Manager, Transaction Advisory Services (TAS)

Overview

This role supports a regional accounting firm in Pennsylvania with a fast-growing boutique Transaction Advisory Services practice. Work includes buy-side and sell-side M&A advisory services such as financial due diligence (Quality of Earnings), net working capital analysis, pre-transaction preparation engagements, purchase agreement consulting, and post-acquisition assistance.

Responsibilities

• Manage and prioritize team responsibilities; proactively consult with the Director and Partner
• Provide guidance, allocate work to associates, and support on-the-job feedback
• Manage multiple projects of varying size and complexity
• Lead Quality of Earnings (QoE) calls with clients/targets
• Research GAAP treatment and apply accounting adjustments within the QoE
• Oversee planning, execution, and technical review of QoE engagements end-to-end
• Complete a full manager review prior to Director review
• Communicate regularly with clients regarding engagement matters (status updates, request lists, etc.)
• Manage day-to-day client interaction and relationships effectively

Requirements

• Bachelor’s Degree in accounting or finance
• CPA designation required
• 6+ years of total experience in public accounting, with 3+ years of specific experience in TAS
• Must have provided meaningful contribution on 100+ QoE engagements
• Deep proficiency in US GAAP
• Ability to manage multiple tasks and meet unpredictable deadlines
• Experience delegating work to junior associates, providing on-the-job feedback, and reviewing their work
• Strong Excel skills and ability to work with large data sets, including common formulas and tools such as vlookup, sumif, index-match, and pivot tables
• Proficiency in PowerPoint
• Ability to own an engagement from start to finish, with willingness to flex between direct execution and manager-level review during high deal flow
• Comfortable navigating inconsistent accounting records and identifying material issues common on lower middle market deals
• High attention to detail

Location

Pennsylvania