Manager Transaction Advisory Services

Berkowitz Pollack Brant Advisors + CPAs • New York, NY

1d

About The Position

The Transaction Advisory Services (TAS) Manager is a key leader within the practice, responsible for managing and executing complex financial due diligence engagements while driving client relationships and developing high-performing teams. This role sits at the intersection of execution and strategy—partnering closely with senior leadership to deliver insightful, high-quality analysis and helping clients navigate critical transaction decisions. The TAS Manager serves as a trusted advisor to both strategic and private equity clients across buy-side and sell-side engagements, providing financial insights that directly impact deal value, structure, and negotiation.

Requirements

• Strong foundation in financial accounting and transaction advisory, including deep experience with Quality of Earnings and due diligence methodologies
• Advanced knowledge of U.S. GAAP and financial reporting; exposure to IFRS and cross-border transactions is a plus
• Strong financial modeling and analytical capabilities, with the ability to interpret large datasets and translate findings into actionable insights
• Familiarity with deal processes, including purchase agreements, data rooms, and transaction timelines
• Exceptional written and verbal communication skills, with the ability to present complex financial information to both technical and non-technical stakeholders
• Proven leadership ability with experience managing teams, mentoring staff, and fostering a collaborative team environment
• Strong project management skills, including the ability to manage multiple concurrent engagements in a fast-paced, deadline-driven environment
• High attention to detail and commitment to delivering accurate, high-quality work
• Strong interpersonal skills with the ability to build and maintain relationships across all levels of an organization
• Sound judgment, critical thinking, and problem-solving capabilities
• Bachelor’s degree in accounting, Finance, Business Administration, or a related field required
• 5–7 years of progressive experience in Transaction Advisory Services, financial due diligence, public accounting (audit or advisory), investment banking, corporate development, or FP&A
• Demonstrated experience leading engagements and managing client relationships
• Prior experience working directly with senior leadership, including C-suite executives and private equity stakeholders
• Certified Public Accountant (CPA) license required
• Advanced proficiency in Microsoft Excel, including financial modeling and data analysis
• Proficiency in PowerPoint and Word for developing client-ready deliverables

Nice To Haves

• Master’s degree (e.g., MAcc or MBA) preferred
• Exposure to IFRS and cross-border transactions is a plus
• CFA or relevant investment banking licenses (Series 79, 63, 7) are a plus
• Experience with data analytics and visualization tools (e.g., Alteryx, Power BI, Tableau) preferred
• Experience within a professional services or advisory firm environment
• Strong client-facing experience with corporate executives, private equity firms, and investment professionals
• Established professional network within the M&A, private equity, or investment banking community

Responsibilities

• Lead and manage financial due diligence engagements, including Quality of Earnings (QoE), working capital analysis, cash flow assessments, and operational reviews for middle-market and large-cap transactions
• Oversee engagement teams in analyzing financial and operational performance through detailed review of accounting records, data analytics, and management discussions
• Identify key transaction risks, earnings adjustments, and deal considerations that may impact valuation, pricing, or structuring
• Deliver clear, concise, and insightful reports and presentations to clients, including senior leadership, private equity sponsors, and C-suite executives
• Act as the primary day-to-day client contact, ensuring a high level of service, responsiveness, and relationship management throughout the engagement lifecycle
• Manage engagement economics, including scope, budgets, timelines, and resource allocation to ensure efficient and profitable delivery
• Supervise, mentor, and develop team members by providing ongoing coaching, technical guidance, and performance feedback
• Collaborate with cross-functional service lines (e.g., tax, audit, valuation, and consulting) to provide integrated, end-to-end transaction solutions
• Support business development initiatives by identifying opportunities within existing client relationships, contributing to proposals, and participating in pitch meetings
• Stay informed of market trends, deal activity, and industry-specific drivers to provide relevant insights and strategic guidance to clients
• Uphold the highest standards of professionalism, confidentiality, and ethical conduct in all client interactions

Benefits

• Opportunities for growth and leadership for all
• Employee-centric workplace focused on integrity, mutual respect, ongoing training, and community service

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Number of Employees: 101-250 employees