Deal / Transaction Advisory Services Manager jobs in United States
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Baker Tilly · 3 months ago

Deal / Transaction Advisory Services Manager

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage. The role of Manager in the Transaction Advisory Service team involves providing due diligence and transaction advisory services, working closely with firm leadership to meet complex financial needs and contribute to the firm's success.

AccountingConsulting
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H1B Sponsor Likelynote

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

Qualification

Financial analysisDue diligenceCertified Public AccountantExcel skillsOrganizational skillsCommunication skillsTeamworkLeadership skills

Required

6+ years' experience in a large accounting firm in audit, financial advisory or transaction service lines
Bachelor's degree in accounting, finance or related field
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

Preferred

Certified Public Accountant (CPA) certification preferred

Company

Baker Tilly

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At Baker Tilly, we care about you and the impact you make. That’s why we’re fully committed to your journey, wherever your ambitions take you.

H1B Sponsorship

Baker Tilly has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (19)
2023 (23)
2022 (25)
2021 (19)

Funding

Current Stage
Late Stage

Leadership Team

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Francesca Lagerberg
Chief Executive Officer
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Ben Lloyd
Chief Operating Officer
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Company data provided by crunchbase