Partner, Transaction Advisory Services

NextGenEnergyJobs; Chicago, Northern (IL, KY); Hybrid; USD 300,000 - 600,000; Full time

Job summary

AtAprio is seeking an executive leader to guide advisory engagements across multiple industries, driving strategic and operational excellence. You will oversee complex client engagements, ensuring quality and timely delivery while growing the firm’s market footprint.

qualified candidate will bring 12+ years in professional services, active CPA in Transaction Advisory Services, and a proven track record in revenue growth and team development.

Qualifications

• 12+ years of experience leading in a professional services firm.
• Active CPA in Transaction Advisory Services.
• Proven success driving revenue growth, client expansion, and practice development.

Responsibilities

• Serve as trusted advisor delivering strategic, technical, and operational guidance.
• Provide executive oversight on complex engagements to ensure quality and client satisfaction.
• Maintain understanding of industry trends and regulatory developments impacting client operations.
• Drive client experiences aligned with service standards.
• Develop and execute growth plans to expand market presence in designated practice areas.
• Build and maintain referral networks, partnerships, and market relationships.
• Identify opportunities for service expansion and cross-firm synergies.
• Represent Aprio as a leader aligned with firm culture and values.
• Recruit, mentor, and develop top talent within the practice area.
• Lead engagement teams with accountability and collaboration for employee growth.
• Provide performance oversight, career coaching, and succession planning.
• Foster a diverse, inclusive, high-trust environment that enables teams to excel.

Skills

Leadership

CPA

Revenue growth

Job description

AtAprio, we empower partners to grow, innovate, and lead with purpose.

Responsibilities

• Serve as a trusted advisor to clients, delivering high value strategic, technical, and operational guidance.
• Provide executive oversight on complex engagements to ensure quality, timeliness, and client satisfaction.
• Maintain a strong understanding of industry trends, regulatory developments, and emerging business needs that impact client operations.
• Drive exceptional client experiences aligned with Aprio’s service standards.
• Develop and execute growth plans that expand Aprio’s market presence in designated practice areas or industry niches.
• Build and maintain strong referral networks, strategic partnerships, and market relationships.
• Identify new opportunities for service expansion, innovative offerings, and cross firm synergies.
• Represent Aprio internally and externally as a leader committed to firm culture and values.
• Recruit, mentor, and develop top talent within the practice area.
• Lead engagement teams by modeling accountability, collaboration, and advocacy for employee growth.
• Provide performance oversight, career coaching, and succession planning support.
• Foster a diverse, inclusive, high trust environment that enables teams to excel.

Requirements

• Required 12+ years of experience with demonstrated track record of leadership within a professional services firm. Strong technical expertise and active CPA in the relevant discipline (Transaction Advisory Services). Proven success driving revenue growth, client expansion, and practice development. Reputation for exceptional client service, strategic thinking, and collaborative leadership. Demonstrated ability to mentor, inspire, and build high performing teams. High ethical standards. Preferred Experience operating in high growth, multilocation, or national firm environments. Prior partner or executive leadership experience.