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
$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 US is seeking a Manager for its Transaction Advisory Service team in San Diego, California. This role offers an opportunity to provide due diligence and advisory services, working closely with clients to address complex financial needs. As a Manager, you will...Suggested
$110k - $155k
...Federal Contracts & Pricing Manager is responsible for supporting... ...and identifying cross servicing opportunities Prepares thought... ...Administration (GSA) Schedules, Other Transaction Agreements (OTAs), and other... ...assurance, tax, and advisory services to clients across the...SuggestedContract workFor subcontractorWork at office- ...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...SuggestedFull timeContract workLive inWork at officeLocal area
$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...- Marsh McLennan Agency is seeking a Client Manager in California to advise, service and retain clients with a strong understanding of qualified retirement plan benefits. The role involves coordinating plan renewals, preparing materials for new business presentations, and...
$112k - $150k
Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering... ..., and life insurance planning.A Tax Manager, Private Client Services is responsible... ...impact.BDO provides assurance, tax, and advisory services to clients across the U.S. and...Private practiceWork at office- Tax & Financial Group (TFG) seeks a proactive Full-Time Client Services Coordinator for our San Diego office. This in-person role supports business processing and enhances client service, working with our seasoned financial advisors to deliver exceptional client experiences...Full timeWork at office
- ...reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual... ...one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to...Temporary workPrivate practiceWork at officeLocal area
$103.7k - $155.6k
...dispute resolution, world-class regulatory compliance and advisory services, and complex transactions. Our commitment to integrity, ingenuity, agility, and... ...by forward-thinking peers.The Research Services Manager leads the firm’s research function, ensuring attorneys...Full timeContract work$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... ...Investment Fund Principals, Trusts and Estates.Managers can expect to:Maintain communication...Full timeWork experience placementInternshipPrivate practice- ...autonomy to reach your goals. EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic... ...one of the largest and fastest growing accounting and advisory firms in the industry. You will have the flexibility to...Temporary workPrivate practiceWork at officeLocal area
- ...autonomy to reach your goals.EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic... ...one of the largest and fastest growing accounting and advisory firms in the industryYou will have the flexibility to...Temporary workPrivate practiceWork at officeLocal area
$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$182.15k - $345.35k
Overview Baker Tilly is a leading advisory, tax and assurance firm,... ...Tilly) provide professional services through an alternative practice... ...resilient organizations. Our Managed Services platform delivers... ...including Advisory, Digital and Transaction Services - to deliver...Local area$91k - $321.5k
...ApplicableSpecialismIFS - Internal Firm Services - OtherManagement LevelSenior ManagerJob... ...within the organisation. This includes managing schedules, coordinating meetings, and handling... ..., and deliver commercial leadership for Advisory pursuits. Bring deep pricing and...Full timeContract workH1b$99.75k - $262.5k
JOB DESCRIPTION As a Tax Senior Manager, Partnerships, you will be responsible for advising... ...accounting or consulting/professional services experience, required Specialized... ...impact. BDO provides assurance, tax, and advisory services to clients across the U.S. and...Work at office$140k - $175k
...Join Semtech’s AirLink Software Product Management team - a high-performing group at the intersection of embedded systems, cloud services, and mission-critical connectivity. We own... ...analysis. Participate in customer advisory engagements and QBR processes to validate...Full time$90k - $143k
The Weaver Experience Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different... ...Private Client Services team at Weaver helps clients manage and preserve their personal wealth. Our scope of services...Work at officeFlexible hours$20 - $27 per hour
...Customer Service Lead $20.00 - $27.00 per hour General Purpose Of Job: The Customer... ...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$150k - $225k
...Candidate: Extensive experience in Amazon services, proven leadership experience Pay: $150-... ...Responsibilities: Department Oversight: Manage and provide strategic direction for... ...hours ago Associate, Infrastructure Project Advisory (Power & Utilities) Business Development...Permanent employmentFull timeSeasonal workLocal area- ...Retail Customer Service Lead (Key Holder) Our associates are the heart of Team PetSmart. Together, we're building the best team... ...Backup to operate point-of-sale (POS) systems and handle cash transactions, ensuring accuracy and compliance with company policies. Maintains...Hourly payWeekly payMinimum wageFull timeLocal areaImmediate startWeekend workAfternoon shift
- ...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...
$158k - $216k
Job DescriptionWe are seeking a Senior Client Service Manager (CSM) to lead strategic client development for priority municipal clients in... ...of large-scale CIP programs, alternative delivery models, and advisory/strategic services.Working knowledge of engineering scopes,...Full timeTemporary work- ...have found the right team. As a Treasury Management Officer in Commercial Banking, you will... ...partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and... ...banking, commercial banking, financial transaction processing and asset management. We offer...
$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- ...Office Services Coordinator Pay Rate: $22 - 24/HR on W2 Hours: 7:30 - 4:30 | M-F Location: 5921 Owensmouth, Woodland Hills CA Assignment... ...Compile, copy, sort, and file records of office, business transactions, and other activities. Review files, records, and other...Second jobWork at officeVisa sponsorship
- DescriptionJob Summary:The Senior Vice President and Area Manager works within the overall context of Southern California Regional and... ...Permanente is positioned to optimize performance in terms of quality, service, and affordability. The ability to deliver high levels of...Work at officeLocal area
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