Senior Manager of Transaction Advisory Services - Anchin & BPB Conversion

Baker Tilly • Miami, FL

2d • $113,300 - $262,300

About The Position

Baker Tilly is seeking a Senior Manager to join its Transaction Advisory Services team within Financial Advisory Services. The role provides due diligence and transaction advisory services to clients with complex financial needs. The Senior Manager works alongside firm leadership to serve clients and grow the business, while contributing to the firm’s success. The position offers opportunities for career development and advancement within the transaction advisory services group.

The role involves working directly with clients as a trusted business advisor, developing industry expertise, and helping address accounting and business challenges. The Senior Manager also contributes to team development, firmwide learning and development, networking, recruiting, and marketing activities. Baker Tilly describes the position as offering flexibility in how and where work is completed, though candidates are asked to discuss location requirements with a 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 manage 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 industries.
• Ability to interact comfortably with senior-level client personnel, including supporting 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 perform financial analysis.
• Conduct due diligence for buy-side and sell-side transactions.
• Communicate with clients to ensure exceptional client service.
• Participate in firm marketing and recruiting activities.
• Build internal and external relationships with clients and the community through networking.
• Pursue professional development individually and through firmwide learning and development programs.
• Support team members’ growth and development in accordance with the Baker Tilly Care and Teach philosophy.
• Work with firm leadership to serve clients and build the business.
• Present analyses to management and support preparation for and participation in executive briefings.

Benefits

• Comprehensive compensation and benefits package for eligible employees.
• Flexibility in how and where work is completed.
• Structured programs supporting time off and professional development, including My Time Off and My Development.
• Firmwide learning and development programs.
• Career development and advancement opportunities.

What This Job Offers

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