Manager, Transaction Advisory Services (TAS)
Posted Updated
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