Senior Manager – Transaction Advisory Services

Baker Tilly US

. Provide due diligence and transaction advisory services to clients .

Posted 11/9/2026full-timeUnited StatesSenior💰 $179,000 - $262,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in due diligence and financial analysis, with a strong ability to communicate insights and lead initiatives. Proven experience in audit and transaction services within a large accounting firm, complemented by advanced Excel skills and CPA certification.

Highest-signal resume keywords

Due DiligenceFinancial AnalysisCertified Public Accountant (CPA)Excel SkillsClient Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AdvisoryQuality Of Earnings ReportsQuantitative AnalysisQualitative AnalysisData-Driven InsightsModeling

Soft Skills

Organizational SkillsMultitaskingPositive AttitudeTeam CollaborationClient Relationship Building

Certifications & Qualifications

Certified Public Accountant (CPA)

Industry Keywords

Transaction AdvisoryAuditFinancial ServicesBuy-Side TransactionsSell-Side Transactions

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 conduct financial analysis of target companies
Perform due diligence for buy-side and sell-side transactions
Communicate with clients to deliver exceptional client service
Participate in firm marketing and recruiting activities
Network and build strong internal and external relationships with clients and the community
Invest in individual professional development and participate in firm-wide learning and development programs
Support team member growth and development through the Baker Tilly Care and Teach philosophy
Work alongside firm leadership to serve clients and build the business

Requirements

What you’ll need

8+ 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) certification preferred
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
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 and thrive in a team environment with all levels of client personnel across various industries
Ability to comfortably interact with senior-level client personnel, including supporting the preparation of and participating in executive briefings

Benefits

Comp & perks

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