8h ago

Transaction Advisory Services Manager

Dallas, TX

โœจ $140k-$190k / yearest.

full-timeleadfinance

๐Ÿ›  Tech Stack

๐Ÿ’ผ 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.

๐ŸŽฏ 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

๐Ÿ“‹ 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

โœจ Nice to Have

  • Experience with private equity clients
  • Advanced Excel and PowerPoint skills
  • Experience with AI and data automation tools

๐ŸŽ Benefits & Perks

  • ๐Ÿ’ผ Professional development opportunities
  • ๐Ÿค Collaborative team environment
  • ๐Ÿ“ˆ Career growth potential
  • ๐Ÿข Leading CPA firm reputation

๐Ÿ“จ Hiring Process

Estimated timeline: 2-4 weeks ยท AI estimate

  1. 1Recruiter phone screenยท 30 min
  2. 2Hiring manager interviewยท 45 min
  3. 3Client case study or panel interviewยท 60 min
  4. 4Offerยท N/A

๐Ÿšฉ Heads Up

  • No visa sponsorship
  • Mentions 7+ years experience but also 3+ years direct due diligence (could be mismatched)
0 0 0