Transaction Services Manager

CroweChicago, IL
21d

About The Position

At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you’re trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being, and nurture your career. Everyone has equitable access to opportunities for career growth and leadership. Over our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That’s why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance our services. Join us at Crowe and embark on a career where you can help shape the future of our industry. Job Description: Transaction Services Manager Are you looking to take the next step in your Transaction Services (TS) career within an environment that offers meaningful client exposure, impactful advisory work, and strong work-life balance? Crowe is seeking a Transaction Services Manager to join our dynamic Transaction Services team within our Strategy & Transaction Advisory practice. This role will lead buy-side and sell-side financial due diligence engagements while developing trusted client relationships and supporting the professional growth of our TS team members. As a TS Manager, you will guide clients investing in or operating across a diverse range of industries—including manufacturing and distribution, technology, construction, restaurant and retail, business services, and food and commodities—while serving as a key contact for both clients and target company personnel.

Requirements

  • Minimum of four (4) years of experience in Assurance (Audit) or Transaction Services within a CPA firm or related environment (manager-level expectation).
  • Strong prior experience working with clients in manufacturing and distribution, technology, construction, restaurant and retail, business services, or food and commodities.
  • Bachelor's degree in Accounting or a related field required.
  • Proven experience leading engagements and supervising team members.
  • Strong communication skills with demonstrated client service experience.
  • Ability to travel up to approximately 10% annually.
  • We expect the candidate to uphold Crowe’s values of Care, Trust, Courage, and Stewardship. These values define who we are. We expect all of our people to act ethically and with integrity at all times.
  • In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.
  • Crowe is not sponsoring for work authorization at this time.

Nice To Haves

  • CPA license strongly preferred.

Responsibilities

  • Lead Due Diligence Engagements Lead buy-side and sell-side financial due diligence engagements across multiple industries. Ensure engagements are completed in full compliance with applicable professional, regulatory, and firm standards.
  • Financial Analysis & Reporting Oversee preparation and review of key financial metrics and analyses, including quality of earnings (EBITDA), net working capital, and other financial results. Conduct and review interviews with client and target company management and synthesize findings into comprehensive reports.
  • Client Relationship Management Serve as the primary point of contact for clients during engagements, providing clear communication and high-quality service delivery. Develop and maintain strong client relationships and deliver tailored transaction advisory solutions that align with business objectives.
  • Team Leadership & Development Supervise, mentor, and develop Transaction Services Senior Associates and Associates. Provide direction on financial analyses, report preparation, and engagement execution to ensure high-quality deliverables.
  • Strategic Advisory Advise clients on transaction-related matters, such as purchase price adjustments, deal restructuring, deal termination, and risk mitigation strategies. Deliver value-added insights to support clients' strategic growth and business objectives.
  • Project Management Manage multiple smaller engagements concurrently, ensuring adherence to project timelines, budgets, and client expectations.
  • Business Development Identify opportunities for add-on work within existing client relationships. Support proposal development and participate in networking activities to enhance Crowe’s market visibility.
  • Quality Assurance & Continuous Improvement Maintain the highest level of quality in all deliverables, including reporting, presentations, and communication. Implement best practices and contribute to process improvements within the Transaction Services practice.
  • Regulatory & Industry Knowledge Stay current on industry trends, regulatory changes, and emerging management concepts to support informed client advisory. Share insights and foster a culture of continuous learning within the team.
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