Manager Transaction Advisory Services

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Established in 1980, Berkowitz Pollack Brant (BPB) is a certified public accounting firm with a longstanding presence in South Florida and New York. BPB has earned a strong reputation for delivering high-quality tax, assurance, and advisory services and has been consistently recognized among the top 100 accounting firms in the United States.

Effective January 1, 2026, BPB was acquired by and combined with Baker Tilly, a leading global advisory, tax, and assurance firm. During this transition period, the firm operates as Baker Tilly X Berkowitz Pollack Brant, Advisors + CPAs, reflecting our integration into Baker Tilly’s expansive national and global network, enhanced resources, and broad range of opportunities.

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 world’s 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 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

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Position Overview

The Transaction Advisory Services (TAS) Manager is a key leader within the practice, responsible for managing and executing complex financial due diligence engagements while driving client relationships and developing high-performing teams. This role sits at the intersection of execution and strategy-partnering closely with senior leadership to deliver insightful, high-quality analysis and helping clients navigate critical transaction decisions.

The TAS Manager serves as a trusted advisor to both strategic and private equity clients across buy-side and sell-side engagements, providing financial insights that directly impact deal value, structure, and negotiation.

Key Responsibilities

• Lead and manage financial due diligence engagements, including Quality of Earnings (QoE), working capital analysis, cash flow assessments, and operational reviews for middle-market and large-cap transactions

• Oversee engagement teams in analyzing financial and operational performance through detailed review of accounting records, data analytics, and management discussions

• Identify key transaction risks, earnings adjustments, and deal considerations that may impact valuation, pricing, or structuring

• Deliver clear, concise, and insightful reports and presentations to clients, including senior leadership, private equity sponsors, and C-suite executives

• Act as the primary day-to-day client contact, ensuring a high level of service, responsiveness, and relationship management throughout the engagement lifecycle

• Manage engagement economics, including scope, budgets, timelines, and resource allocation to ensure efficient and profitable delivery

• Supervise, mentor, and develop team members by providing ongoing coaching, technical guidance, and performance feedback

• Collaborate with cross-functional service lines (e.g., tax, audit, valuation, and consulting) to provide integrated, end-to-end transaction solutions

• Support business development initiatives by identifying opportunities within existing client relationships, contributing to proposals, and participating in pitch meetings

• Stay informed of market trends, deal activity, and industry-specific drivers to provide relevant insights and strategic guidance to clients

• Uphold the highest standards of professionalism, confidentiality, and ethical conduct in all client interactions

Technical Expertise

• Strong foundation in financial accounting and transaction advisory, including deep experience with Quality of Earnings and due diligence methodologies

• Advanced knowledge of U.S. GAAP and financial reporting; exposure to IFRS and cross-border transactions is a plus

• Strong financial modeling and analytical capabilities, with the ability to interpret large datasets and translate findings into actionable insights

• Familiarity with deal processes, including purchase agreements, data rooms, and transaction timelines

Qualifications & Skills

• Exceptional written and verbal communication skills, with the ability to present complex financial information to both technical and non-technical stakeholders

• Proven leadership ability with experience managing teams, mentoring staff, and fostering a collaborative team environment

• Strong project management skills, including the ability to manage multiple concurrent engagements in a fast-paced, deadline-driven environment

• High attention to detail and commitment to delivering accurate, high-quality work

• Strong interpersonal skills with the ability to build and maintain relationships across all levels of an organization

• Sound judgment, critical thinking, and problem-solving capabilities

Education

• Bachelor’s degree in accounting, Finance, Business Administration, or a related field required

• Master’s degree (e.g., MAcc or MBA) preferred

Experience

• 5-7 years of progressive experience in Transaction Advisory Services, financial due diligence, public accounting (audit or advisory), investment banking, corporate development, or FP&A

• Demonstrated experience leading engagements and managing client relationships

• Prior experience working directly with senior leadership, including C-suite executives and private equity stakeholders

Certifications

• Certified Public Accountant (CPA) license required

• CFA or relevant investment banking licenses (Series 79, 63, 7) are a plus

Technology & Tools

• Advanced proficiency in Microsoft Excel, including financial modeling and data analysis

• Proficiency in PowerPoint and Word for developing client-ready deliverables

• Experience with data analytics and visualization tools (e.g., Alteryx, Power BI, Tableau) preferred

Preferred Experience

• Experience within a professional services or advisory firm environment

• Strong client-facing experience with corporate executives, private equity firms, and investment professionals

• Established professional network within the M&A, private equity, or investment banking community

If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!