TAS Manager

Elliott Davis; Bengaluru; Hybrid; INR 1,800,000 - 3,000,000; Full time

Job summary

Elliott Davis in Bengaluru seeks an experienced Transaction Advisory Services professional to lead due diligence for buy-side and sell-side engagements. You will analyze earnings, working capital, and debt-like items, and prepare client-ready reports with cross-functional collaboration.

The role emphasizes leadership, collaboration with US and India teams, and active involvement in business development in a fast-paced advisory environment.

Qualifications

• Minimum five years of relevant transaction advisory experience.
• Licensed CPA/CA is a must.
• Big 4, national or large regional firm experience preferred.
• Experience leading buy-side and sell-side engagements in the lower to middle market.
• Excellent verbal and written communication skills.

Responsibilities

• Lead engagement teams by performing financial due diligence for buy-side and sell-side engagements.
• Perform quality of earnings, debt and debt-like, working capital analysis.
• Manage data rooms, document requests, and meeting preparation for engagements.
• Develop understanding of target business drivers and performance trends.
• Create tailored advisory reports on earnings normalization, working capital and indebtedness.
• Present due diligence findings clearly in reports and calls.
• Mentor and coach team members and support business development.
• Collaborate across Elliott Davis India and US teams.

Skills

Financial due diligence

Deal experience

Financial analysis

Excel proficiency

Communication skills

People development

Business development

Project management

GAAP knowledge

Education

CPA/CA license

Tools

Excel

PowerPoint

Word

Job description

At Elliott Davis, our mission is to make a positive impact on our clients, our people, and our communities. We are committed to elevating every experience through a culture of care, collaboration, and continuous growth. Guided by our core valuesDo the Right Thing, Service to Others, Mutual Respect, Always Getting Better, and Quality- we create opportunities for talented professionals to thrive.

About the Opportunity

Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices located across fastest growing cities in the US and India - are built on a foundation of inclusivity, collaboration, and collective growth. We work daily to provide exceptional service to our people, customers, and our communities.

Elliott Davis's Transaction Advisory Services "TAS" practice assists clients by providing financial and tax due diligence, primarily focusing on buy-side and sell-side assistance to private equity funds, mezzanine funds, and strategic buyers. We are rapidly growing and would love to have you join our team!

What You'll Do

• Lead engagement teams by performing financial due diligence procedures for buy-side and sell-side engagements for private equity, mezzanine funds, and strategic buyers
• Perform quality of earnings, debt and debt-like, working capital analysis
• Deal experience with onshore team including data room management, document request list preparation, management meeting preparation, workbook analysis, Quality of Earnings, due diligence reports, client calls and engagement team calls
• Develop an understanding of a target's business, recognize and evaluate key performance drivers, operational trends and developments of target companies, in addition to challenging target assumptions
• Create and design tailored transaction advisory reports specific to key issues such as normalized earnings, financial reporting, net working capital trends, and indebtedness considerations
• Communicate due diligence findings and critical deal issues confidently in a clear, concise and articulate manner, both verbally and in written reports
• Create a collaborative team environment, motivate, and develop and mentor/coach team through communication and actions
• Lead and participate in people development and business development efforts
• Provide timely, high quality client service that meets or exceeds expectations
• Identify performance improvement opportunities and recommend creative solutions to complex issues, in addition to identifying critical post-closing issues to be addressed
• Growth minded, strengthens and develops client relationships, and oversee engagement economics and management of resources
• Collaborate with other Elliott Davis team members (India and US)

What We're Looking For

• A minimum of five years of relevant transaction advisory services experience.
• Licensed CPA/ CA is a must
• Big 4, National or large regional firm experience preferred
• Demonstrated experience leading buy-side and sell-side transaction services engagements in the lower to middle market space
• Excellent verbal and written communication skills
• Advanced Excel skills (vlookups, pivot tables, and advanced formulas), Word and PowerPoint skills.
• Strong analytical skills, including operational and financial analysis, benchmarking, and trend analysis
• Aptitude towards business development
• Experience in project management including planning, organizing, coordinating, and managing staff, clients, and/or shareholders towards the successful completion of a project
• Ability to thrive and adapt in a fast-paced, dynamic environment
• Strong knowledge of U.S. Generally Accepted Accounting Principles (GAAP) and financial reporting issues
• Ability to manage multiple responsibilities simultaneously (multi-task)
• Superior client service focus

Why Join Us?

• Collaborative, people-first culture focused on professional development.
• Exposure to client interactions.
• Career advancement and leadership opportunities.
• Hybrid work flexibility after onboarding and training period.