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Manager, Transaction Advisory Services

Job in Charlotte, Mecklenburg County, North Carolina, 28202, USA
Listing for: GreerWalker CPAs and Advisors
Full Time position
Listed on 2026-08-05
Job specializations:
  • Accounting
    Financial Analyst, Accounting & Finance
  • Finance & Banking
    Financial Analyst, Accounting & Finance
Job Description & How to Apply Below

Greer Walker Accounting And Advisory Position

Greer Walker is a prominent accounting and advisory firm serving privately owned middle-market companies and their owners. We serve and support the Charlotte and Greenville areas with a personal approach through our client work and through our community service culture.

Greer Walker is committed to helping you achieve your goals by providing you with a healthy work-life balance, continuous professional development, and meaningful work that connects you to your community.

As part of our team, you'll have access to a wide range of learning opportunities through our membership with RSM Alliance. You'll enjoy engaging client work, minimal travel, and exposure to various industries. We will link you with mentors, provide a positive and supportive working environment, and foster lasting professional relationships to help you launch your career and learn to thrive.

Your life fits at Greer Walker.

Job Responsibilities
  • Performs buy-side and sell-side transaction advisory engagements, providing financial and due diligence assistance, and accounting advisory services
  • Document key findings and analysis in written reports
  • Runs in client meetings and site visits while interacting with top-level management to obtain pertinent information for financial analysis
  • Prepares detailed financial analysis to help clients evaluate their acquisition decisions and financing requirements
  • Interacts with the other functional areas of the practice including tax, audit and other consulting practices
  • Assists in preparing proposals and engagement letters
  • Represents the firm in community activities and professional associations
Basic Qualifications
  • Bachelor's degree in accounting
  • CPA certification
  • Minimum of five years experience in an Audit or Transaction Advisory practice within a national or regional public accounting or consulting firm
  • Supervision / Team Leadership experience
  • Ability to direct and manage client engagements
  • Excellent verbal and written communication skills
  • Proficient with Microsoft Excel and Microsoft Power Point
Preferred Qualifications
  • Networking and communicating with C-level executives
  • Strong project management skills
  • Evaluated as exceptional performer in current position
  • Possess a good balance of strong technical accounting knowledge and business acumen
  • Excellent interpersonal and communication skills in order to interact effectively with internal team members and external clients of the firm
  • Ability to be a self-starter and to be confident when interacting with clients and asking questions
  • Able to work within tight deadlines and take responsibility for getting the job done in a timely manner
  • Ability to apply critical thinking and problem-solving skills
Working Conditions
  • Occasional travel for work using a personal vehicle
  • Able to work moderate overtime throughout the year with heavier overtime required during certain business cycles
  • Able to lift boxes, mail, etc. not exceeding 20 lbs.

The duties described above are the general nature and levels of work performed, but are not intended to be a complete comprehensive list of all the duties, activities, and responsibilities required of job incumbents. Job incumbents may be asked to perform other duties as needed and/or required.

This position description is not a contract for employment and Greer Walker LLP reserves the right to revise this description at any time.

EOE

No Agencies Please

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