Manager Transaction Advisory Services
Listed on 2026-02-12
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Finance & Banking
Financial Manager, Corporate Finance
Public Accounting Recruiter | Premier Financial Search | Empath | Dog Mom | Yoga Fanatic
We are seeking an experienced and driven Transaction Advisory Services (TAS) Manager to join a growing due diligence practice within a collaborative, people-first public accounting environment. This role is ideal for a TAS professional who enjoys leading engagements end-to-end, mentoring teams, and delivering high-impact analysis to clients. The ideal candidate brings strong QoE/FDD experience, confidence in client leadership, and a practical, solutions-oriented mindset.
Responsibilities- Lead buy-side and sell-side financial due diligence, including Quality of Earnings (QoE).
- Manage engagements end-to-end: scoping, execution, review, and final deliverables.
- Serve as the primary client contact and manage project timelines and expectations.
- Review analyses/work papers and ensure high-quality, consistent outputs.
- Train, mentor, and supervise staff and seniors; provide clear coaching and development.
- Collaborate with leadership on practice initiatives and business growth efforts.
- Travel locally to client sites and firm offices as needed (daily vehicle access required).
- Bachelor’s degree in Accounting or Finance.
- Active CPA license required.
- 6–10 years of experience in Transaction Advisory / Financial Due Diligence.
- 5+ years of TAS experience required (QoE, FDD, buy-side/sell-side).
- Proven experience leading engagements and supervising teams.
Please send your resume in Word format to:
Let’s Connect & Explore Your OptionsWe are actively hiring across a range of CPA and advisory roles. If you have a background in public accounting or transaction advisory but this role isn’t the perfect match, let’s connect. Send your resume and we’ll help you explore opportunities aligned with your goals.
About UsPremier Financial Search specializes in placing Accounting and Finance professionals within CPA and Business Management firms. We partner with national, regional, and local firms, as well as emerging entrepreneurial organizations across California, Illinois, Texas, Georgia, Washington, and beyond—including major markets such as Los Angeles, Chicago, Seattle, Atlanta, Austin, and Dallas.
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