M&A Integration Manager

Working closely with Corporate Development, Executive Leadership, Finance, HR, IT, Operations, Marketing, Practice Leadership, and external partners, the M&A Integration Manager drives integration planning, governance, execution, and continuous improvement while minimizing disruption to clients and team members. 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.

Overview

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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Job Description:


The M&A Integration Manager is responsible for planning, coordinating, and executing the successful integration of acquired CPA and professional services firms. This role serves as the central project leader from Letter of Intent (LOI) through post-close integration, ensuring acquired firms are successfully transitioned into the organization's people, processes, technology, and culture.

Working closely with Corporate Development, Executive Leadership, Finance, HR, IT, Operations, Marketing, Practice Leadership, and external partners, the M&A Integration Manager drives integration planning, governance, execution, and continuous improvement while minimizing disruption to clients and team members.

The ideal candidate is an exceptional project manager who thrives in a fast-paced, acquisition-driven environment and can influence stakeholders across multiple functions without direct authority.

Responsibilities:

Integration Leadership

Lead end-to-end post-merger integration activities across multiple concurrent acquisitions, developing and managing detailed integration workplans, milestones, deliverables, dependencies, and timelines. Coordinate integration activities from pre-close planning through operational stabilization. Support transition from due diligence to post-close execution, ensuring consistent execution of the firm's Integration Playbook. Duties include:

Project Management

• Facilitate recurring integration meetings and executive steering committees.
• Monitor project health, timelines, risks, and dependencies.
• Maintain project dashboards and executive reporting.
• Escalate critical issues with recommended solutions.
• Manage multiple acquisitions simultaneously.
• Ensure accountability for deliverables while proactively identifying risks and removing roadblocks.

Change Management

• Support acquired firm leaders throughout the integration journey.
• Promote effective communication and organizational change.
• Assist with onboarding and orientation activities.
• Help preserve client relationships while integrating operational processes.
• Foster adoption of firm standards, systems, and best practices.

Stakeholder Communication

Serve as the primary integration contact for acquired firms.

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