Transaction Advisory Manager

New York, New York • $120,000 - $160,000

About the Company:

Our client, a well-known, growing public accounting firm in New York City, is looking for a Manager. This position requires a high-energy, experienced professional, with strong interpersonal skills, ability to work independently and with a team, along with a strong desire to be willing to take on new challenges and responsibilities.


  • Obtaining and organizing due diligence information requests and data flow
  • Managing the completion of project workbooks and related analysis
  • Reviewing the work of staff
  • Identification of Quality of Earnings adjustments
  • Performance of working capital and debt analysis
  • Identify potential issues and risks that potentially impact the valuation of the target and / or future cash flows
  • Prepare initial drafts of Quality of Earnings and other due diligence reports
  • Interacting with client, target management, other professional advisors to a transaction
  • Managing project budgets and assist with client billings
  • Ensuring compliance with TAS engagement policies and procedures
  • Manage the completion of a project to its conclusion
  • Supervise, train and evaluate staff on engagements
  • Contribute as an instructor and course developer to the TAS training program
  • Achieve solid personal financial results including chargeable hours and net margin
  • Consider participation in industry and professional groups
  • Assist with practice development activities


  • Bachelor’s degree in Accounting, Finance or other relevant discipline
  • 4-7 years of relevant experience in delivering financial advisory, transaction advisory services, or similar services
  • CPA or related certification (CFA, etc.) is desired
  • Client facing experience is required, good responsiveness

Compensation & Benefits:

  • $120,000 – $160,000
  • Top health insurance





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