Senior Manager, Accounting and Financial Advisory Services

Baker Tilly US

Senior Manager leading CFO accounting advisory engagements for Baker Tilly, a leading advisory, tax, and assurance firm. Solving complex finance and accounting problems while driving client growth.

Posted 8/20/2026full-timeChicago • California, Illinois, Massachusetts, New York, Texas • 🇺🇸 United StatesSenior💰 $179,850 - $340,970 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial advisory and audit processes, with a strong focus on client engagement, project management, and team leadership. Proven ability to drive business development initiatives and deliver high-quality services while managing client relationships and expectations.

Highest-signal resume keywords

Certified Public Accountant (CPA)Financial AnalysisProject ManagementClient EngagementTeam Leadership

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AdvisoryAuditQuantitative AnalysisQualitative AnalysisExcelModelingData-Driven InsightsBudgetingScopingEngagement Oversight

Soft Skills

LeadershipCommunicationOrganizational SkillsMentoringTeam Building

Certifications & Qualifications

Certified Public Accountant (CPA)

Industry Keywords

AccountingFinanceBusiness DevelopmentClient SatisfactionEngagement Risk

About the role

Key responsibilities & impact

Provide leadership, communication, project management, and team-building skills to teams solving business problems or improving finance and accounting processes
Collaborate with managers and partners to review work product and participate in client meetings and planning efforts
Work with Financial Advisory Partners and others, as well as independently, to identify and pursue business development initiatives
Win engagement opportunities through scoping and budgeting engagement needs
Lead efforts to achieve client satisfaction through engagement oversight and interaction with client executives and engagement sponsors
Anticipate client needs, questions, and issues
Schedule internal and external deadlines to meet client delivery expectations
Interact at the highest levels of client organizations
Gain exposure to client activities and identify opportunities for applying firm services
Build client interest in services across disciplines and establish client use of a wide range of firm services
Set and achieve profitability, billing, and collection objectives while properly utilizing staff and managing engagement risk
Handle complex and demanding clients
Deliver quality services in routine and complex situations requiring innovation
Understand firm strategy, practice areas, and service offerings; participate in proposals and presentations leading to new engagements
Create opportunities to gain new clients
Maintain relationships with colleagues across offices, service lines, and engagement/project teams
Identify recommendations and additional firm services benefiting clients
Play a major role in implementing technical, industry, and functional programs as a recognized firm expert
Lead by example to positively impact employee morale
Help attract, retain, and develop staff and managers; mentor managers and senior staff
Attain leadership positions in designated business/professional organizations to generate new business opportunities

Requirements

What you’ll need

Eight (8+) years' experience in a large accounting firm in audit, financial advisory or transaction service lines
Five (5)+ years’ of supervisory experience, mentoring and counseling associates
Relevant bachelor’s degree in accounting, finance or related
Certified public accountant (CPA)
High motivation, initiative and positive attitude
Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriately
Intermediate modeling and Excel skills
Experience conducting complex quantitative and qualitative financial analysis
Ability to generate data-driven insights
Ability to work autonomously, meet tight deadlines, and thrive in a fast-paced environment with shifting priorities
Excellent verbal and written communication
Experience presenting analyses to management
Ability to lead and drive initiatives
Ability to work effectively and thrive in a team environment with all levels of client personnel in various industries
Ability to comfortably interact with senior-level client personnel, including supporting executive briefings, board meetings, and investor presentations

Benefits

Comp & perks

Comprehensive compensation and benefits package to eligible employees
Accommodations support for interviewing or onboarding needs