M&A Integration Manager

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 worlds 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 43000 professionals and a combined worldwide revenue of $5.2 billion. join the conversation onLinkedInFacebookandInstagram.

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The M&A Integration Manager is responsible for planning coordinating and executing the successful integration of acquired CPA and professional services firms. This role serves as the central project leader from Letter of Intent (LOI) through post-close integration ensuring acquired firms are successfully transitioned into the organizations people processes technology and culture.

Working closely with Corporate Development Executive Leadership Finance HR IT Operations Marketing Practice Leadership and external partners the M&A Integration Manager drives integration planning governance execution and continuous improvement while minimizing disruption to clients and team members.

The ideal candidate is an exceptional project manager who thrives in a fast-paced acquisition-driven environment and can influence stakeholders across multiple functions without direct authority.

Responsibilities:

Integration Leadership

Lead end-to-end post-merger integration activities across multiple concurrent acquisitions developing and managing detailed integration workplans milestones deliverables dependencies and timelines. Coordinate integration activities from pre-close planning through operational stabilization. Support transition from due diligence to post-close execution ensuring consistent execution of the firms Integration Playbook. Duties include:

Project Management

• Facilitate recurring integration meetings and executive steering committees.
• Monitor project health timelines risks and dependencies.
• Maintain project dashboards and executive reporting.
• Escalate critical issues with recommended solutions.
• Manage multiple acquisitions simultaneously.
• Ensure accountability for deliverables while proactively identifying risks and removing roadblocks.

Change Management

• Support acquired firm leaders throughout the integration journey.
• Promote effective communication and organizational change.
• Assist with onboarding and orientation activities.
• Help preserve client relationships while integrating operational processes.
• Foster adoption of firm standards systems and best practices.

Stakeholder Communication

Serve as the primary integration contact for acquired firms.

Build trusted relationships with partners and firm leadership.

Prepare executive presentations status updates and reporting.

Communicate project progress risks and accomplishments to leadership.

Continuous Improvement

Process Improvement

• Continuously improve integration methodologies templates and playbooks.
• Capture lessons learned after each acquisition.
• Identify opportunities to improve efficiency scalability and consistency.
• Support development of integration KPIs and performance metrics.

Cross-Functional Coordination

• Partner with functional leaders to coordinate integration and ongoing process improvement across:
  • Human Resources
  • Information Technology
  • Finance & Accounting
  • Operations
  • Marketing & Business Development
  • Risk Management
  • Practice Management
  • Facilities
  • Learning & Development

Qualifications:

• Bachelors degree in Business Administration Accounting Finance Management or related field required
• 5 years of experience leading complex cross-functional projects.
• Experience managing multiple projects simultaneously.
• Strong organizational and project management skills.
• Exceptional verbal and written communication skills.
• Ability to influence stakeholders without direct authority.
• Strong analytical and problem-solving capabilities.
• Advanced Microsoft Office skills including Excel PowerPoint Teams and Project or comparable project management software.
• Experience within a CPA firm consulting firm or professional services organization required.
• Experience supporting mergers and acquisitions or post-merger integration.
• PMP CAPM Prosci Change Management Lean Six Sigma or similar certification a plus.
• Familiarity with Smartsheet Asana Jira or Microsoft Project required.
• Experience with CRM ERP HRIS or practice management platforms a plus

The pay rate range for this job position are listed below. Actual compensation is influenced by a variety of relevant factors including but not limited to applicants skills prior experience qualifications degrees professional certifications work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.

The national pay rate range is $98230 to $186220

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