Transaction Advisory Services Senior Associate/Associate


Baker Tilly Virchow Krause, LLP (Baker Tilly) is a leading advisory, tax and assurance firm whose specialized professionals guide clients through an ever-changing business world, helping them win now and anticipate tomorrow. Headquartered in Chicago, Baker Tilly, and its affiliated entities, have operations in North America, South America, Europe, Asia and Australia. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 145 territories, with 34,700 professionals. The combined worldwide revenue of independent member firms is $3.6 billion. Visit or join the conversation on LinkedIn , Facebook and Twitter .

It's an exciting time to join Baker Tilly!

Baker Tilly Annual Report 2018


  • Perform financial and operational due diligence (as part of a team) for clients who are acquiring businesses
  • Participate in client meetings and site visits while interacting with top-level management, C-level executives, and investors to obtain pertinent information for financial analysis
  • Preparation of pro forma financial models and related pro forma financial analyses to help clients evaluate their acquisition decisions and financing requirements
  • Produce and present strategies verbally, visually, and in writing with PowerPoint, proposals and engagement letters
  • Manages multiple tasks, prioritizing time and communicating potential conflicts to manager and partner
  • Demonstrates flexibility and takes responsibility for getting things done
  • Interact with the other functional areas of the practice including Tax, Audit, and other Consulting groups
  • Use various software tools as designated by the firm
  • Represent the firm in community activities and professional associations


Minimum Requirements
  • Bachelor's degree in Accounting or Finance
  • CPA Eligible
  • 2-3 years' experience in an Audit practice (or Transaction Advisory) within a national public accounting or consulting firm or similar work experience
  • Experience building financial models, deep financial analysis and financial statement audits
  • Proficient in Microsoft Excel (pivot tables, data functions, macro) and Microsoft Office Suite
  • Must be very highly organized and have the ability to meet strict deadlines
  • Comfortable working in an ever-evolving environment
  • Comfortable interacting with C-Suite executives
  • Ability for light travel (typically once per month)

Preferred Qualifications and Competencies
  • Master degree in Accounting or Finance
  • Active CPA license
  • Project Management experience
  • Ability to supervise and lead client engagements
  • Excellent interpersonal and communication (written and verbal) skills to effectively interact with team members and external clients
  • Experience thriving in an ever-evolving environment
  • Ability to apply critical thinking and problem solving skills
  • Work within tight deadlines and take responsibility for getting the job done in a timely manner
  • Self-starter
  • A good balance of strong audit skills and business acumen
  • Desire to train, coach, and mentor
  • Preferred industry experience in one or more of the following privately held businesses:
    • Outsourcing services, Food services, Oil field services
    • Energy, Aerospace, Healthcare, Residential development
    • Retail, Distribution, Manufacturing, Technology

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