Senior Transaction Advisory Manager | Due Diligence

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

Job summary

Baker Tilly US in Dallas is seeking a Manager for the Transaction Advisory Service team within Financial Advisory Services. You will provide due diligence and transaction advisory services to clients, working with leadership to deliver insights and support deal execution.

The role offers exposure to middle-market clients, leadership opportunities, and a fast-paced, growth‑oriented environment. You will mentor staff, lead engagements and collaborate across disciplines.

Qualifications

• 5+ years of 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 the ability to multitask and meet deadlines.
• Strong financial analysis and data-driven insights.

Responsibilities

• 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 marketing and recruiting activities of the firm.
• Support growth and development of team members through mentorship.

Skills

5+ years experience

Accounting

Financial analysis

Communication

Excel modeling

Team leadership

Education

Bachelor's degree in accounting/finance

Tools

Excel

PowerPoint

Job description

Baker Tilly US in Dallas is seeking a Manager for the Transaction Advisory Service team within Financial Advisory Services. You will provide due diligence and transaction advisory services to clients, working with leadership to deliver insights and support deal execution.

The role offers exposure to middle-market clients, leadership opportunities, and a fast-paced, growth‑oriented environment. You will mentor staff, lead engagements and collaborate across disciplines.