Full-Time

Experienced Associate

Transaction Advisory

Posted on 3/23/2026

Baker Tilly

Baker Tilly

10,001+ employees

Global advisory, tax, and assurance services.

Compensation Overview

$65.6k - $124.3k/yr

Chicago, IL, USA

In Person

Category
Finance & Banking (1)
Required Skills
Financial analysis
Requirements
  • Bachelor's degree in Accounting
  • CPA designation is required
  • Between one (1) to two (2) years of experience in a professional services firm performing audits and related services, manufacturing and distribution client experience preferred
Responsibilities
  • Interact directly with Partners on matters related to client and engagement management
  • Data gathering, document review and preparation of quality of earnings reports
  • Research and financial analysis of target companies
  • Due diligence for both buy side, sell side, and corporate finance transactions
  • Communication with clients to ensure delivery of exceptional client service
  • Opportunities for career development and to advance within the transaction advisory services group
Desired Qualifications
  • Professional designations or candidacy (CFE, CFA, etc.) and / or an advanced degree and due diligence experience are a plus
  • Language skills a plus

Baker Tilly provides advisory, tax, and assurance services to clients such as construction firms, international corporations, higher education institutions, and real estate developers. It delivers audits, tax planning, and strategic guidance through a global network of 742 offices across 146 territories, with a focus on digital transformation and talent development. The firm differentiates itself by offering customized solutions within a large international footprint and by prioritizing long-term client relationships. Its goal is to help clients improve performance, increase profitability, and reduce costs in a dynamic business environment.

Company Size

10,001+

Company Stage

Debt Financing

Total Funding

$1.5B

Headquarters

Chicago, Illinois

Founded

1931

Simplify Jobs

Simplify's Take

What believers are saying

  • Global revenues hit $6.8 billion in 2025, up 21% with tax services surging 31%.
  • Acquires Berkowitz Pollack Brant, adding $131.8 million revenue and Florida presence.
  • Appoints Ian Halligan as global tax head to drive international strategy.

What critics are saying

  • PCAOB fines Baker Tilly US $500,000 on January 14, 2025, for quality control failures.
  • CMVM irregularities in Portugal halt Anjos & Associados merger by 2027.
  • BDO poaches construction clients using superior digital tax tools in 2027.

What makes Baker Tilly unique

  • Baker Tilly excels in forensic eDiscovery for fraud investigations and litigation.
  • Specializes in third-party risk management with global data analytics screening.
  • Provides tailored advisory for construction, real estate, and higher education clients.

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Benefits

Flexible Work Hours

Professional Development Budget

Wellness Program

Remote Work Options

Paid Vacation

Paid Sick Leave

Paid Holidays

Parental Leave

401(k) Company Match

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Employee Referral Bonus

Employee Discounts

Company Social Events

Gym Membership

Mental Health Support

Fertility Treatment Support

Family Planning Benefits

Adoption Assistance

Childcare Support

Elder Care Support

Pet Insurance

Bereavement Leave

Sabbatical Leave

Commuter Benefits

Meal Benefits

Training Programs

Tuition Reimbursement

Professional Certification Support

Mentorship Program

Relocation Assistance

Performance Bonus

Profit Sharing

Employee Stock Purchase Plan

Health Savings Account/Flexible Spending Account

401(k) Retirement Plan

Stock Options

Company Equity

Company News

Deltek
Apr 28th, 2026
Army MAPS, govcon proposals, and how contractors can compete.

