Accounting Manager - M&A

SMG Accountants, Bookkeepers and Advisors • Islandia, NY

11h • Onsite

About The Position

SMG ABA LLC is seeking an exceptionally organized, communicative, and deadline-driven Accounting Manager – M&A to serve as a strategic right hand to our Managing Partners. This onsite role will bridge the gap between high-level executive administration and technical financial oversight during intense Mergers & Acquisitions (M&A) cycles. The Accounting Manager will act as the operational anchor, managing due diligence, reviewing target company financials, mapping post-merger integrations, and executing administrative tasks to ensure deals move forward smoothly. The role involves supporting M&A transactions, managing due diligence, reviewing financial statements of target companies, acting as a liaison between external parties and internal teams, designing integration checklists for acquired entities, advising on GAAP and tax structures, assisting with Quality of Earnings reports, ensuring alignment between external deal structures and internal policies, managing transaction timelines, summarizing and drafting correspondence, and handling operational and administrative tasks to support Managing Partners during active deal flows.

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
• Coordinate, organize, and maintain virtual data rooms (VDRs) for buy-side and sell-side transactions.
• Analyze financial statements, trial balances, and tax returns of target companies to flag discrepancies or structural risks for the Managing Partners.
• Act as the primary, hyper-communicative liaison between external legal teams, investment bankers, CPAs, and target company executives.
• Design and execute detailed checklists to integrate the accounting systems, payroll platforms, and financial reporting workflows of newly acquired entities.
• Apply a deep understanding of GAAP, IRC tax structures (Asset vs. Stock deals), and revenue recognition principles to evaluate deal models.
• Assist partners in reviewing or compiling QofE reports, identifying add-backs, and evaluating normalized EBITDA.
• Ensure external deal structures align seamlessly with internal corporate accounting policies and general ledger setups.
• Build, monitor, and assertively manage transaction timelines, ensuring managing partners never miss a critical filing, signing, or escrow deadline.
• Filter, summarize, and draft high-level correspondence, pitch decks, and transaction memos for internal and external stakeholders.
• Tackle any operational, logistical, or administrative task necessary to free up the Managing Partners' bandwidth during active deal flows.

Benefits

• Almost 100% employer-paid Medical Insurance premium for team members
• Dental and vision insurance coverage
• 401(k) retirement plan with employer matching
• Additional ancillary insurance options
• Paid time off, allowing you to recharge and maintain work-life balance
• Employee volunteer program, offering additional time off for community involvement
• Mentor program to support your professional development and growth
• On-site paid continuing education opportunities to enhance your skills
• Engaging team-building events and outings to foster a positive work environment

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level