Senior - Transaction Advisory Services

Baker Tilly US; Irvine (CA); On-site; USD 96,000 - 144,000; Full time

Job summary

Baker Tilly US LLP in Irvine, CA is seeking a Senior Consultant to join our Transaction Services team within Financial Advisory. You will provide due diligence and transaction advisory services to diverse clients, including private equity and corporations, across industries.

The role offers opportunities to work directly with Partners on engagements, build financial models, and contribute to buy- and sell-side processes while delivering high-quality client service and data-driven insights.

Qualifications

• Bachelor's degree in Accounting required; CPA designation preferred.
• At least 3 years of relative experience, ideally in a mid-to-large professional services firm.
• At least 2 years of transaction services/due diligence experience preferred.
• Professional designations or candidacy (CFE, CFA) a plus.
• High motivation, initiative and positive attitude.
• Excellent organizational skills with ability to multitask and manage multiple priorities.
• Intermediate Excel modeling skills and ability to generate data-driven insights.

Responsibilities

• Interact with Partners on client and engagement management matters.
• Data gathering, document review and quality of earnings reports.
• Research and financial analysis of target companies.
• Due diligence for buy side, sell side and corporate finance transactions.
• Communicate with clients to ensure delivery of high-quality service.
• Participate in marketing and recruiting activities of the firm.
• Opportunity for career development within the transaction advisory services group.

Skills

Strong communication

Analytical thinking

Multitasking

Team collaboration

Self-motivation

Attention to detail

Time management

Education

Bachelor's degree in Accounting

CPA designation preferred

CFE/CFA candidacy a plus

Tools

Excel

Financial modeling

Quantitative analysis

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.

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 Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
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

At Baker Tilly, we invest in our people. We believe in continuous learning and development and have a number of programs to ensure the success of our people.
As we continue to grow our Transaction Services practice within our Financial Advisory practice, we are seeking to add a Senior Consultant to our team. In this role, you will provide due diligence and transaction advisory services to our clients to meet their complex financial needs.
Our clients include privately held and publicly traded companies, private equity funds, mezzanine funds, banks, and business development companies. This multi-faceted client base allows us to provide our staff with a variety of opportunities across numerous industries, and a constant flow of challenging and meaningful work.

Responsibilities

• Interact directly with Partners on matters related to client and engagement management.
• Data gathering, document review and preparation of quality of earnings reports.
• Research and financial analysis of target companies.
• Due diligence for both buy side, sell side, and corporate finance 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.

Qualifications

• Bachelor's degree in Accounting required and a CPA designation are preferred
• At least three (3) years of relative experience required, ideally in a mid to large size professional services firm performing audits and related services for a diverse client base
• At least two (2) years of transaction services / due diligence experience highly preferred
• Professional designations or candidacy (CFE, CFA, etc.) and / or an advanced degree are a plus
• 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 $96,290 - $144,450. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.