Senior Manager of Transaction Advisory Services - Anchin & BPB Conversion

Baker Tilly • Miami, FL

1d

About The Position

Baker Tilly is seeking a Senior Manager to join its Transaction Advisory Services team within Financial Advisory Services. The position provides due diligence and transaction advisory services to clients with complex financial needs. The Senior Manager works alongside firm leadership to serve clients and help build the business, with opportunities to develop industry expertise, advise middle-market clients, and advance within the transaction advisory group. The role also involves developing team members and contributing to the firm’s growth. Work location requirements should be discussed with a Baker Tilly talent acquisition professional.

Requirements

• Must have a current, accepted offer with Baker Tilly (formerly Anchin or Berkowitz Pollack Brant).
• At least 8 years of experience in a large accounting firm in audit, financial advisory, or transaction service lines.
• Relevant bachelor’s degree in accounting, finance, or a related field.
• High motivation, initiative, and a positive attitude.
• Excellent organizational skills and demonstrated ability to multitask and appropriately handle multiple priorities.
• Intermediate financial modeling and Excel skills.
• Experience conducting complex quantitative and qualitative financial analysis and generating data-driven insights.
• Ability to work autonomously, meet tight deadlines, and thrive in a fast-paced environment with shifting priorities.
• Excellent verbal and written communication skills; experience presenting analyses to management and ability to lead and drive initiatives.
• Ability to work effectively in a team environment with client personnel at all levels and across various industries.
• Ability to interact comfortably with senior-level client personnel, including supporting preparation for and participating in executive briefings.

Nice To Haves

• Certified Public Accountant (CPA) certification preferred.

Responsibilities

• Gather data, review documents, and prepare quality of earnings reports.
• Research target companies and conduct financial analysis.
• Perform due diligence for buy-side and sell-side transactions.
• Communicate with clients to deliver exceptional client service.
• Participate in the firm’s marketing and recruiting activities.
• Network and build strong relationships internally and externally with clients and the community.
• Invest in professional development through individual learning and firm-wide programs.
• Support team members’ growth and development through the Baker Tilly Care and Teach philosophy.

Benefits

• Comprehensive compensation and benefits package for eligible employees.
• Career development and advancement opportunities.
• Flexibility in how and where work is done.
• Structured development programs, including My Time Off, My Development, and Dress for Your Day.

What This Job Offers

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