Transaction Advisory Services; TAS Manager

About PKF O’Connor Davies

PKF O’Connor Davies is a top-ranked accounting, tax, and advisory firm with offices across the U.S. and internationally through our PKF global network. For over a century, we have built our reputation on deep industry expertise, a personalized approach, and a commitment to delivering real value to our clients. Our mission is to provide exceptional service while fostering long-term relationships built on trust and integrity.

We serve a diverse client base across industries and sectors, helping organizations and individuals navigate complex challenges with confidence. At PKF O’Connor Davies, culture is at the heart of who we are. We believe our team members are our greatest asset, and we invest in their growth and success through mentorship, professional development, and continuous learning opportunities. Our goal is to foster a collaborative environment where diverse perspectives are valued, innovation is encouraged, and team members can make an impact.

We are also committed to supporting work–life balance, offering flexibility and resources to help our team members grow their careers while maintaining fulfilling personal lives. If you are looking for a career where you can grow, contribute, and be part of a firm that values both excellence and community, PKF O’Connor Davies is the place for you!

We are seeking a Manager to join our growing Transaction Advisory Services (TAS) practice. The TAS Manager is responsible for leading and managing financial due diligence engagements related to mergers, acquisitions, divestitures, and other transaction-driven events. This role requires deep technical accounting expertise, strong project and client management skills, and the ability to mentor and develop team members while delivering high-quality, client-ready results.

The Manager serves as a primary client contact, works closely with Partners on engagement strategy and business development, and plays a key role in the continued growth of the Transaction Advisory practice.

• Lead buy-side and sell-side financial due diligence engagements from planning through delivery
• Oversee and review Quality of Earnings (QoE), Net Working Capital, Cash Flow, and Debt-like Items analyses
• Evaluate complex accounting issues and transaction considerations under U.S. GAAP
• Manage engagement scope, timelines, budgets, and staffing
• Review and finalize client deliverables, including diligence reports and presentations

• Serve as the primary point of contact for clients, private equity professionals, and other stakeholders
• Present findings to clients, investors, and deal teams
• Coordinate with investment bankers, legal counsel, tax advisors, and internal audit and advisory teams
• Identify and communicate key deal risks, trends, and opportunities

• Manage, mentor, and develop Supervisors, Senior Associates, and Associates
• Provide performance feedback, coaching, and career guidance
• Support engagement staffing, training, and resource planning
• Promote quality, consistency, and best practices across engagements

• Assist Partners with proposal development, scoping, and business development efforts
• Contribute to practice growth initiatives and thought leadership
• Participate in recruiting, onboarding, and training efforts
• Stay current on transaction trends, accounting standards, and market developments

• Bachelor's degree in Accounting, Business or Finance from an accredited college/university required
• MBA, CFA or other advanced credentials a plus
• Active CPA license required
• 7+ years of experience in transaction advisory, audit, or related financial advisory services
• Experience in a CPA firm or professional services environment
• Strong knowledge of U.S. GAAP and financial statement analysis
• Significant experience leading financial due diligence engagements
• Proficient with MS Office Suite and data analytics tools
• Strong communication, leadership, and client-management skills
• Ability to balance multiple engagements and deadlines
• Demonstrates strong initiative and the ability to adapt to new challenges and concepts
• I…