Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Manager - Transaction Advisory Services

$126k - $182k

Baker Tilly

Manager, Transaction Advisory Service

We are currently searching for a Manager to join our Transaction Advisory Service team within our Financial Advisory Services team. This is a great opportunity to be a valued business advisor and provide due diligence and transaction advisory services to our clients to meet their complex financial needs. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm's success. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.

You will enjoy this role if:

  • You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve Baker Tilly Industries
  • You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges
  • You want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions
  • You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!)
  • You want to contribute to your engagement team's professional growth and develop your own leadership skills to build a career with endless opportunities now, for tomorrow

What You Will Do:

  • Data gathering, document review and preparation of quality of earnings reports.
  • Research and financial analysis of target companies.
  • Due diligence for both buy side and sell side transactions.
  • Communication with clients to ensure delivery of exceptional client service.
  • Participate in various marketing and recruiting activities of the firm.
  • Opportunities for career development and to advance within the transaction advisory services group.
  • Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community
  • Invest in your professional development individually and through participation in firm wide learning and development programs
  • Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals

Successful candidates will have:

  • 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 a demonstrated ability to multitask and handle multiple priorities appropriately
  • Intermediate modeling and excel skills, experience conducting complex quantitativeand qualitative financial analysis and ability to generate data-driven insights
  • Ability to work autonomously, to meet tight deadlines, and to thrive in a fast pacedenvironment with shifting priorities
  • Excellent verbal and written communication, experience presenting analyses tomanagement and 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

The pay rate range for this job position is $126,000-$182,000. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant's skills, prior experience, qualifications, degrees/certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package.

Baker Tilly
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Manager - Transaction Advisory Services in San Francisco, CA vacancy
  • $79.8k - $168k

    Job Description The Tax Manager, Transaction Advisory Services is an essential team member that will work to ensure engagements are executed timely and that client expectations are met, if not exceeded and support the overall delivery of the national TAS strategy. Our... 
    Suggested

    BDO USA

    San Francisco, CA
    2 days ago
  • $126k - $182k

    We are currently searching for a Manager to join our Transaction Advisory Service team within our Financial Advisory Services team. This is a great opportunity to be a valued business advisor and provide due diligence and transaction advisory services to our clients to... 
    Suggested
    Local area
    Shift work

    Baker Tilly US

    San Francisco, CA
    2 days ago
  • $250k - $400k

    Job Summary:The Transaction Advisory Services (TAS) Managing Director is a leadership role overseeing all aspects of TAS Centers of Excellence to support the overall delivery of the national TAS strategy. The TAS Managing Director leads new business origination efforts... 
    Suggested

    BDO International

    San Francisco, CA
    2 days ago
  • $195.42k - $370.53k

     ...The KPMG Advisory practice is at the forefront of transformation...  ...Director - Accounting Advisory Services in Accounting Advisory...  ...accounting advisory assistance on transactions involving consolidation,...  ...development team of associates to managers around similar technical... 
    Suggested
    Full time
    H1b
    Local area

    KPMG

    San Francisco, CA
    a month ago
  • $250k - $400k

    Managing Director, Transaction Advisory Services - Healthcare Financial Due Diligence Join to apply for the Managing Director, Transaction Advisory Services - Healthcare Financial Due Diligence role at BDO USA . Job Description The Transaction Advisory Services (TAS)... 
    Suggested

    BDO USA

    San Francisco, CA
    2 days ago
  • $155k - $410k

     ...ApplicableSpecialismCMAAS (Capital Markets and Accounting Advisory Services)Management LevelDirectorJob Description & SummaryThe OpportunityAs a...  ...guidance on technical accounting, financial reporting, transaction structures, and capital markets topics. You will advise clients... 
    Full time
    H1b

    PwC

    San Francisco, CA
    3 days ago
  • $99k - $232k

     ...ApplicableSpecialismCMAAS (Capital Markets and Accounting Advisory Services)Management LevelManagerJob Description & SummaryThe OpportunityAs a...  ...strategic guidance on technical accounting, financial reporting, transaction structures, and capital markets topics. You will advise... 
    Full time
    H1b

    PwC

    San Francisco, CA
    4 days ago
  • $124k - $280k

     ...Deals - Capital Markets Accounting Advisory Services - Senior Manager The Opportunity As a Deals - Capital Markets Accounting Advisory Services...  ...range of technical accounting, financial reporting, transaction structures, and capital markets topics. Within our Deals... 

