Transaction Advisory Services Manager
Transaction Advisory Services Manager / Senior Manager
Join a fast-growing, nationally recognized CPA and advisory firm with a strong presence across the U.S. and international markets. This firm delivers strategic, industry-focused advisory services to clients ranging from private equity groups to middle-market and large corporate organizations.
The Transaction Advisory Services (TAS) team supports clients through buy-side and sell-side M&A transactions, providing critical financial insights that inform investment decisions across a variety of industries.
Key Responsibilities
- Lead and manage financial due diligence engagements from planning through delivery
- Analyze financial statements, quality of earnings (QoE), working capital, and key deal metrics
- Serve as a primary client contact, including private equity and executive stakeholders
- Identify financial trends, risks, and opportunities to support transaction decisions
- Manage and mentor junior team members across engagements
- Support business development efforts, including proposals and client relationship building
- Oversee multiple engagements simultaneously, ensuring quality and timeliness
Qualifications
- 5-7+ years of experience in TAS, audit, or corporate finance, with strong M&A exposure
- Demonstrated experience in financial due diligence and QoE analysis
- Strong knowledge of U.S. GAAP and transaction processes
- Advanced Excel and financial modeling skills
- Proven ability to work with senior stakeholders (PE firms, C-suite)
- CPA preferred
Additional Details
- Competitive base salary range (~$110K-$160K) plus performance-based incentives
- Flexible work environment (remote/hybrid)
- Strong culture focused on collaboration, growth, and career progression
- Comprehensive benefits package
Reach out for more information
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