Associate – Transaction Advisory Services

Baker Tilly US

. Interact directly with Partners on matters related to client and engagement management .

Posted 10/12/2026full-timeUnited StatesJuniorMid-Level💰 $57,800 - $100,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial analysis, due diligence, and client engagement management, with a strong ability to communicate effectively and deliver exceptional client service. Proven capability to manage multiple priorities in fast-paced environments while leading initiatives and collaborating with diverse teams.

Highest-signal resume keywords

Financial AnalysisDue DiligenceClient Engagement ManagementAudit ExperienceTransaction Advisory Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Quality Of Earnings ReportsData GatheringDocument ReviewFinancial AnalysisDue DiligenceAuditTransaction Advisory

Soft Skills

Excellent CommunicationOrganizational SkillsMultitaskingPositive AttitudeTeam Collaboration

Certifications & Qualifications

CPAAdvanced Degree

Industry Keywords

Buy-Side TransactionsSell-Side TransactionsCorporate FinanceClient ServiceExecutive Briefings

About the role

Key responsibilities & impact

Interact directly with Partners on matters related to client and engagement management
Gather data, review documents, and prepare quality of earnings reports
Research and perform financial analysis of target companies
Conduct due diligence for buy-side, sell-side, and corporate finance transactions
Communicate with clients to ensure delivery of exceptional client service

Requirements

What you’ll need

Bachelor's degree required
At least one year of related experience required
Experience in Audit or Transaction Advisory preferred
Professional designations or candidacy (CPA) and/or an advanced degree are a plus
High motivation, initiative and positive attitude
Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriately
Ability to work autonomously, meet tight deadlines, and thrive in a fast-paced environment with shifting priorities
Excellent verbal and written communication
Experience presenting analyses to management
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

Benefits

Comp & perks

Compensation and benefits package for eligible employees
Continuous learning and development programs
Career development opportunities
Opportunities to advance within the transaction advisory services group