Transaction Advisory Services; TAS Manager

Role Overview

The Manager, Transaction Advisory Services (TAS) 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.

• Engagement Leadership & Execution
• 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

• Client & Stakeholder Management
• 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

• Team Leadership & Development
• 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

• Practice Development & Firm Initiatives
• 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
• Interest in long-term growth within Transaction Advisory Services
• This role requires flexibility to travel when business needs arise

The compensation for this position ranges from $120,000 - $160,000. Compensation will be dependent upon the specific role, office location as well as the individual’s qualifications, experience, skills, and certifications.

• Medical, Dental, and Vision plans
• Basic Life, AD&D, and Voluntary Life Insurance
• 401(k) plan and Profit-Sharing program
• Flexible Spending & Health Saving accounts
• Employee Assistance, Wellness, and Work-life programs
• Commuter & Parking benefits programs
• Inclusive Parental Leave Benefits
• Generous Paid Time Off (PTO)
• Paid Firm Holidays
• Community & Volunteering programs
• Recognition & Rewards programs
• Training & Certification programs
• Discretionary Performance Bonus

* Eligibility for benefits is determined based on position, hours worked, and other criteria. Specific details will be provided during the hiring process.

Applicants must be currently authorized to work in the United States on a full-time basis. We are unable to provide visa sponsorship now or in the future.

PKFOD is an equal opportunity employer. The Firm is committed to providing equal employment opportunity to all persons in connection with hiring, assignment, promotion, compensation or other conditions of the employment relationship regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, philosophy/religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation or belief, or any other status protected by federal, state or local law.

To all staffing agencies: PKF O Connor Davies, LLC ("PKFOD")
will not be utilizing agencies to staff this position. Please do not forward resumes to PKFOD partners and/or employees at any of our locations regarding this position. Any recruiter who would like to partner with PKFOD on other positions must have an updated contractual agreement with PKFOD through the Director of Talent Acquisition.