Baker Tilly US · 1 day ago
Transaction Services Managing Director
NYC Metro Area
Full-time
Hybrid
Director/Executive
$266K/yr - $412K/yr
10+ years expBaker Tilly is a leading advisory, tax and assurance firm, and they are seeking a Managing Director for their Transaction Services group. The role involves managing client relationships, leading engagement teams, and conducting financial due diligence for mergers and acquisitions.
Accounting
Responsibilities
Engagement management with clients includes routinely working directly with c-suite executives to perform financial due diligence on middle-market companies in a variety of industries
Work alongside private equity firms, strategic clients and investment banks to perform buy-side and sell-side due diligence as well as other M&A activities
Responsible for all aspects of deal execution including sourcing and managing client relationships, analysis and execution of client deliverables and coaching and managing other team members
Coordinate services as needed with other practice areas of the firm
Build relationships with existing clients, including involvement in networking and business development activities
Provide both leadership and supervision to Staff, Seniors, Managers and Directors
Build and promote senior leaders’ personal brand and credibility in the market to drive growth
Qualification
Required
Bachelor's degree in a related field required
Minimum 10 years of related experience
Must have the ability to analyze complex business and transaction situations
Previous experience supervising and training staff
Strong project management and organizational skills
Excellent interpersonal and verbal & written communication skills
Excellent presentation skills and marketing abilities are required
Must be willing and able to travel as needed
Preferred
Experience in a large public accounting firm
CPA
Company
Baker Tilly US
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S.
10001+ employees
H1B Sponsorship
Baker Tilly US 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 StageLeadership Team
Brett Bowles, CPA
Senior Consultant - Transaction and CFO Advisory
Caleb Tollefson
CFO Advisory Manager
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