Principal, Transaction Advisory Services

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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Are you interested in joining one of the fastest growing Advisory CPA Firms

If yes consider joining Baker Tilly (BT) as a Principal focused on Transaction Advisory Services. This is a great opportunity to lead buy-side and sell-side due diligence engagements from start to finish in a variety of industries. You will work side-by-side with firm leadership to serve clients and build the business having adirect impacton the firms success. Additionally you will be a mentor and coach to a group of talented staff utilizing your expertise to help develop their technical and professional skills. If you are invigorated by these exciting challenges then this could be the right opportunity for you! 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 will enjoy this role if:

• You are looking for an opportunity to be a leader and 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 in growth mode and you want the opportunity to continue building out our clients

• You want to contribute to your engagement teams professional growth and develop your own leadership skills to build a career with endless opportunitiesnow for tomorrow
  

What You Will Do:

• Be a trusted leader of buy-side and sell-side due diligence/quality of engagement

• Proactively engage with your clients throughout the year to understand business goals and objectives

• Beyond QOE engagements advise implement and deliver solutions to clients related to all other phases of the Merger & Acquisition life cycle

• Play an active role in providing valuable guidance and business recommendations

• Deliver business insight through thoughtful review analysis and discussion

• Manage cross-functional teams to deliver engagements and ensure client profitability targets are met

• Utilize your entrepreneurial skills to network and build strong relationships internally and externally (especially with private equity firms) with the goal of acquiring new repeat referral sources clients projects and revenue

• Invest in your professional development individually and through participation in firmwide learning and development programs

• Support the growth and development of team members helping associates meet their professional goals

Qualifications

• Bachelors degree in accounting or finance required masters or advanced degree desirable

• CPA/CFA a plus

• Fifteen (15) years experience providing transaction advisory services in a professional services firm required

• Must have experience with merger & acquisitions and financial due diligence.

• History of relationships with private equity firms and their portfolio companies

• Demonstrated management analytical organization interpersonal project management communication skills

• Ability to lead and supervise others provide exceptional client service demonstrate commitment to continuous learning in order to stay current regarding applicable strategies see the big picture as well as the details display appropriate ethical knowledge and commitment and exhibit a sense of urgency and commitment to quality and the timely completion of projects