Manager - Transaction Advisory Services

Baker Tilly; Washington; On-site; USD 126,000 - 182,000; Full time

Job summary

Baker Tilly is currently seeking a Manager to join our Transaction Advisory Service team within our Financial Advisory Services group. This role offers a path to become a valued business advisor, delivering due diligence and transaction advisory services to meet clients' complex financial needs, while collaborating with firm leadership to drive growth and success.

You will work alongside leadership to serve clients, expand the business, and enjoy upward career trajectory, with flexibility in how

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.
• Certified public accountant (CPA) preferred, not required.
• High motivation, initiative and positive attitude.
• Excellent organizational and multitasking abilities.
• Strong verbal and written communication skills.

Responsibilities

• Data gathering and analysis for de-diligence and transaction support.
• Perform financial analysis and support buy-side and sell-side engagements.
• Communicate with clients to ensure delivery of excellent service.
• Participate in firm marketing and recruiting activities.
• Mentor and develop junior team members and contribute to team growth.

Skills

Data gathering

Financial analysis

Due diligence

Client communication

Marketing & recruiting support

Networking

Leadership development

Time management

Education

Bachelor's degree in accounting, finance or related

Tools

Excel

Financial modeling

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 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:

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 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:

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 Industries (https://www.bakertilly.com/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 ina large accounting firm inaudit, 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.

#LI-MD1