Accounting Manager - M&A

SMG Accountants, Bookkeepers and Advisors • Town of Islip, NY

1d • $110,000 - $130,000 • Onsite

About The Position

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. As an Accounting Manager at SMG ABA, you will act as the operational anchor-managing due diligence, reviewing target company financials, mapping post-merger integrations, and executing any administrative tasks required 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). No actual tax return preparation or filing is required for this role.
• 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.

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

• 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: Manager