5+ years in a large accounting firm focusing on audit, financial advisory, or transaction services.
Bachelor's degree in accounting, finance, or a related field.
CPA certification preferred but not mandatory.
Strong organizational skills with the ability to manage multiple priorities.
Intermediate Excel and financial modeling skills with expertise in quantitative and qualitative analysis.
Ability to work autonomously in a fast-paced environment with tight deadlines.
Excellent communication skills, both verbal and written, with experience presenting to management.
Responsibilities
Gather and review data, preparing quality of earnings reports.
Conduct research and financial analysis on target companies.
Perform due diligence for buy-side and sell-side transactions.
Ensure exceptional client service through effective client communication.
Engage in marketing and recruiting activities for the firm.
Facilitate career development within the transaction advisory services group.
Network and build internal and external client relationships.
Benefits
Flexible work arrangements and autonomy in scheduling.
Structured professional development programs, including My Time Off and My Development.
Opportunity to work with middle-market clients and contribute to team growth.
Emphasis on leadership development and mentorship through Baker Tilly Care and Teach philosophy.
Access to firm-wide learning and development opportunities.
Full Job Description
Job Description:
Job Description:
We are currently searching for a Manager to join our Transaction Advisory Service team within our Financial Advisory Services team. 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. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.
You will enjoy this role if:
You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve - Baker Tilly Industries
You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges
You want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions
You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!)
You want to contribute to your engagement team's professional growth and develop your own leadership skills to build a career with endless opportunities now, for tomorrow
What You Will Do:
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
Successful candidates will have:
5+ years' experience in a large accounting firm in audit, financial advisory or transaction service lines
Relevant bachelor's degree in accounting, finance or related
Certified public accountant (CPA) preferred, not required
High motivation, initiative and positive attitude
Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriately
Intermediate modeling and excel skills, experience conducting complex quantitative and qualitative financial analysis and ability to generate data-driven insights
Ability to work autonomously, to meet tight deadlines, and to thrive in a fast paced environment with shifting priorities
Excellent verbal and written communication, experience presenting analyses to management and ability to lead and drive initiatives
Ability to work effectively and thrive in a team environment with all levels of client personnel in various industries
Ability to comfortably interact with senior level client personnel, including supporting the preparation of and participating in executive briefings
The pay rate range for this job position is $126,000-$182,000. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant's skills, prior experience, qualifications, degrees/certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package.
