Manager - Transaction Advisory Services
$126k - $182kBaker Tilly US
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 offers an 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 quantitative and qualitative financial analysis and ability to generate data‑driven insights Ability to work autonomously, to meet tight deadlines, and to thrive in a fast paced environment with shifting priorities Excellent verbal and written communication, experience presenting analyses to management 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 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 Baker Tilly US
$192k - $314k
Overview Baker Tilly is a leading advisory, tax and assurance firm,... ..., LLP provide professional services through an alternative... ...looking for a Director for our Transaction Services group. An entrepreneurial... ...will have major engagement management responsibilities including...SuggestedLocal areaWorldwide$179k - $262k
Overview Baker Tilly is a leading advisory, tax and assurance firm with a global... ...centers. We provide professional services across audit, tax, and transaction advisory, and are members of Baker... ...firms. Job Title Senior Manager, Transaction Advisory Services - Financial...Suggested- Advisory Senior Manager - Director - Accounting and Transaction Advisory Services Advisory Senior Manager - Director, Accounting and Transaction Advisory Services Our client is a specialized boutique accounting and consulting services firm seeking an accounting professional...Suggested
- Baker Tilly is seeking a Director for our Transaction Services group. The role requires an... ...build a new practice within a leading advisory firm and to lead engagement teams on complex... ...demonstrated abilities in leadership, client management, and due diligence for M&A...Suggested
$102.1k - $187k
...build a better working world. Tax Services Manager - Financial Services Office - Customer... ...The opportunity Our Business Tax Advisory practice gives you the opportunity to... ...assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally...SuggestedSummer holidayWork at officeRemote workFlexible hours$180k - $220k
...Grant Thornton is seeking an Advisory Director Client Relationship... ...ROI across shared services, finance, IT, HR, customer service... ...and executive relationship management, this leader shapes how capabilities... ..., Technology Modernization, Transactions, AI, Outsourcing)...Work at office$179k - $262k
Baker Tilly US is seeking a Senior Manager for Transaction Advisory Services in San Diego. This role involves gathering data, conducting research and financial analysis, and performing due diligence for transactions. The ideal candidate will have over 8 years of experience...$190k - $300k
Grant Thornton is seeking an Advisory Director Client Relationship... ...and executive relationship management — shaping how capabilities are... ...hours) Position GT's full-service Advisory approach — uniting... ..., Technology Modernization, Transactions, AI, Outsourcing) Experience...Work at officeLocal area$96.29k - $144.45k
Baker Tilly US in San Diego is looking for a Senior Consultant to join their Transaction Services team. The ideal candidate will provide due diligence and transaction advisory services to various clients, including private equity firms and banks. The role requires a Bachelor...$132k - $190.1k
...the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with... ...extensive global presence among professional services organizations. You'll embark on a... ...the story of your success! The Role Managers in our Private Client Services (PCS) practice...Full timeWork experience placementInternshipPrivate practice- ...Tax Senior Manager At EisnerAmper, we look for individuals who welcome new ideas, encourage... ...Manager to join the Private Client Services (PCS) practice. We are looking for a... ...largest and fastest growing accounting and advisory firms in the industry You will have the...Temporary workPrivate practiceWork at officeLocal area
- ...Tax Manager At EisnerAmper, we look for individuals who welcome new ideas, encourage... ...Tax Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic... ...and fastest growing accounting and advisory firms in the industry You will have the...Temporary workPrivate practiceWork at officeLocal area
- ...Tax Senior Manager, Private Client & Family Office Services The Tax Senior Manager, Private Client & Family Office... ...existing clients Explains the Advisory service offerings, as well as the... ...performing general accounting transactions and functions, required; OR High...Work at office
- ...Job Description Job Description Job Title: Manager, Audit and Business Advisory Services Department: Audit and Business Advisory Services (ABAS) FLSA Status: Exempt ABOUT THE ROLE Haskell & White is one of the largest independently owned public accounting...
