Senior Manager - Transaction Advisory Services

Baker Tilly US; San Diego (CA); On-site; USD 179,000 - 262,000; Full time

Benefits offered by this job

Comprehensive benefits package

Job summary

Baker Tilly US is seeking a Senior Manager for Transaction Advisory Services in San Diego. This role involves gathering data, conducting research and financial analysis, and performing due diligence for transactions. The ideal candidate will have over 8 years of experience in a large accounting firm and a Bachelor's degree in accounting or finance.

The position offers a competitive salary range of $179,000–$262,000, influenced by skills and experience. Additionally, Baker Tilly provides a comprehensive compensation and benefits package.

Qualifications

• 8+ years of experience at a large accounting firm in audit, financial advisory, or transaction services.
• Strong motivation, initiative, and positive attitude.
• Excellent organizational, multitasking, and prioritization skills.

Responsibilities

• Gather data, review documents, and prepare quality of earnings reports.
• Conduct research and financial analysis of target companies.
• Perform due diligence for buy-side and sell-side transactions.
• Communicate with clients to deliver exceptional service.
• Lead and mentor engagement team members.

Skills

Audit

Financial Advisory

Transaction Services

Modeling and Excel skills

Communication

Education

Bachelor’s degree in accounting, finance, or related field

CPA certification preferred

Job description

Overview

Baker Tilly is a leading advisory, tax and assurance firm with a global presence in key U.S. and world financial centers. We provide professional services across audit, tax, and transaction advisory, and are members of Baker Tilly International’s network of independent firms.

Job Title

Senior Manager, Transaction Advisory Services – Financial Advisory Services

What You Will Do

• Gather data, review documents, and prepare quality of earnings reports.
• Conduct research and financial analysis of target companies.
• Perform due diligence for buy‑side and sell‑side transactions.
• Communicate with clients to deliver exceptional service.
• Participate in marketing and recruiting activities of the firm.
• Lead and mentor engagement team members, supporting their professional growth.
• Build and nurture relationships with internal teams, clients, and the community.
• Engage in professional development through firm‑wide learning programs.

You Will Enjoy This Role If

• You want to build a career as an industry expert for middle‑market clients.
• You are a trusted business advisor who finds creative solutions to complex accounting and business challenges.
• You value autonomy and flexibility in schedule and work location.
• You are committed to your own development and to mentoring others.

Qualifications

• 8+ years of experience at a large accounting firm in audit, financial advisory, or transaction services.
• Bachelor’s degree in accounting, finance, or related field.
• CPA certification preferred.
• Strong motivation, initiative, and positive attitude.
• Excellent organizational, multitasking, and prioritization skills.
• Intermediate modeling and Excel skills; experience in complex quantitative and qualitative analysis.
• Ability to work autonomously, meet tight deadlines, and thrive in a fast‑paced environment.
• Excellent verbal and written communication; experience presenting analyses to management.
• Effective team player with experience interacting with senior client personnel.

Compensation & Benefits

Pay range: $179,000–$262,000. Compensation influenced by skills, experience, qualifications, 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 are considered for employment without regard to race, color, religion, sex, national origin, disability, veteran status, gender identity, sexual orientation, or any other legally protected basis.