Strategic M&A Integration Lead

Baker Tilly US; Houston (TX); On-site; USD 98,230 - 186,220; Full time

Job summary

Baker Tilly US is seeking an M&A Integration Manager to lead the successful integration of acquired CPA and professional services firms, from LOI through post-close. You will coordinate with Corporate Development, Finance, HR, IT, Operations, Marketing and Practice Leadership to drive planning, governance, and execution with minimal disruption.

The ideal candidate thrives in a fast-paced, acquisition-driven environment, can influence stakeholders without authority, and continually improves

Qualifications

• Bachelor's degree in Business Administration, Accounting, Finance, or related field.
• 5+ years leading complex cross-functional projects.
• Experience managing multiple projects simultaneously.
• Strong organizational and project management skills.
• Exceptional verbal and written communication skills.
• Ability to influence stakeholders without direct authority.
• Experience within a CPA firm, consulting firm, or professional services organization.
• PMP, CAPM, Prosci Change Management, Lean Six Sigma, or similar certification a plus.
• Familiarity with Smartsheet, Monday.com, Asana, Jira, or Microsoft Project.
• Experience with CRM, ERP, HRIS, or practice management platforms a plus.

Responsibilities

• Lead end-to-end post-merger integration activities across multiple concurrent acquisitions, developing and managing detailed integration workplans, milestones, deliverables, dependencies, and timelines.
• Coordinate integration activities from pre-close planning through operational stabilization.
• Support transition from due diligence to post-close execution, ensuring consistent execution of the firm’s Integration Playbook.
• Facilitate recurring integration meetings and executive steering committees.
• Monitor project health, timelines, risks, and dependencies.
• Maintain project dashboards and executive reporting.
• Escalate critical issues with recommended solutions.
• Manage multiple acquisitions simultaneously.
• Ensure accountability for deliverables while proactively identifying risks and removing roadblocks.
• Support acquired firm leaders throughout the integration journey.
• Promote effective communication and organizational change.
• Assist with onboarding and orientation activities.
• Help preserve client relationships while integrating operational processes.
• Foster adoption of firm standards, systems, and best practices.
• Communicate project progress, risks, and accomplishments to leadership.
• Prepare executive presentations, status updates, and reporting.
• Serve as the primary integration contact for acquired firms.
• Build trusted relationships with partners and firm leadership.
• Continuously improve integration methodologies, templates, and playbooks.
• Capture lessons learned after each acquisition.
• Identify opportunities to improve efficiency, scalability, and consistency.
• Partner with functional leaders to coordinate integration and ongoing process improvement across Human Resources, Information Technology, Finance & Accounting, Operations, Marketing & Business Development, Risk Management, Practice Management, Facilities, Learning & Development

Skills

Project management

Stakeholder influence

Communication skills

Cross-functional leadership

Analytical thinking

Education

Bachelor's degree in Business Administration, Accounting, Finance, Management, or related field

Tools

Smartsheet

Monday.com

Asana

Jira

Microsoft Project

Job description

Baker Tilly US is seeking an M&A Integration Manager to lead the successful integration of acquired CPA and professional services firms, from LOI through post-close. You will coordinate with Corporate Development, Finance, HR, IT, Operations, Marketing and Practice Leadership to drive planning, governance, and execution with minimal disruption.

The ideal candidate thrives in a fast-paced, acquisition-driven environment, can influence stakeholders without authority, and continually improves