Senior Manager - Transaction Advisory Services

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

Job summary

Baker Tilly US in Houston is seeking an experienced professional for a role in transaction advisory services. Responsibilities include data gathering, financial analysis, and client communication. Ideal candidates will have 8+ years in a relevant field, CPA certification preferred, and strong analytical skills.

Baker Tilly offers a competitive salary ranging from $179,000 to $262,000, along with comprehensive benefits. Join a team focused on client success and professional development.

Qualifications

• 8+ years' experience in a large accounting firm, preferably in audit or financial advisory.
• Relevant bachelor's degree in accounting or finance.
• CPA certification is preferred.

Responsibilities

• Conduct data gathering and prepare quality-earnings reports.
• Perform research and financial analysis of target companies.
• Communicate with clients to ensure exceptional service.

Skills

8+ years' experience in audit, financial advisory, or transaction services

Certified Public Accountant (CPA) certification

Intermediate modeling and Excel skills

Excellent verbal and written communication skills

Ability to work autonomously

Education

Relevant bachelor’s degree in accounting, finance, or related field

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.