Manager, Transaction Advisory Services (TAS)

Trout CPA•Radnor, PA

About The Position

Trout CPA is a regional accounting firm in Pennsylvania with a fast-growing, boutique Transaction Advisory Services practice. The practice provides corporate and private equity clients with buy-side and sell-side M&A advisory services, including financial due diligence (Quality of Earnings), net working capital analysis, pre-transaction preparation engagements, purchase agreement consulting, and post-acquisition assistance. The Manager oversees Quality of Earnings engagements from planning through execution and technical review, manages client relationships and engagement communications, and guides associates by allocating and reviewing work. The role manages multiple projects of varying size and complexity and may shift between direct execution and manager-level review during periods of high deal flow.

Requirements

Bachelor’s degree in accounting or finance.
CPA designation required.
At least 6 years of total experience in public accounting, including at least 3 years of specific Transaction Advisory Services experience.
Meaningful contribution to more than 100 Quality of Earnings engagements.
Deep proficiency in US GAAP.
Ability to manage multiple tasks and meet unpredictable deadlines.
Experience delegating work to junior associates, providing on-the-job feedback, and reviewing their work.
Strong Excel skills and ability to work with large data sets, including common formulas and tools such as VLOOKUP, SUMIF, INDEX-MATCH, and pivot tables.
Proficiency in PowerPoint.
Comfort navigating inconsistent accounting records and identifying material issues common in lower middle market deals.
High attention to detail.

Responsibilities

Manage and prioritize team responsibilities and proactively consult with the Director and Partner.
Provide guidance to associates and allocate work.
Manage multiple projects of varying size and complexity.
Lead Quality of Earnings calls with clients and targets.
Research GAAP treatment and application to present accounting adjustments in the Quality of Earnings.
Oversee the planning, execution, and technical review of Quality of Earnings engagements from end to end.
Perform a full manager review before Director review.
Communicate regularly with clients regarding engagement matters, including status updates and request lists.
Manage day-to-day client interaction and relationships.
Delegate work to junior associates, provide on-the-job feedback, and review their work.
Own engagements from start to finish, flexing between direct execution and manager-level review as needed.