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New York, New York, United States
Hybrid
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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.
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 Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, 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.
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!