Army MAPS, govcon proposals, and how contractors can compete. April 28, 2026 The U.S. Army's MAPS RFP, one of the largest federal opportunities of 2026, is officially out. It's both a significant opportunity for any government contractor interested in doing business with the Army, as well as an example of how the path to winning federal contract dollars is changing. At Deltek, Deltek help government contractors prepare, qualify, and compete for contract vehicles like MAPS with speed, clarity, and control, ensuring they meet gate criteria, maximize scorecard outcomes, and prove audit-ready execution. Below, Deltek'll share the latest about the Army MAPS contract, and what contractors should keep in mind to compete on vehicles like this in 2026. What is Army MAPS? MAPS is a consolidation of two major Army contracts (the ITES-3S and the RS3 contract vehicles, which are near to expiration) into one large-value contract vehicle. MAPS is divided into five Domains: * Technical * Management and Advisory * Research, Development, Testing and Evaluation (RDT&E) * Emerging IT * Foundational IT MAPS is a requirement for knowledge-based professional services for programs with Command, Control, Communication, Computers, Cyber, Intelligence, Surveillance and Reconnaissance (C5ISR) related mission requirements. It has been delayed several times before the opportunity was released by SAM.gov on April 1. Of course, while the Army MAPS vehicle was released just this month, Deltek's team of expert analysts has been following this opportunity for much longer. The latest on the Army MAPS contract vehicle. Deltek partnered on this now on-demand webinar with Baker Tilly, a leading advisory, tax and assurance firm with a proven track record of serving government contractors nationwide. It's designed to break down the latest gate criteria, project qualifications, scorecards, and evaluation changes related to the Army MAPS contract. A review of the latest on Army MAPS. Make smart, informed pursuit decisions. The webinar shares detailed insights into the logistics and strategic considerations of this major procurement initiative, which include: Structured proposal preparation. GovCons will need to understand proposal volume requirements and critical components including screening questions - where errors could result in immediate disqualification - qualifying projects, and compliance considerations. They should approach proposal preparation with sharp attention to detail to optimize evaluation scores. Scope and domain alignment. MAPS encompasses cybersecurity, engineering, program management, and IT services within a streamlined procurement framework designed to facilitate agile Army acquisitions. This contract vehicle has a compressed submission timeline. Not only that, but proposals must also demonstrate clear alignment with one of five designated domains while complying with unique NAICS code requirements. Anyone interested in this contract should have a clear understanding of their own core capabilities and past performance records to domain-specific criteria. High value and multi-award structure. MAPS is a unique initiative designed to support the Army's digital transformation objectives, requiring tailored approaches distinct from previous procurement efforts. It features an IDIQ structure spanning 10 years with a $50 billion ceiling and substantial multi-award opportunities. Up to 70 awards are expected to be distributed per domain across various business categories, including large, emerging large, small, and commercial vendors. How contractors can compete. MAPS changes how contractors compete. It is not just about their capabilities; it is about proving readiness through gate criteria and a structured scorecard. Winning also depends on choosing the right domain where your capabilities and past performance align to scoring criteria. Most contractors will fail before scoring even begins. With Deltek you'll get help that makes it easier to qualify and compete by aligning your systems, financials, and compliance with MAPS requirements, or the requirements of other government contract types. You can move faster, see where you stand, and submit with confidence, all while knowing your data and processes will hold up under evaluation. Ready to learn more? Discover how its solutions help government contractors win, manage and deliver projects with confidence.

Axios
Mar 30th, 2026
Huntsville Utilities: Cold temps (mostly) drove high power bills.

