Transaction Advisory Services Manager

Transaction Advisory Services Manager

Responsibilities

• Lead client engagements and manage technology-focused due diligence activities for middle-market transactions across multiple industries.

• Partner with private equity firms, strategic buyers, and investment banks on buy-side, sell-side, and other M&A-related engagements.

• Analyze complex business and transaction scenarios to identify risks, opportunities, and key operational considerations.

• Manage all phases of engagement delivery, including client communication, analysis, deliverables, and project execution.

• Build and maintain strong client relationships through proactive communication and trusted advisory support.

• Collaborate with other service lines and cross-functional teams to deliver integrated client solutions.

• Support business development and networking activities that contribute to practice growth.

• Lead, mentor, and develop team members by providing coaching, guidance, and ongoing support.

• Manage multiple engagements simultaneously while maintaining high-quality client service and timely delivery.

Qualifications

• Bachelor’s or Master’s degree in Accounting, Business, or related field; Chartered Accountant (CA/ACA) certification preferred.

• Experience leading transaction advisory or due diligence engagements within a professional services environment preferred.

• Strong ability to analyze complex business, operational, and transaction-related issues.

• Prior experience supervising, mentoring, and developing team members.

• Strong project management and organizational skills with the ability to manage multiple priorities effectively.

• Strong commitment to delivering high-quality client service and meeting engagement deadlines.

• Advanced Microsoft Excel skills and strong analytical capabilities.

• Strong presentation, communication, and stakeholder management skills.

• Excellent verbal, written, and interpersonal communication abilities.

• Ability and willingness to travel as needed.

About Baker Tilly

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.

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

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.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

If you have a special request or need that requires accommodations to fully participate in interviewing or onboarding, please submit your request using the “Contact Us” feature on our Careers page. A member of our People Solutions team will follow up with you to discuss your specific needs.

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