Manager, Transaction Advisory Services (TAS)

Description

Trout CPA is a regional accounting firm in Pennsylvania with a fast-growing, boutique Transaction Advisory Services practice providing corporate and private equity clients with buy-side and sell-side M&A advisory services. These services include financial due diligence (Quality of Earnings), net working capital analysis, pre-transaction preparation engagements, purchase agreement consulting, and post-acquisition assistance.

The successful candidate will:

• Manage and prioritize team responsibilities and proactively consult with Director and Partner
• Provide guidance and allocate work to associates
• Manage multiple projects of varying size and complexity
• Lead QoE calls with clients/targets
• Research GAAP treatment and application to present accounting adjustments in the QoE
• Oversee the planning, execution, and technical review of QoE engagements from end-to-end
• Perform a full manager review prior to Director review
• Communicate regularly with clients regarding engagement matters (e.g. status updates, request lists, etc.)
• Effectively manage day-to-day client interaction and relationships

Requirements

• Bachelor’s Degree in accounting or finance
• CPA designation required
• 6+ years of total experience in public accounting, with 3+ years of specific experience in TAS
• Must have provided meaningful contribution on 100+ QoE engagements
• Deep proficiency in US GAAP
• Ability to manage multiple tasks and meet unpredictable deadlines
• Experience in delegating work to junior associates, providing on-the-job feedback, and reviewing their work
• Strong Excel skills and ability to work with large data sets. Ability to use common formulas, such as: vlookup, sumif, index-match, pivot tables
• Proficiency in PowerPoint
• Ability to own an engagement from start to finish, with a willingness to flex between direct execution and manager-level review during high deal flow
• Comfortable navigating inconsistent accounting records and identifying material issues common on lower middle market deals
• High attention to detail