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Transaction Advisory, Senior Associate
Transaction Advisory, Senior Associate-May 2024
New York
May 22, 2025
About Transaction Advisory, Senior Associate

  Overview

  Baker Tilly US, LLP (Baker Tilly) is a leading advisory CPA 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 and Chicago. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 145 territories, with 41,000 professionals and a combined worldwide revenue of $4.7 billion.

  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 US, LLP, employee e-mail accounts are considered property of Baker Tilly US, LLP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency (\"search firm\") for Baker Tilly US, LLP, 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.

  Responsibilities

  At Baker Tilly, we invest in our people. We believe in continuous learning and development and have a number of programs to ensure the success of our people. As we continue to grow our Transaction Services practice within our Corporate Finance and Forensics practice, we are seeking to add a Senior Associate to our Transaction Services team out of the east coarst region. 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. This multi-faceted client base allows us to provide our staff with a variety of opportunities across numerous industries, and a constant flow of challenging and meaningful work.

  Interact directly with Partners on matters related to client and engagement management.Data gathering, document review and preparation of quality of earnings reports.Research and financial analysis of target companies.Due diligence for both buy side, sell side, and corporate finance transactions.Communication with clients to ensure delivery of exceptional client service.Participate in various marketing and recruiting activities of the firm.Opportunities for career development and to advance within the transaction advisory services group.

  Qualifications

  Requirements for Senior Asssociates:

  Bachelor's degree in Accounting and a CPA designation are required.Between four (4) to six (6) years of experience in a mid to large size professional services firm performing audits and related services for a diverse client base and, and at least two (2) years of transaction services / due diligence experience.Professional designations or candidacy (CFE, CFA, etc.) and / or an advanced degree are a plus.

  Requirements for Associates:

  Bachelor's degree in Accounting or related fieldBetween one (1) to three (3) years of experience in a professional services firm performing audits and related services, manufacturing and distribution client experience preferred. A CPA designation preferred, not required.Professional designations or candidacy (CFE, CFA, etc.) and / or an advanced degree and due diligence experience are a plus.

  Additional Information

  For California, Colorado, New York and Washington: The compensation range for this role is $78,840 to $167,130. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

  #LI-SB1

  #LI- Hybrid

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