Senior Manager - Transaction Advisory / Financial Due Diligence

Andersen; Costa Mesa (CA); On-site; USD 182,000 - 233,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) plan

Paid time off

12 paid holidays

Job summary

Andersen Tax, a leading global advisory firm, seeks a Senior Manager to lead and manage financial due diligence engagements, identify transaction risks, and deliver insightful analyses for clients. You will liaise with target management and client teams, while supervising Managers and Senior Associates in a dynamic advisory environment.

The role requires a Bachelor's in Accounting/Finance, CPA (or CFA), 8+ years in Big Four or national firms, GAAP/IFRS knowledge, and proficiency in Excel,

Qualifications

• 8+ years relevant work experience with a Big Four or national consulting firm, including at least 5 years of financial due diligence experience.
• CPA required; CFA or similar highly desirable.
• Extensive knowledge of GAAP and IFRS.
• Strong leadership and organizational skills.
• Excellent written and verbal communication.

Responsibilities

• Lead and manage the execution of financial due diligence engagements for clients.
• Identify and help resolve complex transaction risks and issues.
• Prepare and review reports and related analyses and deliverables.
• Communicate effectively with target management teams and client personnel.
• Supervise, train, mentor and evaluate Managers and Senior Associates.
• Engage in business development activities and pursue training opportunities.

Skills

Leadership

Communication skills

Analytical thinking

Problem solving

Education

Bachelor's degree in Accounting, Finance, Business, or Economics

Tools

MS Excel

PowerPoint

Power BI

Job description

THE FIRM

Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen!

At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll embark on a journey that transcends the ordinary, working with extraordinary clients spanning every industry, regardless of their size, because at Andersen, we are free from independence-related constraints that may hinder other firms.

But that's not all; we're more than just a company; we're a community that thrives on diversity, inclusivity, and collaboration. Our focus is on your development helping you flourish as leaders, colleagues and trusted advisors. We equip you with world-class education, immersive experiences, and invaluable mentorship to support your rise to the top.

We believe in your potential and invest in it to build a legacy that extends beyond your wildest dreams. Bring your ambition, your entrepreneurial spirit, and your burning desire to be the best. Your future mirrors the limitless possibilities of our future. Join us at Andersen, and together, let's write the story of your success!

THE ROLE

Senior Managers can expect to:

• Lead and manage the execution of financial due diligence engagements for clients;


• Identify and help resolve complex transaction risks and issues;


• Prepare and review reports and related analysis and deliverables;


• Effectively communicate with target management teams and client personnel;


• Supervise, train, mentor and evaluate Managers and Seniors Associates;


• Engage in business development activities (i.e. prepare proposals, present in webinars, collaborate with other service lines to market comprehensive tax strategies for prospective clients, etc.); and


• Receive formal training related to Transaction Advisory, on the job training, direct feedback from industry leaders, and the opportunity to pursue additional training through internal and external resources.

THE REQUIREMENTS

• Bachelor’s degree in Accounting, Finance, Business, or Economics;


• Certified Public Accountant (CPA) required, Chartered Financial Analyst (CFA), or similar, are highly desirable;


• At least 8 years relevant work experience with a Big Four or national consulting firm, including at least 5 years of financial due diligence experience;


• Extensive knowledge of accounting principles, financial reporting standards (i.e., GAAP, IFRS);


• Strong technical knowledge of complex accounting, financial and transactional issues;


• Proven leadership and strong organizational skills;


• Excellent communication skills, both written and verbal;


• Exceptional interpersonal skills and a natural facilitator;


• Excellent problem solving and analytical skills; and


• Proficient use of technology including MS Excel, PowerPoint, Power BI or other analytics software.

Applicants must be currently authorized to work in the United States on a full-time basis upon hire. Andersen will not consider candidates for this position who require sponsorship for employment visa status now or in the future (e.g., H-1B status).

Andersen Tax is an equal opportunity employer committed to fostering an inclusive workplace. We evaluate all applicants and employees without regard to race, color, religion, national origin, ancestry, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity or expression, age, disability, genetic information, marital status, military or veteran status, or any other characteristic protected under applicable federal, state, or local law. All qualified applicants, including those with criminal histories, will be considered in a manner consistent with applicable law. We provide reasonable accommodations to qualified individuals with disabilities and to individuals with sincerely held religious beliefs, practices, or observances as required by law.

COMPENSATION AND BENEFITS

Our firm offers a competitive base salary and comprehensive benefits package designed to support the well-being, growth, and long-term success of our people. We are committed to recognizing individual contributions and providing resources that enable our employees to thrive both personally and professionally.

Salary Range: For individuals hired to work in Orange County, the expected base salary range for this role is $182,100 to $232,500. Actual compensation will be determined based on the candidate’s qualifications, experience, and skill set.

Benefits: Employees (and their families) are eligible for medical, dental, vision, and basic life insurance coverage. Employees may enroll in the firm’s 401(k) plan upon hire. We offer 200 hours of paid time off annually, along with twelve paid holidays each calendar year. For a full listing of benefit offerings, please visit https://www.andersen.com/careers.

ANDERSEN TAX LLC NOTICE FOR JOB APPLICANTS