Audit and M&A Senior Manager

Holthouse Carlin & Van Trigt LLP; Irvine (CA); On-site; USD 160,000 - 190,000; Full time

Job summary

Holthouse Carlin & Van Trigt LLP in Irvine, CA seeks an experienced Audit and M&A Senior Manager to lead audit engagements and provide transaction-related accounting and financial due diligence support for middle-market clients and private equity-backed businesses.

The role requires managing client relationships, directing engagement delivery, advising on accounting matters, developing staff, and supporting business development across audit and advisory services.

Qualifications

• Bachelor’s degree in accounting or related field.
• Active CPA license required.
• Approximately eight or more years of progressive public accounting experience, including leading financial statement audits.
• Experience with financial due diligence, transaction support, QA of earnings, or M&A‑related accounting matters preferred.
• Strong knowledge of U.S. GAAP and auditing standards.
• Ability to evaluate complex transactions, financial trends and risks.
• Excellent project-management, client-service, written communication, and presentation skills.

Responsibilities

• Lead audit engagements and manage delivery in accordance with professional standards.
• Oversee engagement scope, staffing, budgets, timelines, risk assessments, and client communications.
• Review financial statements, disclosures, and audit documentation for accuracy.
• Lead or support buy‑side and sell‑side financial due diligence engagements.
• Coordinate with advisory, tax, valuation, and other specialists on transactions.
• Develop team members and contribute to business development across audit and advisory services.

Skills

Project management

Client service

Written communication

Presentation skills

Travel flexibility

Education

Bachelor’s degree in accounting or related field

Tools

Microsoft Excel

Job description

Come for the Challenge. Stay for the Experience.

At HCVT, we believe every challenge presents an opportunity to positively impact our clients and people. Talented and ambitious individuals who seek limitless professional opportunities thrive at HCVT. Our team is known for its technical skill and ability to help clients address complex business issues all while investing in and supporting our people to provide a rewarding employee experience.

What We Do and Who We Serve

We offer Tax, Audit, Advisory, and Business Management services to our clients, which include private and public companies, high-net-worth individuals, and family offices. We also specialize in serving clients across the following industries: Private Equity, Real Estate & Hospitality, Media & Entertainment, High-Net-Worth Individuals, Manufacturing & Distribution, Professional Services Firms, Technology, Healthcare, Nonprofit Organizations, and Affordable Housing.

We Live Our Core Values

Our values guide us in our day-to-day interactions with our clients and each other—Integrity at our Core; Building Success Together; Passion for Excellence; and Diversity, Equity, & Inclusion. We are focused and committed to the needs of our clients and our team.

Discover How Far You Can Go.

Opportunities abound at HCVT. Our firm has experienced steady growth since its founding in 1991 and continues to expand its client service offerings, creating new opportunities for professionals to grow their careers. We make significant investments in training and provide interesting, diverse, and intellectually stimulating work for our teams—the kind of work that helps you develop and refine your skills to advance in the profession.

Hybrid Work

HCVT currently offers a hybrid work model that allows eligible employees to work both remotely and in the office, based on business needs and team coordination. When working remotely, employees are expected to meet the same performance standards, adhere to the same policies, and maintain the same level of communication, collaboration, and responsiveness as working in the office. Please note that this arrangement is not guaranteed and subject to change at any time. We will strive to provide reasonable notice of any changes to your work location or schedule whenever possible.

About the Role

The Audit and M&A Senior Manager leads audit engagements while providing transaction-related accounting and financial due diligence support to privately held and middle-market companies, private equity-backed businesses, and other organizations involved in acquisitions, divestitures, and strategic transactions.

This role is intended for an experienced audit professional who canmaintainresponsibility for assurance clients while supporting transaction-related engagements based on business needs. The Senior Manager will manage client relationships, oversee engagement delivery, advise clients on accounting and financial-reporting matters, develop team members, andparticipatein business-development activities across both audit and transaction services.

