Manager – Transaction Advisory Services

Baker Tilly US

. Provide due diligence and transaction advisory services to clients .

Posted 9/23/2026full-timeUnited StatesMid-LevelSenior💰 $126,000 - $182,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial analysis, due diligence, and transaction advisory services, with a strong ability to communicate insights effectively to clients and stakeholders. Proven experience in audit and financial advisory within a large accounting firm, complemented by advanced Excel and modeling skills.

Highest-signal resume keywords

Financial AnalysisDue DiligenceCertified Public Accountant (CPA)Excel SkillsClient Communication

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial AnalysisDue DiligenceQuality of Earnings ReportsIntermediate Excel SkillsQuantitative AnalysisQualitative AnalysisData-Driven InsightsTransaction AdvisoryModelingAudit

Soft Skills

Organizational SkillsMultitaskingPositive AttitudeTeam CollaborationClient Relationship Building

Certifications & Qualifications

Certified Public Accountant (CPA)

Industry Keywords

Transaction ServicesFinancial AdvisoryAccountingClient ServiceExecutive Briefings

About the role

Key responsibilities & impact

Provide due diligence and transaction advisory services to clients
Gather data, review documents, and prepare quality of earnings reports
Research and perform financial analysis of target companies
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
Network and build relationships internally, externally, with clients, and with the community
Invest in individual professional development and firm-wide learning and development programs
Support team-member growth through the Baker Tilly Care and Teach philosophy
Work alongside firm leadership to serve clients and build the business

Requirements

What you’ll need

5+ years' experience in a large accounting firm in audit, financial advisory or transaction service lines
Relevant bachelor’s degree in accounting, finance or related
Certified public accountant (CPA) preferred, not required
High motivation, initiative and positive attitude
Excellent organizational skills with demonstrated ability to multitask and handle multiple priorities
Intermediate modeling and Excel skills
Experience conducting complex quantitative and qualitative financial analysis
Ability to generate 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
Experience presenting analyses to management
Ability to lead and drive initiatives
Ability to work effectively in a team environment with all levels of client personnel
Ability to comfortably interact with senior-level client personnel
Ability to support preparation of and participate in executive briefings

Benefits

Comp & perks

Flexibility in how and where you get your work done
Meaningful relationships with clients, teammates and leadership
Autonomy to own your schedule and career through structured programs
My Time Off
My Development
Dress for Your Day
Opportunities for career development and advancement
Firm-wide learning and development programs
Comprehensive compensation and benefits package