Accounting Manager - M&A

SMG Accountants, Bookkeepers and Advisors•Islandia, NY

4d•Onsite

About The Position

At SMG ABA LLC, we foster a unique team spirit and are guided by core values, establishing ourselves as a seven-time Inc. 5000 company. We are seeking an exceptionally organized, communicative, and deadline-driven Accounting Manager – M&A to serve as a strategic right hand to our Managing Partners. In this onsite role, you will bridge the gap between high-level executive administration and technical financial oversight during intense Mergers & Acquisitions (M&A) cycles. You will act as the operational anchor, managing due diligence, reviewing target company financials, mapping post-merger integrations, and executing administrative tasks to keep deals moving forward smoothly.

Requirements

A Bachelor's degree in Accounting, Finance, or a related field.
5 to 7 years of progressive experience in corporate accounting, transaction advisory, or public accounting (specifically exposed to M&A environments)
Robust, deep understanding of corporate tax principles, transaction structures, and financial accounting (GAAP).
Strong proficiency in QuickBooks, with the ability to train others
Exceptional verbal and written communication skills with the professional presence required to interface directly with C-suite executives and partners.
Detail-oriented and deadline-driven mindset
Strong analytical and problem-solving abilities
Superior client service skills
Goal-oriented, purpose-driven attitude, and results-oriented mindset
Versatility and adaptability to handle various tasks and responsibilities
Elite project management skills; ability to manage multiple fluid deal timelines simultaneously without oversight.
Absolute willingness and ability to temporarily relocate and work onsite at acquired offices for consecutive 4-month intervals

Nice To Haves

A CPA, CMA, or active progress toward one is highly preferred.
No actual tax return preparation or filing is required for this role.

Responsibilities

Managing and overseeing the accounting department's daily operations and providing guidance to staff regarding the financial upkeep of client records
Supervising the accounting staff responsible for financial reporting on a weekly, monthly, and quarterly basis, payroll processing, budget preparation, and reviewing deliverables before submitting them to clients
Reviewing year-end client financial records to finalize financials and facilitate the preparation of related tax returns
Conducting training sessions to develop the skills and knowledge of the accounting staff
Ensuring all major deadlines, such as weekly/monthly reporting, sales tax obligations, and other client deliverables, are consistently met
Establishing and enforcing proper accounting methods, policies, and principles
Evaluating, improving, and implementing systems and procedures to enhance accuracy and efficiency
Managing staff assignments and coverage to ensure smooth workflow
Facilitating communication between daily staff interactions and the partners
Coordinating training programs for new staff members and identifying training needs for the current team
Participate in SMG ABA recruiting, team-building, and other firm events/efforts
M&A Transaction Support & Execution
Due Diligence Management: Coordinate, organize, and maintain virtual data rooms (VDRs) for buy-side and sell-side transactions.
Financial Review: Analyze financial statements, trial balances, and tax returns of target companies to flag discrepancies or structural risks for the Managing Partners.
Technical Interface: Act as the primary, hyper-communicative liaison between external legal teams, investment bankers, CPAs, and target company executives.
Post-Merger Integration: Design and execute detailed checklists to integrate the accounting systems, payroll platforms, and financial reporting workflows of newly acquired entities.
Accounting & Tax Advisory Strategic Review: Apply a deep understanding of GAAP, IRC tax structures (Asset vs. Stock deals), and revenue recognition principles to evaluate deal models.
Quality of Earnings (QofE): Assist partners in reviewing or compiling QofE reports, identifying add-backs, and evaluating normalized EBITDA.
Internal Alignment: Ensure external deal structures align seamlessly with internal corporate accounting policies and general ledger setups.
Executive Administration & Project Management
Deadline Enforcement: Build, monitor, and assertively manage transaction timelines, ensuring managing partners never miss a critical filing, signing, or escrow deadline.
Communication Management: Filter, summarize, and draft high-level correspondence, pitch decks, and transaction memos for internal and external stakeholders.
Dynamic Support: Tackle any operational, logistical, or administrative task necessary to free up the Managing Partners' bandwidth during active deal flows.

Benefits

Near-100% Employer-Paid Medical Premiums: Outstanding medical insurance coverage for team members with dental and vision options.
401(k) Retirement Plan: Future-focused retirement savings plan featuring direct employer matching.
Ancillary Insurance Options: Flexible additional coverage choices tailored to your personal needs.
Immediate PTO Accrual: Paid time off hours begin building from day one, allowing you to recharge and maintain work-life balance.
8 Company-Paid Holidays: Designated paid time off to celebrate major holidays throughout the year.
Summer Hours Program: Enjoy half-day Fridays during the summer months to offset the long hours worked during tax season.
Tax Season Meals: Enjoy complimentary, company-paid meals provided directly to the team during the busy tax season.
Summer Lunch-and-Learns: Company-paid educational lunch sessions designed to collaborate and identify operational areas of improvement.
Onsite Continuing Education: Paid professional training opportunities funded entirely by the firm to enhance your technical skills.
Casual Dress Code: Come as you are! We embrace a relaxed workplace dress code-just ensure your attire remains appropriate for an office setting.
Structured Mentor Program: Direct pairing with experienced leaders to support your long-term professional development and growth.
Employee Volunteer Program: Earn additional paid time off specifically for community involvement and service.
Engaging Team-Building Events: Regular firm-sponsored outings and collaborative social events to foster a positive work environment.