Huntsville Utilities: Cold temps (mostly) drove high power bills. Huntsville Utilities pointed to low temperatures as the main cause of higher-than-normal winter power bills. Why it matters: Community concerns over high bills spurred City Council into calling in CEO Wes Kelley last week to explain. What they're saying: "All I got was calls, calls, calls," from constituents about power bills, District 1 Council member Michelle Watkins said at the meeting. * Kelley said a quarter of Huntsville Utilities' roughly 235,000 customers contacted HU about their bills. How it works: Temperatures dipped below normal between January and February, a stretch matched closely by a single billing cycle for some customers, Kelley said. * Cold weather also led to burst pipes and water leaks that exacerbated bills, and the expiration of a six-month suspension of penalties led to some customers having to catch up on those on top of normal bills. By the numbers: When temperatures dip below 40 or so, Kelley said, heat pumps become less efficient and begin auxiliary heating, which uses electricity to heat metal coils. * That can cause energy use to spike up to three times the normal rate, he said, leading to higher bills. Zoom in: Tennessee Valley Authority's Fuel Cost Adjustment, which Kelley said accounts for about one-third of customers' monthly bills, is not new, but is newly itemized on the bill. * The amount of that adjustment is set by TVA, he said, and changes based on the cost of fuel like natural gas and the cost of power TVA has to buy from outside providers. * TVA also had a 5.25% base rate increase in 2024. Catch up quick: Huntsville approved a 5.2% rate increase in October 2024, which went into effect in phases last year, with the final 1.2% of the increase taking effect in October 2025. * Residential rates saw a $3 increase in the Residential Availability Charge and a $0.00288 per kWh increase in the residential consumption rate. Context: The conversation also comes as HU is looking to consolidate its governance structure from separate water, gas and electric boards into a single board, and eyeing large-scale infrastructure upgrades. * Huntsville Utilities is also partnering with Athens and Scottsboro in the North Alabama Public Energy District to construct a natural gas pipeline and explore electric generation in the area via natural gas. What we're watching: HU's annual audit is due before its board in April, Kelley said, and the utility has contracted with firm Baker Tilly for a billing audit. * "We've got a lot of outside entities going through our numbers right now," he said. More from Axios: Energy execs say they're trying to address ratepayers' anger

Jornal de Negócios
Mar 21st, 2026
Baker Tilly buys Anjos & Associados to gain 'muscle' in Portugal.

Baker Tilly buys Anjos & Associados to gain 'muscle' in Portugal. The merger should be completed in two years, and at least during 2026, the two companies will continue to operate with their respective brands and structures. Baker Tilly, an auditor and consultancy firm based in London, had already indicated it intended to expand its presence in Portugal, and plans will now move forward with the acquisition of Anjos & Associados - a Porto-based consultancy firm with an annual turnover of about two million euros. In total, Anjos & Associados employs three dozen people and concentrates much of its activity in the north of the country. The integration will be done progressively, and at least during 2026, the two companies will continue to operate with their respective brands and structures. Baker Tilly expects to complete the merger in 2028, the year when Anjos & Associados will cease to exist and begin operating under the banner of the British auditor. Currently, according to the Portuguese consultancy's website, Anjos & Associados has a headquarters in Porto and two branches: one in Santa Maria da Feira and another in Paredes. This integration is part of the strategic plan presented last year by Baker Tilly Iberia, the structure that groups the auditor's businesses in both Spain and Portugal. The company aims to reach the milestone of 100 million euros in revenue by 2028, both through organic growth and acquisitions. To ECO, the managing partner of the British consultancy in Portugal set the goal at 12 million euros. However, Baker Tilly's activity in Portugal has faced some turbulence. Last year, leadership changes occurred, with Paulo André, who had been with the company for a decade, being replaced by João Aranha and Tiago Almeida Veloso, after Expresso reported that the Securities Market Commission (CMVM) detected irregularities in the company. The objective now is to leave behind the turbulent past and focus on expansion. Baker Tilly's strategic plan includes gaining presence in areas of the Iberian Peninsula where the auditor's implementation is weaker, as well as 'gaining' muscle in places where it already operates.

Accountancy Today
Feb 16th, 2026
Baker Tilly International appoints new global head of tax

