Transaction Advisory Manager – Due Diligence & Growth

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

Job summary

Baker Tilly US in Frisco, TX is seeking a Manager to join our Transaction Advisory Service within Financial Advisory Services. You will deliver due diligence and transaction advisory work for middle-market clients, collaborating with firm leadership to drive client value.

This role offers growth, flexible work options, and direct exposure to senior figures while building lasting relationships with clients and colleagues.

Qualifications

• 5+ years of experience in a large accounting firm in audit, financial advisory or transaction services.
• Bachelor’s degree in accounting or finance.
• CPA preferred but not required.
• Strong organizational and multi-tasking abilities.
• Excellent verbal and written communication; ability to lead initiatives.

Responsibilities

• Data gathering, document review and preparation of quality of earnings reports.
• Research and financial analysis of target companies.
• Due diligence for 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.
• Opportunities for career development and to advance within the transaction advisory services group.
• Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community.
• Invest in your professional development individually and through participation in firm wide learning and development programs.
• Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals

Skills

Audit experience

Financial analysis

Client communication

Autonomy

Task management

Excel modeling

Education

Bachelor's degree in accounting/finance

CPA preferred

Tools

Excel

MS Office

Job description

Baker Tilly US in Frisco, TX is seeking a Manager to join our Transaction Advisory Service within Financial Advisory Services. You will deliver due diligence and transaction advisory work for middle-market clients, collaborating with firm leadership to drive client value.

This role offers growth, flexible work options, and direct exposure to senior figures while building lasting relationships with clients and colleagues.