Senior - Transaction Advisory Services
$96.29k - $144.45kBaker Tilly US
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Job Description As we continue to grow our Transaction Services practice within our Financial Advisory practice, we are seeking to add a Senior Consultant to our team. In this role, you will provide due diligence and transaction advisory services to our clients to meet their complex financial needs. Our clients include privately held and publicly traded companies, private equity funds, mezzanine funds, banks, and business development companies. Responsibilities Interact directly with Partners on matters related to client and engagement management. 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 delivery of exceptional client service. Participate in various marketing and recruiting activities of the firm. Seek opportunities for career development and advancement within the transaction advisory services group. Qualifications Bachelor’s degree in Accounting required; a CPA designation is preferred. At least three (3) years of relative experience, 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 is 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 the ability to multitask and handle multiple priorities appropriately. 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, 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. Compensation The pay rate range for this job position is $96,290 - $144,450. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees. Equal Opportunity Employer 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
- Provide due diligence and transaction advisory services to clients Gather data, review documents and prepare quality of earnings reports Research... ...of client personnel Ability to comfortably interact with senior-level client personnel, including supporting preparation of...SeniorShift work
$179k - $262k
Overview Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker... ..., tax, and business advisory services and is a member of Baker... ...both buy‑side and sell‑side transactions. Communicate with clients to... ...Comfortable interacting with senior‑level client personnel, including...SeniorLocal areaShift work- Baker Tilly US is seeking a Manager for their Transaction Advisory Service team in Phoenix, Arizona. This role focuses on providing due diligence and transaction advisory services to clients, contributing to their complex financial needs. The Manager will collaborate closely...Senior
- Baker Tilly US in Phoenix is seeking an experienced professional to deliver exceptional client service in transaction advisory services. You will conduct financial analysis, perform due diligence, and prepare quality-earnings reports while assisting in marketing and recruiting...Senior
- Baker Tilly US is seeking a Senior Consultant in Phoenix, Arizona, to provide transaction advisory services as part of its Financial Advisory practice. The role involves direct client interaction, conducting due diligence, and financial analysis for a diverse client base...Senior
$124k - $280k
...ApplicableSpecialismCMAAS (Capital Markets and Accounting Advisory Services)Management LevelSenior ManagerJob... ...Accounting Advisory Services - Senior Manager, you will provide strategic... ...accounting, financial reporting, transaction structures, and capital markets topics...SeniorFull timeH1b$77k - $202k
...ApplicableSpecialismCMAAS (Capital Markets and Accounting Advisory Services)Management LevelSenior AssociateJob... ...Accounting Advisory Services - Senior Associate, you will provide strategic... ...accounting, financial reporting, transaction structures, and capital markets topics...SeniorFull timeH1b$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...Senior- ...with a planned transition in Q1 2026 to our new Schwab Wealth Advisory office located at 8701 E Hartford Dr in Scottsdale. Schwab Wealth... ...business partners by receiving, triaging, and resolving service and operational requests. In this role, you will help create positive...SeniorWork at office
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...Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. At Cherry Bekaert... ...opportunity has been created for a Senior Manager to join our high performing... ...on ~600 deal with an aggregate transaction value exceeding $19B. Our ideal...SeniorWork experience placementLocal areaRemote work- Advatix Inc. is seeking a Senior Accountant / Supervisor / Manager in Phoenix, AZ for a hybrid role (onsite peak season). You will... ...and financial statements, and provide proactive client advisory services. The position requires 5-7+ years in a public accounting firm...Senior
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...serving the global financial services marketplace and the only professional... ...across tax compliance and/or advisory services. Prepare complex... ...relationship matters to senior management and subject‑matter... ...consulting, tax, strategy and transactions. Fueled by sector insights, a...SeniorSummer holidayFlexible hours- Job Summary: A Tax Experienced Senior, Core Tax Services is responsible for utilizing research skills, applying tax foundational knowledge to... ...create meaningful impact.BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world....SeniorWork at office
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$230k - $297.5k
...responsible for: Under the direction of the Assistant General Counsel - Transactions, you will play an immediate and direct role in complex... ...workflows) to increase the overall effectiveness of legal services provided to global capital markets teams.Assist business leaders...SeniorContract workImmediate startFlexible hours- Job Summary:The Senior Tax Manager is responsible for providing tax and consulting services to business clients with pass through entities and to their business owners.... ...meaningful impact.BDO provides assurance, tax, and advisory services to clients across the U.S. and around...SeniorWork at office
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...LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Wealth Management Tax Services Senior Associate, you will provide strategic tax planning, compliance, and advisory services to clients, helping them navigate complex tax regulations and optimize their tax...SeniorFull timeH1b- Job Overview A law firm seeks an associate or senior attorney with five to ten years of energy transactional experience to join the Regulatory Affairs group in Phoenix... ...Agreements, Large Load matters, electric service agreements, and transmission service matters. Duties...SeniorFlexible hours
$150.4k - $343.6k
...transformation agendas, Global Business Services (GBS) has become a strategic... ...a Global Business Services Senior Manager to join our growing... ...specific GBS and outsourcing advisory offerings and reusable... ...global leader in assurance, tax, transaction and advisory services, we...SeniorWork experience placementSummer holidayFlexible hours$230k - $297.5k
...stakeholder.Under the direction of the Assistant General Counsel - Transactions, you will play an immediate and direct role in complex... ...templates and terms of use to reflect new and existing products and services, including Circle's stablecoin infrastructure, payments rails,...SeniorContract workImmediate startFlexible hours$124k - $335k
...ManagerJob Description & SummaryThe OpportunityAs a Financial Services Tax - Real Estate Senior Manager, you will play a pivotal role in guiding our... ...conduct.Responsibilities- Leading tax compliance and advisory projects for financial services clients, focusing on real...SeniorFull timeH1bLocal area- Tax Experienced Senior, Core Tax Services Phoenix, AZ, United States Job Description Job Summary: A Tax Experienced Senior, Core Tax Services... ...our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S....SeniorWork at office
$147.4k - $336.8k
...in Country Overview The Real Estate Tax Senior Manager will apply knowledge across a wide... ...estate tax experience within a professional services environment. Extensive knowledge of broad real estate tax technical and transaction skills, including partnership taxation,...SeniorSeasonal workFlexible hours$140k - $160k
...A leading advisory firm in Phoenix seeks an experienced Tax Senior Manager or Director to provide expert guidance to high-net-worth clients. This role focuses on complex tax planning and supports a collaborative environment. The ideal candidate has over 6 years of experience...SeniorRemote work- ...passion and integrity. Schwab Stock Plan Services (SPS) provides a variety of solutions to large, publicly traded companies. The Senior Client Service Administrator role is... ...resources for high value clients Research transaction inquiries, general product information,...SeniorWork experience placementFlexible hours
$250k - $290k
...combination of transformative strategy, transactions and corporate finance delivers real-world... .... Benefiting from EY's full spectrum of services, we've reimagined strategic consulting... ...learning. Your key responsibilities As a Senior Director with EY-Parthenon's Strategy...SeniorWork experience placementSummer holidayWork at officeFlexible hours- Gartner is seeking an Executive Partner to advise CIOs and senior IT leaders within Executive Programs and SLG. You will leverage strategic... ...team, and present at local ExP events while shaping innovative advisory offerings and strengthening client relationships. #J-18808-...SeniorLocal area
- Confidential in Phoenix seeks a seasoned Head of Client Service — Wealth Management to lead elite client service, onboarding, and reporting... ...to partner across teams to deliver sophisticated service. This senior, hands-on position demands exceptional judgment, discretion,...Senior
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