8h ago
Transaction Advisory Services Manager
Dallas, TX
โจ $140k-$190k / yearest.
full-timeleadfinance
๐ Tech Stack
๐ผ About This Role
You'll lead transaction advisory engagements for buy-side and sell-side due diligence, supporting private equity firms and corporate clients. You'll oversee Quality of Earnings analysis and manage project teams. This role offers a chance to work in a dynamic CPA firm environment with growth opportunities.
๐ฏ What You'll Do
- Lead buy-side and sell-side financial due diligence engagements
- Oversee Quality of Earnings, working capital, and cash flow analyses
- Manage multiple concurrent engagements and project teams
- Serve as primary client contact and manage relationships
๐ Requirements
- CPA designation required
- 7+ years in audit or transaction advisory services
- 3+ years of direct experience in financial due diligence
- Bachelor's degree in Accounting or Finance
โจ Nice to Have
- Experience with private equity clients
- Advanced Excel and PowerPoint skills
- Experience with AI and data automation tools
๐ Benefits & Perks
- ๐ผ Professional development opportunities
- ๐ค Collaborative team environment
- ๐ Career growth potential
- ๐ข Leading CPA firm reputation
๐จ Hiring Process
Estimated timeline: 2-4 weeks ยท AI estimate
- 1Recruiter phone screenยท 30 min
- 2Hiring manager interviewยท 45 min
- 3Client case study or panel interviewยท 60 min
- 4Offerยท N/A
๐ฉ Heads Up
- No visa sponsorship
- Mentions 7+ years experience but also 3+ years direct due diligence (could be mismatched)
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