Baker Tilly International appoints new global head of tax. Halligan succeeds Chris Johnson, who held the position for the past three years Quick Poll What best describes your client or business mix? One click - no sign-up All data is anonymised. Polling helps Accountancy Group better understand the Accountancy Today audience and tailor its editorial. No spam Unsubscribe anytime Want unlimited access? View Plans Baker Tilly International has appointed Ian Halligan as global head of tax, effective immediately. Based in Washington D.C., Halligan will oversee the network's global tax strategy, business development, and knowledge-sharing initiatives across its member firms. Halligan has over 30 years of experience advising on international tax matters for expatriates and high-net-worth individuals. Qualified in both the UK and the US, he began his career in London before moving to Chicago in 2001 and Washington D.C. in 2022. He most recently led international tax services for Baker Tilly in the US. The appointment follows a period of significant growth for the network. Baker Tilly recently reported record global revenues of $6.8bn (£4.98bn) for the year ending 31 December 2025, a 21% year-on-year increase. Tax services was the network's fastest-growing line, with revenues rising by 31%. Halligan succeeds Chris Johnson, who held the position for the past three years. Halligan said: "I'm pleased to be taking on this role at an exciting time for both the Baker Tilly network and the tax profession internationally. Together with our tax teams around the world, I look forward to working with our clients to solve their taxation challenges and opportunities." Francesca Lagerberg, chief executive of Baker Tilly International, added: "I'm delighted to welcome Ian to this role. Having a strong and aligned global tax capability is essential to driving our network's efforts forward. Ian's expertise in international tax combined with his knowledge of the network, means he's well placed to execute our global tax strategy effectively." Published: 4h ago

INSIDE Public Accounting
Dec 15th, 2025
Baker Tilly to Acquire Berkowitz Pollack Brant, Expanding Southeast and East Coast Presence

Baker Tilly to acquire Berkowitz Pollack Brant, expanding Southeast and East Coast presence. Chicago-based IPA Top 100 firm Baker Tilly (FY24 net revenue of 3.36 billion) has announced plans to acquire Miami-based IPA Top 100 firm Berkowitz Pollack Brant Advisors + CPAs (FY24 net revenue of 131.8 million), one of Florida's largest accounting and advisory firms. The planned acquisition will establish Baker Tilly's presence in South Florida while expanding its reach along the East Coast and strengthening specialized offerings for clients. Upon completion of the transaction, Joseph L. Saka, CEO of Berkowitz Pollack Brant, will join Baker Tilly as managing principal - Florida. Founded in 1980 and headquartered in Miami, Berkowitz Pollack Brant has built a national reputation for its real estate tax expertise and work advising high-net-worth individuals and families in the U.S. and abroad. The firm's multilingual team, fluent in nearly a dozen languages, will expand Baker Tilly's ability to serve clients with cross-border needs. "This is the right move at the right moment for our firm," Saka said. "Our clients operate across markets and borders, and they're looking for advisers who can match that reach. Joining Baker Tilly gives us the platform, the talent and the technology to support them in a bigger way while keeping the personal relationships and South Florida roots that define us." Richard A. Berkowitz, founding and executive chairman of Berkowitz Pollack Brant, added, "We are enthusiastic about combining our complementary cultures with the sixth largest firm in America. Our team will have expanded resources to assist our clients in accomplishing firm goals, and we will have enhanced opportunity to recruit outstanding professionals to grow the firm." The planned acquisition strengthens Baker Tilly's Southeast and New York presence and advances the firm's strategy to connect key East Coast markets. Berkowitz Pollack Brant's established offices in Miami and New York City deepen Baker Tilly's regional capabilities and complement firm offerings in tax consulting, assurance, risk, CFO advisory and digital services. "Berkowitz Pollack Brant is a firm clients trust because firm professionals know the market, the community and the work," said Fred Massanova, chief growth officer at Baker Tilly. "Combining that depth of insight with Baker Tilly's national scale creates a level of capability and perspective that is increasingly essential in today's environment." "This combination reflects who we are and where we're headed as a firm," said Jeff Ferro, CEO of Baker Tilly. "Berkowitz Pollack Brant brings exceptional talent, deep regional roots and capabilities that strengthen our ability to serve clients across the East Coast and beyond." The transaction reflects Baker Tilly's long-term growth strategy to expand in priority markets, strengthen specialized capabilities and create opportunities for team members. Allan D. Koltin, CEO of Koltin Consulting Group, who advised both firms on the transaction, said, "Baker Tilly gains a proven leader in South Florida, and Berkowitz Pollack Brant gains a national platform to accelerate growth. Clients ultimately benefit from deeper expertise and expanded capabilities."

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