Transaction Advisory Services (TAS) Manager

Clark Nuber PS•Bellevue, WA

2d•Hybrid

About The Position

The Transaction Advisory Services Manager advises clients throughout the M&A lifecycle, from initial planning through post-sale wealth strategy, and helps develop a growing advisory practice. The role serves as a controller-level advisor to a portfolio of clients, overseeing financial reporting, close processes, forecasting, cash flow analysis, internal controls, and other financial deliverables. It converts financial data into insights and recommendations, manages multiple engagements, and leads professionals supporting client work. The manager collaborates with external deal team members and internal tax, audit, and client advisory teams, applying GAAP knowledge, financial analysis, project management, and judgment to help clients make business decisions. This is a local hybrid role requiring at least three days per week in the Bellevue, Washington office. The position manages transaction-related engagements and teams, client relationships, engagement economics, and practice-development efforts. Candidates must pass a background check that includes a credit check to remain eligible for the position.

Requirements

Minimum of 5 years of progressive accounting or controllership experience, including full-spectrum experience and hands-on management of a variety of projects.
Must pass a background check that includes a credit check to remain eligible for the position.
Bachelor’s degree in accounting, finance, or a related field preferred, including completion of the fifth-year requirement, or a combination of education and directly related work experience.
Active CPA certification preferred.

Nice To Haves

Bachelor’s degree in accounting, finance, or a related field, including completion of the fifth-year requirement.
Active CPA certification.

Responsibilities

Lead and manage transaction-related engagements, including buy-side and sell-side financial due diligence, quality of earnings analyses, net working capital and net debt analyses, carve-out and divestiture support, and post-close integration.
Apply US GAAP and, where relevant, IFRS to evaluate target financials, identify accounting policy differences, and assess the quality and sustainability of reported earnings.
Tailor diligence scope and procedures to deal size, complexity, timeline, and client objectives, exercising judgment across industries and deal structures.
Direct quality of earnings workstreams, including EBITDA and adjusted EBITDA bridges, proof of cash, revenue and margin analyses, and normalization adjustments; review and approve diligence reports, databooks, and management presentations before client delivery.
Analyze net working capital, net debt and debt-like items, and cash flow conversion to support purchase price negotiations, peg mechanisms, and SPA/APA terms; review closing statements and purchase price adjustments.
Evaluate historical results, trends, budgets, and forecasts for target companies, including the reasonableness of projections and synergy cases, to inform valuation, deal structuring, and investment decisions.
Identify deal risks and value drivers, including accounting, tax, and compliance exposures, internal control weaknesses, and off-balance-sheet liabilities; communicate findings and recommendations to deal teams, investment committees, and senior stakeholders.
Support integration and separation planning, including Day 1 readiness, opening balance sheet and purchase accounting considerations, and financial close and reporting process design.
Manage engagement economics and workplans, including scoping, staffing, budgets, and timelines; coach and develop senior associates and staff; build client relationships; and support proposals, credentials, and pitch meetings.
Serve as liaison with external deal team members and keep internal and external stakeholders informed about status, expectations, and deadlines.
Oversee engagement discovery, planning, staffing, budgets, timelines, and deliverables across multiple concurrent clients.
Lead remote and hybrid teams through coaching, feedback, workload review, and performance evaluations.
Lead new-client onboarding, support system implementation, and continuously improve financial processes and operational efficiency.
Manage engagement billings and scope alignment, identify cross-selling and advisory opportunities, and contribute to proposals and practice development.
Perform other duties as assigned by the Shareholder in-charge of CAS to support department needs.