Transaction Services Manager

Job Description

At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you’re trusted to deliver results and make an impact. We embrace you for who you are, care for your well‑being, and nurture your career. Everyone has equitable access to opportunities for career growth and leadership. Over our 80‑year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups.

That’s why we continuously invest in innovative ideas, such as AI‑enabled insights and technology‑powered solutions, to enhance our services.

Are you looking to take the next step in your Transaction Services (TS) career within an environment that offers meaningful client exposure, impactful advisory work, and strong work‑life balance? Crowe is seeking a Transaction Services Manager to join our dynamic Transaction Services team within our Strategy & Transaction Advisory practice. This role will lead smaller add‑on buy‑side and sell‑side financial due diligence engagements while developing trusted client relationships and supporting the professional growth of our TS team members.

As a TS Manager, you will guide clients investing in or operating across a diverse range of industries—manufacturing and distribution, healthcare, technology, construction, restaurant and retail, business services and food and commodities—while serving as a key contact for both clients and target company personnel.

• Lead smaller add‑on buy‑side and sell‑side financial due diligence engagements across multiple industries.
• Ensure engagements are completed in full compliance with applicable professional, regulatory, and firm standards.

• Serve as the primary point of contact for clients during smaller add‑on engagements, providing clear communication and high‑quality service delivery.
• Develop and maintain strong client relationships and deliver tailored transaction advisory solutions that align with business objectives.
• Supervise, mentor, and develop Transaction Services Senior Associates and Associates.
• Provide direction on financial analyses, report preparation, and engagement execution to ensure high‑quality deliverables.

• Advise clients on transaction‑related matters, such as purchase price adjustments, deal restructuring, deal termination, and risk mitigation strategies.
• Deliver value‑added insights to support clients’ strategic growth and business objectives.

• Oversee preparation and review of key financial metrics and analyses, including quality of earnings (EBITDA), net working capital and other financial results.
• Conduct and review interviews with client and target company management and synthesize findings into comprehensive reports.

• Manage multiple smaller engagements concurrently, ensuring adherence to project timelines, budgets, and client expectations.

• Identify opportunities for add‑on work within existing client relationships.
• Support proposal development and participate in networking activities to enhance Crowe’s market visibility.

• Maintain the highest level of quality in all deliverables, including reporting, presentations, and communication.
• Implement best practices and contribute to process improvements within the Transaction Services practice.

• Stay current on industry trends, regulatory changes, and emerging management concepts to support informed client advisory.
• Share insights and foster a culture of continuous learning within the team.

• Minimum of four (4) years of experience in Assurance (Audit) or Transaction Services within a CPA firm or related environment (manager‑level expectation).
• Strong prior experience working with clients in manufacturing and distribution, healthcare, technology, construction, restaurant and retail, business services or food and commodities.
• Bachelor’s degree in Accounting or a related field required.
• CPA license strongly preferred.
• Proven experience leading…