Manager, Transaction Advisory Services (TAS)

Trout CPA; Radnor (Delaware County); On-site; USD 120,000 - 180,000; Full time

Job summary

Trout CPA seeks a Senior Manager to lead the QoE practice within its Transaction Advisory Services. You will supervise planning, execution, and technical review of QoE engagements from start to finish, aligning with Directors and Partners.

You will coordinate client communications, delegate work to associates, and ensure timely delivery across multiple complex engagements while maintaining strict US GAAP standards and high attention to detail.

Qualifications

• CPA designation required.
• Bachelor’s degree in accounting or finance.
• 6+ years of total public accounting experience, with 3+ years in TAS.
• Experience on 100+ QoE engagements.
• Deep proficiency in US GAAP.
• Ability to delegate, provide feedback, and review junior staff.
• Strong Excel skills and ability to work with large data sets.

Responsibilities

• Lead QoE engagements from planning through review with Director and Partner.
• Manage multiple TAS projects and allocate work to associates.
• Lead QoE calls with clients/targets.
• Communicate engagement status and requests to clients.
• Navigate inconsistent accounting records to identify material issues.
• Ensure on-time delivery of engagements under tight deadlines.

Skills

Team leadership

Project management

Client communication

Advanced Excel

PowerPoint

Education

Bachelor’s degree in accounting or finance

CPA certification

Tools

Excel

PowerPoint

Job description

Description

Trout CPA is a regional accounting firm in Pennsylvania with a fast-growing, boutique Transaction Advisory Services practice providing corporate and private equity clients with buy-side and sell-side M&A advisory services. These services include financial due diligence (Quality of Earnings), net working capital analysis, pre-transaction preparation engagements, purchase agreement consulting, and post-acquisition assistance.

The successful candidate will:

• Manage and prioritize team responsibilities and proactively consult with Director and Partner
• Provide guidance and allocate work to associates
• Manage multiple projects of varying size and complexity
• Lead QoE calls with clients/targets
• Research GAAP treatment and application to present accounting adjustments in the QoE
• Oversee the planning, execution, and technical review of QoE engagements from end-to-end
• Perform a full manager review prior to Director review
• Communicate regularly with clients regarding engagement matters (e.g. status updates, request lists, etc.)
• Effectively manage day-to-day client interaction and relationships

Requirements

• Bachelor’s Degree in accounting or finance
• CPA designation required
• 6+ years of total experience in public accounting, with 3+ years of specific experience in TAS
• Must have provided meaningful contribution on 100+ QoE engagements
• Deep proficiency in US GAAP
• Ability to manage multiple tasks and meet unpredictable deadlines
• Experience in delegating work to junior associates, providing on-the-job feedback, and reviewing their work
• Strong Excel skills and ability to work with large data sets. Ability to use common formulas, such as: vlookup, sumif, index-match, pivot tables
• Proficiency in PowerPoint
• Ability to own an engagement from start to finish, with a willingness to flex between direct execution and manager-level review during high deal flow
• Comfortable navigating inconsistent accounting records and identifying material issues common on lower middle market deals
• High attention to detail