Manager Transaction Advisory Services

LBMC; United States; Hybrid; USD 70,000 - 110,000; Full time

Job summary

An established industry player is seeking a Transaction Advisory Services Manager to join their dynamic team. This role offers the chance to engage with sophisticated clients in financial due diligence, providing mentorship while working on diverse accounting projects. With a clear path for advancement and the opportunity to work remotely or on-site, this position is ideal for those looking to leverage their CPA certification and 4+ years of experience in a collaborative environment. Join a progressive firm dedicated to diversity and inclusion, where your contributions will drive innovation and success.

Qualifications

• 4+ years in Audit, TAS, or Deals at a public accounting firm.
• Strong analytical skills and proficiency with reporting tools.

Responsibilities

• Manage due diligence engagements for acquisitions by private equity.
• Analyze financial results and conduct executive interviews.
• Write insightful business reports for client presentations.

Skills

Financial Due Diligence

Client Relationship Management

Analytical Skills

Mentorship

Reporting Tools

CPA Certification

Education

Bachelor's Degree

Tools

Microsoft Excel

Job description

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OPPORTUNITY

This Transaction Advisory Services Manager role is a great opportunity for anyone passionate about financial due-diligence services and is looking to step into a highly visible role with sophisticated clients. You would be joining a progressive firm, headquartered in Nashville, and receive mentorship and support from seasoned industry professionals in the market.

The LBMC TAS Manager will work on a diverse set of accounting and due-diligence projects encompassing client operations in major healthcare hubs such as Dallas, TX and Nashville, TN. High-performing individuals have a clearly defined path for advancement to Senior Manager and/or Shareholder roles within LBMC. This role will give candidates the opportunity to work either remote or on-site with a TAS team that has 80+ years of combined Big 4 experience and $65B+ in completed work.

SCOPE OF WORK

• Manage and participate in due diligence engagements related to acquisitions by private equity investor groups and strategic corporate buyers. Develop/maintain productive working relationships with client personnel and manage expectations of service (reports, schedules, etc.)
• Analyze financial/operational results of targets through reviewing accounting records (earnings, net assets, cash flows)
• Conduct interviews with executive management at client sites
• Identify issues for purchase price reductions, deal structuring or deal termination. Identify post-acquisition action steps to achieve anticipated earnings/cash flow improvements.
• Evaluate effects of seasonality and cyclicality on cash flow requirements.
• Perform industry and company research. Correlate due diligence findings with client valuations.
• Write credible, succinct and insightful business reports to deliver effective client presentations.
• Offer mentorship and learning opportunities to Staff and Senior team members, reviewing their work and providing effective performance feedback/training to ensure responsibilities are consistent with skills and developmental goals.
• Works diligently building relationships with key stakeholders at client organizations to continue to foster a long-term partnership between the LBMC TAS Department and external clients. High-performing individuals will be alert to client needs for the possible expansion of services to other LBMC service lines.
• Adheres to LBMC’s defined processes and procedures including the firm's policy on privacy and client confidentiality. Knows and follows the rules, regulations, and the Code of Professional Conduct of the AICPA, the Tennessee Society of CPAs, the Tennessee Board of Public Accountancy, and other regulating bodies as appropriate.

IDEAL CANDIDATE PROFILE

• Bachelor's Degree and CPA Certification
• 4+ years of experience as a Senior Accountant or Manager in Audit, TAS, or Deals departments at a public accounting firm
• Advanced proficiency with spreadsheets and reporting tools (Microsoft tools)
• Willingness to travel (10-15%) as requested by LBMC clients

Diversity and Inclusion at LBMC

Commitment to our team members, clients, and the communities in which we work. At LBMC, our mission of delivering the best to our clients and each other every day is rooted in our unique differences. Our engagement, growth and success are at their best when team members have equal opportunity and are included. Diversity brings value to LBMC by connecting us with our community and driving innovation.

*LBMC provides equal opportunities to all employees and applicants for employment. We recruit, employ, train, compensate and promote without regard to race, religion, color, age, sex, national origin, sexual orientation, gender identity, genetic disposition, neurodiversity, disability, veteran status or any other protected category under federal, state and local law.*

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Accounting/Auditing
• Industries: Accounting