Transaction Advisory Manager – Due Diligence & Growth

Baker Tilly Advisory Group, LP; San Francisco (CA); On-site; USD 126,000 - 182,000; Full time

Job summary

Baker Tilly Advisory Group, LP is seeking a Manager to join the Transaction Advisory Service team within Financial Advisory Services. You will deliver due diligence and advisory support to clients, working with firm leadership to drive growth and strong client outcomes.

As a key contributor, you will build relationships, lead engagements, and mentor colleagues while maintaining professional standards and a focus on career development in a fast-growing firm.

Qualifications

• 5+ years of experience in a large accounting firm in audit, financial advisory or transaction service lines.
• Bachelor's degree in accounting, finance or related.
• CPA is preferred, not required.

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.
• Support the growth and development of team members.

Skills

Financial analysis

Excel modeling

Communication

Autonomy

Education

Bachelor's degree in accounting/finance or related

Job description

Baker Tilly Advisory Group, LP is seeking a Manager to join the Transaction Advisory Service team within Financial Advisory Services. You will deliver due diligence and advisory support to clients, working with firm leadership to drive growth and strong client outcomes.

As a key contributor, you will build relationships, lead engagements, and mentor colleagues while maintaining professional standards and a focus on career development in a fast-growing firm.