Senior Transaction Advisory Services

Baker Tilly US

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

Posted 11/12/2026full-timeHouston • Texas • United StatesSenior💰 $82,500 - $132,700 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 foundation in accounting principles and practices. Proven ability to lead initiatives, communicate effectively, and deliver exceptional client service in a fast-paced environment.

Highest-signal resume keywords

Bachelor's Degree In AccountingCPA DesignationTransaction Services ExperienceFinancial Analysis SkillsExcel Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisDue DiligenceQuality Of Earnings ReportsIntermediate ModelingData-Driven InsightsQuantitative AnalysisQualitative AnalysisClient Engagement ManagementAudit ServicesMultitasking

Soft Skills

Excellent Communication SkillsOrganizational SkillsHigh MotivationPositive AttitudeTeam Collaboration

Certifications & Qualifications

CPACFECFA

Industry Keywords

Transaction Advisory ServicesProfessional Services FirmClient ServiceExecutive BriefingsMarketing Activities

About the role

Key responsibilities & impact

Interact directly with Partners on client and engagement management matters
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 exceptional client service
Participate in firm marketing and recruiting activities
Advance within the transaction advisory services group

Requirements

What you’ll need

Bachelor's degree in Accounting required
CPA designation preferred
At least three (3) years of relevant experience required, ideally in a mid to large size professional services firm performing audits and related services for a diverse client base
At least two (2) years of transaction services / due diligence experience highly preferred
Professional designations or candidacy (CFE, CFA, etc.) and/or an advanced degree are a plus
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 and generating 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 skills
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 across various industries
Ability to interact comfortably with senior-level client personnel, including supporting preparation for and participating in executive briefings

Benefits

Comp & perks

Continuous learning and development programs
Comprehensive compensation and benefits package to eligible employees
Career development opportunities and advancement within the transaction advisory services group