$127.9k - $291.9k
...withholding engagements across all financial services sectors. We offer the specialization in... ...non‑US indirect taxes, such as foreign transaction taxes, stamp duty, and value‑added taxes... ...reporting and transaction taxes. Manage operations team by directing and coordinating...Summer holidayFlexible hours$30 - $35 per hour
Join to apply for the Client Services Lead role at Cetera... ...client experiences through: Managing client relationships via phone... ...Assisting with client financial transactions and implementing financial plans... ...wealth management and advisory platforms, comprehensive broker...Hourly payFull timeWork at officeFlexible hours$33.04 per hour
...Assistant Service Manager Prime Residential is an established owner and operator of more than 19,000 multifamily apartments and townhomes... ...with various building mechanical components and a hands-on, advisory disposition. High standards of excellence and a passion for mentoring...Hourly payFor contractorsWeekend workAfternoon shift- ...way. The Role: We are seeking a Senior Technical Product Manager to own and evolve core platform and API capabilities that... ...Own the product vision and roadmap for core platform APIs and services, ensuring alignment with company strategy, engineering capacity...Work at officeLocal areaRemote work
$20 - $27 per hour
...Customer Service Lead Job Category: Store $20.00 - $27.00 per hour GENERAL PURPOSE... ...CSL) at Dunn-Edwards assists the store management team with ensuring a distinctive... ..., while also processing and completing transactions. In addition, the Customer Service Lead...Hourly payFull timeShift workEarly shift- ...ll Do The dynamic market environment for Services and AI products has never presented such... .... Teradata is seeking an experienced Manager of Strategic Pricing to help us navigate... ...Support, Consulting, Managed Services, Transaction Services, and AI Services/Forward Deployed...Flexible hours
- ...leading boutique accounting and consulting firm seeks an Advisory Senior Manager - Director to manage strategic advisory engagements and provide... ...requires a Bachelor's degree and extensive experience in transaction advisory, alongside strong project and client management...
$80k - $95k
A financial advisory firm in San Diego is seeking a Client Service & Operations Specialist. This full-time role involves ensuring client satisfaction, onboarding, and compliance coordination. Candidates should possess a bachelor's degree and 3+ years of experience in the...Full time$75k - $90k
...Overview Matrix Construction Services is a 100% employee-owned multifamily... ...occupied communities alongside property managers, regional directors, ownership groups,... ...keeping that position. This is not a transactional sales role. It is a relationship role that...Full timeFor contractorsWork at officeImmediate start$27 - $30 per hour
...The Center provides targeted programs and services to the full diversity of the San Diego... ...Summary The Trans & Nonbinary Services Manager is responsible for developing accessible... ...practices. Co‑facilitate the Project TRANS Advisory Committee, being open to sharing stories...Full timeContract workPart timeWork at officeShift workWeekend workAfternoon shift- ...Senior Director, Account Services - Digital Growth - DMS Remote About FRONT ROW Group: At... ...market share and heart share, because every transaction has the potential to be transformational... ..., data-driven approach. This role would manage a team of 4 direct reports and growing....Work at officeRemote work
$84.07k - $163.93k
...Molina Healthcare is seeking an individual with healthcare expertise to lead projects and programs within its healthcare services function. Responsibilities include overseeing project design, ensuring compliance, and improving processes. Candidates should have at least...$100k - $120k
...Director of Environmental Services Casa de Maana Retirement Community is Hiring! Director... ...or through subordinate supervisors and managers. Detailed responsibilities: Provides... ...Prepares department budget, reviews financial transactions and monitors projected expenditures of...Full timeMonday to Friday$100k - $140k
Strategic Resourcing Services Consultant As a Strategic Resourcing Services Consultant, you... ...teams. Engage directly with hiring managers, delivery leaders, and executive stakeholders... ...models, and workforce optimization and advisory. Develop multi‑year workforce roadmaps...Contract workFlexible hours$33.04 per hour
...appealing amenities and superior customer service in some of the most sought‑after... ...hour Role Overview The Assistant Service Manager supports the essential maintenance function... ...building mechanical components and a hands‑on, advisory disposition. High standards of...Hourly payFor contractorsWeekend workAfternoon shift- ...consulting firm in California is seeking a Manager for their Accounting and Finance... ...provide a variety of financial consulting services including technical accounting, business... ...process improvement, and organizational advisory. Candidates should have a minimum of 5 years...
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