    PwC (US)

    San Francisco, CA
    3 days ago
  • $150k - $225k

    (Financial Reporting Advisory) Overview A&M CFO Services work with private equity held portfolio companies...  ...to clients on a wide range of transactions and events, including adherence to...  ...accounting standards and effective management of the financial reporting processes... 
    Part time
    Work experience placement
    Interim role
    Flexible hours

    Alvarez & Marsal

    San Francisco, CA
    3 days ago
  • $10k

     ...finance teams, embedded in the transaction flow of every dollar a...  ...shape how companies move and manage billions, Ramp is the place to...  ...Ramp's implementation and Advisory motion is evolving. As the business...  ...operations, or professional services with a track record of building... 
    Full time
    Work at office
    Home office
    Relocation package
    Flexible hours
    Shift work

    Paribus (Ramp)

    San Francisco, CA
    1 day ago
  • $109k - $224k

     ...resolving disputes, navigating crises, managing risk and optimizing performance, our teams...  ...seeking a Director to join our growing Transactions Financial Due Diligence team. Our...  ...financial and accounting related consulting services in the Corporate Finance practice areas... 
    Full time

    FTI Consulting

    San Francisco, CA
    2 days ago
  • $109.5k - $273.8k

     ...or San Francisco office 2-3 days per week.Team OverviewIQVIA Advisory Services is a newly established space within IQVIA but the success of...  ...and communications, emerging market expansion, lifecycle management.Role & ResponsibilitiesOn the Advisory Services team, you will... 
    Full time
    Part time
    Work at office
    Immediate start
    Worldwide
    2 days per week
    3 days per week

    IQVIA

    San Francisco, CA
    4 days ago
  • $126k - $182k

    Baker Tilly US in San Francisco is seeking a Manager for their Transaction Advisory Service team. This position provides an opportunity to serve clients and support their financial needs with due diligence and advisory services. The ideal candidate should have 5+ years... 

    Baker Tilly US

    San Francisco, CA
    2 days ago
  •  ...) is a leading professional services advisor to middle-market businesses...  ...in accounting, tax, advisory, benefits, insurance, and technology...  ...required licensesAbility to manage deadlines, work on multiple...  ...'s Technical & Transactional Accounting Practice assists... 
    Remote work
    Flexible hours

    CBIZ

    San Francisco, CA
    2 days ago
  •  ...CBZ) is a leading professional services advisor to middle-market...  ...expertise in accounting, tax, advisory, benefits, insurance, and technology...  ...required licensesAbility to manage all aspects of client...  ...recognition (ASC 606), equity transactions, debt arrangements, business... 
    Remote work
    Flexible hours

    CBIZ

    San Francisco, CA
    4 days ago
  • $230k - $400k

    A leading advisory firm is seeking a Director in their Accounting Advisory practice...  ...for driving client engagements in transactions like mergers and IPOs, you will utilize...  ...experience in professional services and project management. Ideal candidates have over 15 years... 

    Cross Country Consulting

    San Francisco, CA
    2 days ago
  • $112.1k - $225.5k

     ...leading provider of professional services to the middle market...  ...forecasting, valuation, and transaction-related analyses.Develops and...  ...materials for executive, board, and management audiences.Serves as a...  ...activities in a consulting, advisory, banking, or corporate environment... 
    Full time
    Work experience placement
    Internship
    Local area

    RSM International

    San Francisco, CA
    2 days ago
  • $120k - $150k

     ...people, willing to listen to your ideas. CFO Advisory Services focuses exclusively on the office of the...  ...with Cash to Accrual Accounting after a transaction, Opening Balance Sheet preparation and Purchase Accounting Lead and manage projects while coordinating directly with... 
    Full time
    Contract work
    Work experience placement
    Work at office
    Local area
    Work from home
    Flexible hours

