Transaction Advisory Services (TAS) Manager

PKF O'Connor Davies•Wethersfield, CT

About The Position

PKF O’Connor Davies is a top-ranked accounting, tax, and advisory firm with offices across the U.S. and internationally through our PKF global network. For over a century, we have built our reputation on deep industry expertise, a personalized approach, and a commitment to delivering real value to our clients. Our mission is to provide exceptional service while fostering long-term relationships built on trust and integrity. We serve a diverse client base across industries and sectors, helping organizations and individuals navigate complex challenges with confidence. At PKF O’Connor Davies, culture is at the heart of who we are. We believe our team members are our greatest asset, and we invest in their growth and success through mentorship, professional development, and continuous learning opportunities. Our goal is to foster a collaborative environment where diverse perspectives are valued, innovation is encouraged, and team members can make an impact. We are also committed to supporting work–life balance, offering flexibility and resources to help our team members grow their careers while maintaining fulfilling personal lives. If you are looking for a career where you can grow, contribute, and be part of a firm that values both excellence and community, PKF O’Connor Davies is the place for you! We are seeking a Manager to join our growing Transaction Advisory Services (TAS) practice. The TAS Manager is responsible for leading and managing financial due diligence engagements related to mergers, acquisitions, divestitures, and other transaction-driven events. This role requires deep technical accounting expertise, strong project and client management skills, and the ability to mentor and develop team members while delivering high-quality, client-ready results. The Manager serves as a primary client contact, works closely with Partners on engagement strategy and business development, and plays a key role in the continued growth of the Transaction Advisory practice.

Requirements

Bachelor's degree in Accounting, Business or Finance from an accredited college/university required
Active CPA license required
7+ years of experience in transaction advisory, audit, or related financial advisory services
Experience in a CPA firm or professional services environment
Strong knowledge of U.S. GAAP and financial statement analysis
Significant experience leading financial due diligence engagements
Proficient with MS Office Suite and data analytics tools
Strong communication, leadership, and client-management skills
Ability to balance multiple engagements and deadlines
Demonstrates strong initiative and the ability to adapt to new challenges and concepts
Interest in long-term growth within Transaction Advisory Services
This role requires flexibility to travel when business needs arise

Nice To Haves

MBA, CFA or other advanced credentials a plus

Responsibilities

Lead buy-side and sell-side financial due diligence engagements from planning through delivery
Oversee and review Quality of Earnings (QoE), Net Working Capital, Cash Flow, and Debt-like Items analyses
Evaluate complex accounting issues and transaction considerations under U.S. GAAP
Manage engagement scope, timelines, budgets, and staffing
Review and finalize client deliverables, including diligence reports and presentations
Serve as the primary point of contact for clients, private equity professionals, and other stakeholders
Present findings to clients, investors, and deal teams
Coordinate with investment bankers, legal counsel, tax advisors, and internal audit and advisory teams
Identify and communicate key deal risks, trends, and opportunities
Manage, mentor, and develop Supervisors, Senior Associates, and Associates
Provide performance feedback, coaching, and career guidance
Support engagement staffing, training, and resource planning
Promote quality, consistency, and best practices across engagements
Assist Partners with proposal development, scoping, and business development efforts
Contribute to practice growth initiatives and thought leadership
Participate in recruiting, onboarding, and training efforts
Stay current on transaction trends, accounting standards, and market developments