Transaction Services - Manager OR Associate Director

Forvis Mazars; United Kingdom; On-site; GBP 60,000 - 90,000; Full time

Job summary

Forvis Mazars seeks a Transaction Services Manager or Associate Director to join their Due Diligence team, overseeing high-profile financial diligence on international transactions. The role includes developing client relationships, leading assignments, and contributing to a collaborative team culture focused on innovation and growth.

Qualifications

• Qualified to ACA (or equivalent).
• Strong project management, analytical, and reporting skills.
• Proven ability to develop and manage external relationships.

Responsibilities

• Lead the financial due diligence process and deliver high-quality reports.
• Develop client relationships and manage due diligence assignments.
• Coach and train teams to deliver insightful analysis and reports.

Skills

Project management

Analytical skills

Reporting skills

Presentation skills

Commercial acumen

Education

ACA or equivalent qualification

Job description

Transaction Services - Manager OR Associate Director

Full time at Forvis Mazars in United Kingdom

Job details

The Deals & Financing team is a rapidly growing and global group. You will be joining a team at the forefront of large international infrastructure projects, global M&A transactions, high-profile forensic investigations, business valuations, corporate restructuring, and national creditor advisory services. The Due Diligence (Transaction Services) team is part of the wider Deals & Financing team. Based in several regional offices, this national team works on UK and cross-border transactions supporting corporate investors, private equity, and finance providers. The role offers the opportunity to develop deal and sector knowledge and work with a diverse client base.

Job Purpose

This role provides an opportunity to join the Due Diligence (Transaction Services) business unit in Manchester. As a Transaction Services Manager or Associate Director, you will lead the financial due diligence process, delivering high-quality reports to corporate, private equity, and banking clients. The successful candidate will have the chance to develop their career and work directly with the leadership team. The team culture emphasizes teamwork, collaboration, innovation, and development opportunities. The role involves leading due diligence assignments, coordinating with tax and other specialists, and expanding your client network. There will also be opportunities to work on international deals with global clients and advisers.

Role & Responsibilities

• Develop your own client portfolio and relationships.
• Work directly with local and national partners.
• Participate in national resourcing and project delivery meetings.
• Lead proposals, scope, and fee discussions.
• Manage due diligence assignments and oversee specialist input.
• Coach and train teams to deliver insightful analysis and reports.
• Engage with clients and communicate issues promptly.
• Deliver presentations to clients and stakeholders.
• Understand and respond to client needs.
• Monitor time and budget, recover unbilled time.
• Build strong relationships with clients and intermediaries.
• Support business development initiatives.
• Produce high-quality work adhering to firm policies and regulatory requirements.

Experience, Skills & Knowledge

• Qualified to ACA (or equivalent).
• Experience in financial due diligence across various transaction types.
• Proven ability to develop and manage external relationships and secure project work.
• Experience in supporting proposals and pitches.
• Strong project management, analytical, and reporting skills.
• Excellent presentation skills.
• Desire to develop personally and others.
• Experience in initiating new methodologies and initiatives.
• Ability to identify issues through sound analysis and commercial acumen.
• Active pursuit of expertise and knowledge enhancement.

About Forvis Mazars

Forvis Mazars is a leading global professional services network operating in over 100 countries. We are committed to providing exceptional client experiences through audit & assurance, tax, and advisory services. We foster a diverse and inclusive culture that supports individuality, teamwork, and innovation. We aim to make our recruitment process accessible and inclusive. For more information, visit forvismazars.com/uk.