As the Audit and M&A Senior Manager, you will be responsible for, but not limited to, the following:

Audit and Assurance

• Plan, manage, and complete financial statement audit engagementsin accordance withapplicable professional standards and firm policies.
• Manage engagement scope, staffing, budgets, timelines, risk assessments, and client communications.
• Review financial statements, disclosures,workpapers, and audit documentation for technical accuracy and completeness.
• Evaluate significant accounting estimates, unusual transactions, internal-control considerations, and financial-reporting risks.
• Research and resolve complex accounting and auditing matters.
• Communicate audit findings, internal-control observations, and recommendations to client management and governance groups.
• Maintain strong client relationships and serve as a trusted advisor on accounting and financial-reporting matters.
• Ensure engagement teamscomply withapplicable independence, ethics, documentation, andquality-controlrequirements.

M&A and Transaction Support

• Lead or support buy‑side and sell‑side financial due diligence engagements.
• Analyze historical and projected financial information toidentifytrends, risks, and transaction considerations.
• Assess quality of earnings, normalized EBITDA, working capital, net debt, debt‑like items, cash flows, and other financial metrics.
• Assistclients with pre-transaction financial readiness, seller‑assistant, and preparation for buyer due diligence.
• Evaluate financial‑information quality andidentifyaccounting matters that may affect valuation, transaction structure, or integration planning.
• Participate in management interviews and discussions with transaction stakeholders.
• Prepare and review financial analyses, databooks, reports, and transaction‑related presentations.
• Coordinate with transaction advisory, tax, valuation, and other specialists 
• Support post-transaction accounting and financial‑reporting matters whenappropriate.

Client Service and Business Development

• Develop trusted relationships with current and prospective clients across assurance and advisory services.
• Participate in proposals, pitch meetings, presentations, and networking activities.
• Identifytransaction‑related needs within the firm’s existing client base.
• Introduce clients to appropriate professionals and services across the firm.
• Collaborate with Principals and Partners on business‑development priorities.
• Develop professional visibility through industry associations, events, and thought leadership.

Team Leadership & Development

• Lead, coach, and develop audit and transaction engagement teams.
• Provide timely performance feedback and support individualcareer-developmentplans.
• Participate in recruiting, onboarding, training, scheduling, and performance management.
• Help team members develop audit, accounting, analytical, and client-service capabilities.
• Promote collaboration and effective resource sharing between audit and advisory teams.

To be successful, these are the skills, qualities and experience you will need:

• Bachelor’s degree in accounting ora relatedfield.
• Active CPA licenserequired.
• Approximately eight or more years of progressive public accounting experience, includingsignificant experienceleading financial statement audits.
• Experience with financial due diligence, transaction support, quality-of-earnings analysis, or M&A-related accounting matters strongly preferred.
• Strong knowledge of U.S. GAAP and applicable auditing standards.
• Ability to evaluate complex transactions, financial trends, accounting estimates, and financial-reporting risks.
• Strongproficiencyin Microsoft Excel andfinancial-dataanalysis.
• Demonstrated ability to balance recurring audit responsibilities with project‑based, deadline‑driven transaction work.
• Excellentproject‑management,client‑service, written communication, and presentation skills.
• Ability to travel based on engagement needs.

You Matter - HCVT provides a variety of benefits and perks that help sustain a healthy and thriving work environment.

• Visit the Benefits sectionto learn more

This salary range is specific to the state(s) listed and takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill set and education; experience and training; licensure and certifications; and other business and organizational needs. A reasonable estimate of the range for this position is $160,000 to $190,000.

Connect with us:

LinkedIn, Instagram, Facebook, HCVT Website

#LI-KT1

#LI-Hybrid

The ordinance requires employers to state, in all job solicitations, postings and advertisements, that the employer will consider applicants in a manner consistent with the requirements of the Fair Chance Initiative.