    Armanino

    San Francisco, CA
    17 hours ago
  • $168.8k - $230.1k

     ...Accrual Accounting after a transaction, Opening Balance Sheet preparation...  ...A+ client delivery; Execute services and deliverables around...  ...professionally develop CFO Advisory team members, actively participating...  ..., organizational, management, analytical, decision-making... 
    Full time
    Contract work
    Work experience placement
    Local area
    Flexible hours

    Armanino

    San Francisco, CA
    2 days ago
  • $113.5k - $259.5k

     ...professionals providing specific tax technical services to US and global clients. EDGE stands...  ...on helping our clients effectively manage their global payroll needs proactively and...  ..., consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected... 
    Summer holiday
    Local area
    Flexible hours

    EY

    San Francisco, CA
    5 days ago
  • $130.6k - $221.6k

     ...payments technology, facilitating transactions between consumers, merchants, financial...  ...influence channels.The Sr. Manager, Consulting & Market Advisory Partnerships will develop and manage...  ...recommendations across the financial services marketplace.Essential Functions:Own... 
    Full time
    Work experience placement
    Work at office
    Local area

    Visa

    San Francisco, CA
    3 days ago
  • $101k - $203k

     ...leading provider of professional services to the middle market...  ...strategic finance, FP&A, and transaction-related engagements.Develops...  ...presentation materials for management and executive audiences.Coordinates...  ...in a consulting, advisory, banking, or corporate environment... 
    Full time
    Work experience placement
    Internship
    Local area

    RSM International

    San Francisco, CA
    4 days ago
  •  ...consult with Grant Thornton | Stax Transactions clients on complex accounting...  ...statement audits, accounting advisory, or similar transaction advisory consulting services with deep experience in at least...  ...compensation topicsCan manage multiple engagements and competing... 
    Internship
    Seasonal work
    Work at office
    Local area
    Remote work
    Flexible hours
    3 days per week

    Grant Thornton

    San Francisco, CA
    4 days ago
  • Job Description As a Technical Accounting Manager, you'll play a pivotal role in delivering specialized accounting advisory services to our diverse and dynamic client base,...  ...as revenue recognition (ASC 606), equity transactions, debt arrangements, business combinations... 
    Remote work
    Flexible hours

    CBIZ

    San Francisco, CA
    2 days ago
  • $102.3k - $150k

    A leading tax services firm in San Francisco is seeking a Core Tax Services (CTS) Manager to oversee tax compliance and strategies for clients. This role requires significant experience managing ASC740 computations and leading teams. You will work closely with clients to... 

    BDO USA

    San Francisco, CA
    3 days ago
  • $150k - $210k

     ...fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our...  ...Collaborate with the Private Client Services and Trust & Estate groups on...  ...and outbound cross-border transactions and activities Develop models... 
    Full time
    Fixed term contract
    Local area

    EisnerAmper

    San Francisco, CA
    3 days ago
  •  ...volume, how to think about customer support in a digital, self-service manner and you’re ready to apply your knowledge to help...  ...service process implementation, contact forecasting and work force management, quality management, center staffing and training, technology... 
    Full time
    Contract work
    Live in
    Work at office
    Local area

    Accenture

    San Francisco, CA
    4 days ago
  • $179.85k - $340.97k

    OverviewBaker Tilly is a leading advisory, tax and assurance firm,...  ...Tilly) provide professional services through an alternative practice...  ...currently searching for a Senior Manager to join our CFO Advisory...  ...efforts. You will work with Transaction and Financial Advisory Partners... 
    Full time
    Work at office
    Local area
    Worldwide
    Shift work

    Baker Tilly

    San Francisco, CA
    4 days ago
  • $200k

     ...people love working at A&M. Director - Transaction Advisory / Financial Due Diligence We are...  ...Responsibilities include engaging with management, advising on transaction risks, and delivering integrated due‑diligence services that combine operational, functional, and... 
    Odd job
    Part time
    Flexible hours

    Alvarez & Marsal

    San Francisco, CA
    5 days ago
  • Job Summary:The Manager, Risk Advisory Services is responsible for managing and delivering high value solutions to clients in the areas of Internal Auditing and internal control, including business risk assessment, business process improvement, Sarbanes-Oxley compliance... 
    Work at office

    BDO International

    San Francisco, CA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Manager - Transaction Advisory Services. Be the first to apply!