• You can see yourself as a trusted business advisor, working face‑to‑face with clients to find creative solutions to complex accounting and business challenges
• You 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 decisions
• You 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 tomorrow

What 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 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

Successful Candidates Will Have:

• 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
• Certified public accountant (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
• Ability to comfortably interact with senior level client personnel, including supporting the preparation of and participating in executive briefings

The 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.

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.