Senior Manager - Transaction Advisory Services

Baker Tilly US; Chicago (IL); On-site; USD 179,000 - 262,000; Full time

Benefits offered by this job

Comprehensive benefits package

Professional development programs

Job summary

Baker Tilly US in Chicago is seeking a seasoned financial advisor with over 8 years of experience in audit and advisory services. The successful candidate will engage in complex financial analysis and client due diligence, ensuring exceptional service while leading initiatives.

The ideal professional will hold a relevant bachelor's degree, preferably CPA certified, and possess excellent communication skills. The position offers a competitive salary range between $179,000 and $262,000, along with comprehensive benefits and opportunities for professional development.

Qualifications

• 8+ years' experience in a large accounting firm.
• High motivation, initiative, and a positive attitude.
• Ability to work effectively in a team environment.

Responsibilities

• Conduct market analysis and financial research.
• Support client engagement through due diligence processes.
• Facilitate communication with clients to ensure satisfaction.

Skills

Audit experience

Financial analysis

Intermediate Excel skills

Excellent communication skills

Education

Relevant bachelor's degree in accounting or finance

Certified Public Accountant (CPA) certification preferred

Job description

Overview

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) are a leading advisory, tax and assurance firm providing clients with a global advantage across major U.S. regions and key international financial centers. Baker Tilly is an independent CPA firm delivering attest, tax, and business advisory services and is a member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms.

What You Will Do

• Data gathering, document review and preparation of quality‑earnings reports.
• Research and financial analysis of target companies.
• Conduct due diligence for both buy‑side and sell‑side transactions.
• Communicate with clients to ensure delivery of exceptional client service.
• Participate in marketing and recruiting activities of the firm.
• Advance career within the transaction advisory services group.
• Network and build strong relationships internally and externally with clients and the community.
• Invest in personal professional development through firm‑wide learning programs.
• Support growth and development of team members via the Baker Tilly Care and Teach philosophy, helping associates achieve professional goals.

Qualifications

• 8+ years' experience in a large accounting firm in audit, financial advisory, or transaction service lines.
• Relevant bachelor’s degree in accounting, finance, or related field.
• Certified Public Accountant (CPA) certification preferred.
• High motivation, initiative, and positive attitude.
• Excellent organizational skills with ability to manage multiple priorities.
• Intermediate modeling and Excel skills; experience conducting complex financial analysis and generating data‑driven insights.
• Ability to work autonomously to meet tight deadlines in a fast‑paced environment with shifting priorities.
• Excellent verbal and written communication skills with experience presenting analyses to management and leading initiatives.
• Ability to work effectively in a team environment with all levels of client personnel across various industries.
• Comfortable interacting with senior‑level client personnel, including supporting preparation and participation in executive briefings.

Salary and Benefits

Pay rate range: $179,000 – $262,000. Actual compensation depends on factors such as skills, experience, qualifications, certifications, work arrangement, and location. Baker Tilly offers a comprehensive compensation and benefits package.

Equal Opportunity Employer

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, protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.