Manager, Transaction Advisory

Forvis Mazars, LLP; Jacksonville (FL); On-site; USD 120,000 - 180,000; Full time

Job summary

Forvis Mazars, LLP is seeking a seasoned Transaction Advisory professional to lead buy-side and sell-side due diligence engagements for private equity firms and corporate clients. You will analyze complex financial data, identify key issues, and provide recommendations to support investment decisions.

In this role, you will collaborate with senior executives, bankers, and legal advisors while coaching junior team members to build a high-performing advisory practice.

Qualifications

• Bachelor’s Degree in Accountancy, Finance, or related field.
• Minimum of five (5) years of relevant audit/TA experience.
• Proficiency with Microsoft Office, especially Excel and PowerPoint.
• Excellent written and verbal communication skills.
• Ability to develop relationships with team members and clients.

Responsibilities

• Lead and execute buy-side and sell-side financial due diligence engagements for private equity firms and corporate clients.
• Analyze and interpret financial and operational data to develop Quality of Earnings reports.
• Identify diligence issues and value creation opportunities with actionable recommendations.
• Conduct in-depth industry and market research to benchmark performance and trends.
• Collaborate with senior stakeholders to drive deal success and oversee junior team members.

Skills

Financial analysis

Due diligence

Excel

PowerPoint

Stakeholder communication

Education

Bachelor’s Degree in Accountancy/Finance

CPA license (preferred)

Masters in Accountancy (preferred)

Tools

None

Job description

Description & Requirements

At Forvis Mazars, our Transaction Advisory team is led by a talented team of experienced transaction advisors, who have a sincere appreciation for people and how they are each uniquely motivated. We focus on training and developing our teams to help them reach their full potential. If you thrive in a fast‑paced environment and seek variety, we would love to talk to you!

Requirements

The Transaction Advisory leadership team takes pride in creating and maintaining a supportive and respectful environment for our team members.

The Transaction Advisory team delivers critical insights and support for clients navigating business acquisitions and sales. With deep middle‑market expertise and national resources, they provide tailored due diligence services that uncover opportunities, assess risks, and highlight areas for improvement. Serving private equity groups and corporations, the team offers buy‑side and sell‑side due diligence, tax due diligence, and transaction structuring- ensuring clients are well‑informed and positioned for successful outcomes.

What You Will Do

• Lead and execute comprehensive buy‑side and sell‑side financial due diligence engagements for private equity firms and corporate clients
• Analyze and interpret complex financial and operational data of target companies to develop insightful Quality of Earnings reports that support informed investment decisions
• Identify key diligence issues and value creation opportunities, providing actionable recommendations for post‑acquisition integration and performance improvement.
• Conduct in‑depth industry and market research to benchmark performance, assess trends, and evaluate the competitive positioning of target companies.
• Collaborate closely with senior stakeholders, including C‑suite executives, investment bankers, private equity partners, legal advisors, and internal teams to drive deal success.
• Coach, mentor, and oversee junior team members, fostering professional development through hands‑on training, performance feedback, and knowledge sharing to build a high‑performing team.

Minimum Qualifications

• Bachelor’s Degree in Accountancy, Finance, or a related field
• Minimum of five (5) years of relevant work experience in audit or transaction advisory services from a large public accounting or consulting firm
• Proficiency with Microsoft Office, primarily Excel and PowerPoint
• Excellent written and verbal communication skills
• Ability to develop relationships with both team members and external clients

Preferred Qualifications

• Minimum of five (5) years of relevant work experience with at least three (3) years of transaction advisory financial due diligence experience from a large public accounting or consulting firm
• Current and valid CPA (Certified Public Accountant) license
• Masters Degree in Accountancy

About

About Forvis Mazars, LLP

Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, our 7,000+ team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally.

With a legacy spanning more than 100 years, we’re building something different. We are guided by a shared promise: Together, we create extraordinary experiences. That means delivering an Unmatched Client Experience® while creating a workplace where relationships matter, learning fuels growth, and every person feels valued and supported to thrive.

What We Offer

Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well‑being - empowering our team to grow and thrive while delivering exceptional service. To explore what makes working at Forvis Mazars special, visit www.forvismazars.us/careers .

Legal Notice

Forvis Mazars, LLP is an equal opportunity/affirmative action employer in accordance with applicable law. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications. Know Your Rights

It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

Forvis Mazars, LLP expressly reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee‑based referral services, and recruiting agencies.

Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or recruiting agency unless such recruiter or recruiting agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume(s) or CV(s) submitted to anyone working for Forvis Mazars, LLP, or submitted to a Forvis Mazars, LLP general email, without having a Forvis Mazars, LLP vendor agreement in place, will be considered the property of Forvis Mazars, LLP.