Manager Transaction Advisory Services

Position Overview The Transaction Advisory Services (TAS) Manager is a key leader within the practice, responsible for managing and executing complex financial due diligence engagements while driving client relationships and developing high-performing teams. This role sits at the intersection of execution and strategy—partnering closely with senior leadership to deliver insightful, high-quality analysis and helping clients navigate critical transaction decisions. The TAS Manager serves as a trusted advisor to both strategic and private equity clients across buy-side and sell-side engagements, providing financial insights that directly impact deal value, structure, and negotiation. Key Responsibilities Lead and manage financial due diligence engagements, including Quality of Earnings (QoE), working capital analysis, cash flow assessments, and operational reviews for middle-market and large-cap transactions Oversee engagement teams in analyzing financial and operational performance through detailed review of accounting records, data analytics, and management discussions Identify key transaction risks, earnings adjustments, and deal considerations that may impact valuation, pricing, or structuring Deliver clear, concise, and insightful reports and presentations to clients, including senior leadership, private equity sponsors, and C‑suite executives Act as the primary day‑to‑day client contact, ensuring a high level of service, responsiveness, and relationship management throughout the engagement lifecycle Manage engagement economics, including scope, budgets, timelines, and resource allocation to ensure efficient and profitable delivery Supervise, mentor, and develop team members by providing ongoing coaching, technical guidance, and performance feedback Collaborate with cross‑functional service lines (e.g., tax, audit, valuation, and consulting) to provide integrated, end‑to‑end transaction solutions Support business development initiatives by identifying opportunities within existing client relationships, contributing to proposals, and participating in pitch meetings Stay informed of market trends, deal activity, and industry‑specific drivers to provide relevant insights and strategic guidance to clients Uphold the highest standards of professionalism, confidentiality, and ethical conduct in all client interactions Technical Expertise Strong foundation in financial accounting and transaction advisory, including deep experience with Quality of Earnings and due diligence methodologies Advanced knowledge of U.S. GAAP and financial reporting; exposure to IFRS and cross‑border transactions is a plus Strong financial modeling and analytical capabilities, with the ability to interpret large datasets and translate findings into actionable insights Familiarity with deal processes, including purchase agreements, data rooms, and transaction timelines Qualifications & Skills Exceptional written and verbal communication skills, with the ability to present complex financial information to both technical and non‑technical stakeholders Proven leadership ability with experience managing teams, mentoring staff, and fostering a collaborative team environment Strong project management skills, including the ability to manage multiple concurrent engagements in a fast‑paced, deadline‑driven environment High attention to detail and commitment to delivering accurate, high‑quality work Strong interpersonal skills with the ability to build and maintain relationships across all levels of an organization Sound judgment, critical thinking, and problem‑solving capabilities Education Bachelor’s degree in accounting, Finance, Business Administration, or a related field required Master’s degree (e.g., MAcc or MBA) preferred Experience 5–7 years of progressive experience in Transaction Advisory Services, financial due diligence, public accounting (audit or advisory), investment banking, corporate development, or FP&A Demonstrated experience leading engagements and managing client relationships Prior experience working directly with senior leadership, including C‑suite executives and private equity stakeholders Certifications Certified Public Accountant (CPA) license required CFA or relevant investment banking licenses (Series 79, 63, 7) are a plus Technology & Tools Advanced proficiency in Microsoft Excel, including financial modeling and data analysis Proficiency in PowerPoint and Word for developing client‑ready deliverables Experience with data analytics and visualization tools (e.g., Alteryx, Power BI, Tableau) preferred Preferred Experience Experience within a professional services or advisory firm environment Strong client‑facing experience with corporate executives, private equity firms, and investment professionals Established professional network within the M&A, private equity, or investment banking community Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. #J-18808-Ljbffr Dormont Manufacturing Co