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Head of Client Support Services

$114k - $180k

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 are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve

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!)

Data gathering, document review and preparation of quality of earnings reports.

Research and financial analysis of target companies.

Communication with clients to ensure delivery of exceptional client service.

Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community

Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals

6+ years' experience in a large accounting firm in audit, financial advisory or transaction service lines

  • Relevant bachelor's degree in accounting, finance or related
  • 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 comfortably interact with senior level client personnel, including supporting the preparation of and participating in executive briefings
Vacancy posted 4 days ago
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