Manager – Financial Due Diligence / Transaction Advisory (M&A)
Quality of Earnings Focus

Position Overview
Our client is seeking an experienced Manager to lead and execute Financial Due Diligence / Transaction Advisory engagements, with a strong emphasis on Quality of Earnings (QoE) and transaction execution.

This role is designed for a proven transaction professional who can own client relationships, lead teams, and drive deal outcomes—not someone looking for a narrow technical role or a bureaucratic management track.

As a Manager, you will serve as a day-to-day engagement leader, guiding associates and senior associates, interacting directly with private equity firms, founders, CFOs, attorneys, and bankers, and delivering clear, decision-useful insights that influence transactions.

This is a hands-on leadership role within a fast-growing, entrepreneurial firm where Managers are expected to think like advisors, not reviewers.

Firm Overview
Their mission is simple: treat clients the way we want to be treated and deliver the highest-quality work product efficiently. We thrive under pressure and turn numbers into narrative™.
Our client is one of the fastest-growing U.S. CPA firms specializing in Buy-side and sell-side M&A financial, tax due diligence, and Transaction accounting services

We serve as trusted advisors to private equity firms, strategic buyers, founders, intermediaries, lenders, and attorneys. They are a family-owned, dynamic firm where individual performance, perspective, and leadership materially influence the firm’s trajectory. We are intentionally building a platform for future partners, not career middle management.

What You’ll Actually Do
This is a true transaction advisory leadership role, with responsibility for execution, judgment, and client trust.

You will:

Lead and manage due diligence engagements from planning through delivery
Oversee and review buy-side and sell-side Quality of Earnings (QoE) analyses
Evaluate and challenge:
EBITDA normalization
Revenue recognition and sustainability
Cost structure and margin drivers
Cash flow, working capital, and debt-like items
Perform and review complex financial analyses, including:
Historical financial statements
Forecasts and projections
KPIs and operational metrics
Industry and company-specific trends
Identify financial, operational, and deal-related risks and help clients understand transaction implications
Prepare and present clear, investor-ready diligence reports
Lead client meetings and presentations, translating complex accounting into actionable insights
Serve as a trusted advisor to clients throughout the transaction lifecycle
Manage, mentor, and develop associates and senior associates
Contribute to business development, including proposals, pitches, and expanding client relationships
Stay current on industry trends, GAAP developments, and best practices in transaction advisory

Who This Role Is For (Must-Haves)
We are highly selective at the Manager level.

You should have:

5+ years of experience in Transaction Advisory / Financial Due Diligence
Experience in a top accounting or advisory firm strongly preferred
Significant experience leading QoE engagements, not just supporting them
Deep understanding of:
- U.S. GAAP
- Transaction-driven financial analysis
- Working capital mechanics and cash flow
CPA license (required)
Advanced Excel skills and comfort reviewing complex models
Strong client-facing communication skills—written and verbal
Demonstrated ability to lead teams, manage deadlines, and exercise judgment
A mindset oriented toward problem-solving, not checklist compliance

Preferred (Nice-to-Haves)

Master’s degree in Accounting or an MBA (with accounting background)
Experience across multiple industries
Prior exposure to private equity-backed transactions
Sell-side diligence experience
- Comfort supporting deal negotiations and structuring discussions
- Business development experience or interest in building a practice

What This Is Not
To be clear:

Not an audit or accounting advisory role
Not a Big 4–style TAS position with excessive internal layers
Not a purely technical or back-office role
Not a place where Managers are shielded from clients

The Ideal Manager Mindset
The successful candidate:

Thinks like an advisor and deal professional, not just an accountant
Enjoys complexity and ambiguity
Is comfortable making judgment calls under pressure
Can balance technical excellence with practicality
Leads by example and invests in team development
Thrives in a fast-paced, unconventional, entrepreneurial environment
Has the ambition to grow into senior leadership or partnership

Why Join them?
Strong Managers often leave large firms because:

Client relationships are controlled by partners
Advancement is slow and political
Their role becomes review-heavy instead of advisory-focused
Innovation and flexibility are limited

Our client is intentionally different.
At this firm, Managers:

Own client relationships and engagement outcomes
Play a visible role in live M&A transactions
Influence firm strategy and growth
Are evaluated on impact and leadership, not tenure
Operate in a culture that values quality, efficiency, and trust
Have a real path to partnership, not a theoretical one

Senior Associate - M&A - 19078