Manager - Transaction Advisory Services

Baker Tilly • Frisco, TX

23h • $138,000 - $182,000

About The Position

Baker Tilly is seeking a Manager to join their Transaction Advisory Service team within the Financial Advisory Services team. This role offers the chance to be a valued business advisor, providing due diligence and transaction advisory services to clients with complex financial needs. The position involves working closely with firm leadership to serve clients and contribute to business growth, directly impacting the firm's success. As one of the nation's fastest-growing firms, Baker Tilly provides opportunities for career advancement, flexibility in work location and schedule, and meaningful relationships with clients and colleagues. The role is ideal for individuals looking to build industry expertise, act as a trusted business advisor, and work for a leading CPA advisory firm that prioritizes client and employee well-being.

Requirements

• 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.
• 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.

Nice To Haves

• 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 entrepreneurial skills to network and build strong relationships internally and externally with clients and the community.
• Invest in 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.

Benefits

• Comprehensive compensation and benefits package.
• Upward career trajectory.
• Flexibility in how and where you get your work done.
• Meaningful relationships with clients, teammates and leadership.
• Structured programs for development (My Time Off, My Development and Dress for Your Day!).

What This Job Offers

• Job Type: Full-time
• Career Level: Manager