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Baker Tilly US US

Baker Tilly US US | Principal, Transaction Advisory Services

San Francisco, CA · Bachelor's degree in accounting or finance required, master’s or advanced degree desirable; CPA/CFA a plus

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Job Highlights

Responsibilities

  • Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
  • 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.
  • 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!
  • 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
  • Deliver business insight through thoughtful review, analysis, and discussion.
  • Manage cross-functional teams to deliver engagements and ensure client profitability targets are met.
  • Support the growth and development of team members, helping associates meet their professional goals.

Qualifications

  • Fifteen (15+) years’ experience providing transaction advisory services in a professional services firm required.
  • Must have experience with merger & acquisitions, and financial due diligence.
  • 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

About the company

Baker Tilly US, LLP

The firm's roots in the United States go back to 1931, when it began as Virchow, Krause & Company, and the current partnership was organised in 1953. It joined Baker Tilly International in 1999 and took the Baker Tilly name in 2009. It has since grown through mergers with ParenteBeard in 2014 and Squar Milner in 2020, among others. Baker Tilly provides audit and assurance, tax, and advisory services, with a CPA firm handling attest work and a separate advisory group handling tax and consulting.

  • Industry: Accounting, tax, assurance and advisory services, including managed accounting services
  • Headquarters: Chicago, Illinois, United States (U.S. member firm of Baker Tilly International)
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