Transaction Advisory Manager: Due Diligence & Strategy

Baker Tilly Advisory Group, LP; Dallas (TX); On-site; USD 126,000 - 182,000; Full time

Job summary

Baker Tilly is seeking a Manager to join our Transaction Advisory Service team within our Financial Advisory Services group. This is a great opportunity to be a valued business advisor and provide due diligence and transaction advisory services to our clients to meet their complex financial needs.

You will work side‑by‑side with firm leadership to serve clients and build the business, having a direct impact on the firm's success.

Qualifications

• 5+ years of experience in a large accounting firm in audit, financial advisory or transaction service lines.
• Relevant bachelor's degree in accounting, finance or related field.
• Certified public accountant (CPA) 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 both buy side and sell side 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.
• 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

5+ years experience

Audit experience

Financial advisory

Transaction services

Excel modeling

Education

Bachelor's degree in accounting or finance

CPA (preferred, not required)

Job description

Baker Tilly is seeking a Manager to join our Transaction Advisory Service team within our Financial Advisory Services group. This is a great opportunity to be a valued business advisor and provide due diligence and transaction advisory services to our clients to meet their complex financial needs.

You will work side‑by‑side with firm leadership to serve clients and build the business, having a direct impact on the firm's success.