Strategic M&A Integration Lead

Baker Tilly Advisory Group, LP; Tampa (FL); On-site; USD 98,000 - 186,000; Full time

Job summary

Baker Tilly Advisory Group, LP is seeking an experienced M&A Integration Manager to lead post-merger integration efforts for acquired CPA and professional services firms. You will guide cross-functional teams across finance, HR, IT, operations, and practice management to ensure a smooth transition.

The role emphasizes governance, detailed workplans, and stakeholder communication to minimize disruption to clients and teams while upholding firm standards.

Qualifications

• Bachelor's degree in Business Administration, Accounting, Finance, Management, or related field required
• 5+ years of experience 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.
• Strong analytical and problem-solving capabilities.
• Advanced Microsoft Office skills, including Excel, PowerPoint, Teams, and Project or comparable project management software.
• Experience within a CPA firm, consulting firm, or professional services organization required.
• Experience supporting mergers and acquisitions or post-merger integration.
• PMP, CAPM, Prosci Change Management, Lean Six Sigma, or similar certification a plus.
• Familiarity with Smartsheet, Monday.com, Asana, Jira, or Microsoft Project required.
• 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.
• Serve as the primary integration contact for acquired firms.
• Build trusted relationships with partners and firm leadership.
• Prepare executive presentations, status updates, and reporting.
• Communicate project progress, risks, and accomplishments to leadership.
• Continuously improve integration methodologies, templates, and playbooks.
• Capture lessons learned after each acquisition.
• Identify opportunities to improve efficiency, scalability, and consistency.
• Support development of integration KPIs and performance metrics.
• Partner with functional leaders to coordinate integration and ongoing process improvement across:Human ResourcesInformation TechnologyFinance & AccountingOperationsMarketing & Business DevelopmentRisk ManagementPractice ManagementFacilitiesLearning & Development

Job description

Baker Tilly Advisory Group, LP is seeking an experienced M&A Integration Manager to lead post-merger integration efforts for acquired CPA and professional services firms. You will guide cross-functional teams across finance, HR, IT, operations, and practice management to ensure a smooth transition.

The role emphasizes governance, detailed workplans, and stakeholder communication to minimize disruption to clients and teams while upholding firm standards.