TAS Manager

Citrin Cooperman; New York (NY); On-site; USD 120,000 - 140,000; Full time

Job summary

Citrin Cooperman is seeking a seasoned financial due diligence professional to service private equity clients and corporate acquirers. Plan, manage, and execute due diligence engagements, act as the primary client liaison, and prepare data packs and reports.

You'll build financial models, analyze trends and risks, mentor junior staff, and apply TAS Best Practices to ensure high-quality work. Strong communication and leadership are essential.

Qualifications

• Bachelor's degree in Accounting, Business Administration, Economics, Finance or equivalent.
• CPA required.
• Minimum of 2+ years of financial due diligence experience.
• Minimum of 2+ years of audit experience, preferably with lower middle market companies.
• Strong proficiency in Word, Excel and PowerPoint.
• Excellent verbal and written communication skills.
• Strong critical thinking and problem-solving abilities.
• Excellent project management and organizational skills.
• Ability to multi-task and manage multiple engagements.
• Strong relationship building and networking abilities.

Responsibilities

• Conduct buy-side and sell-side financial due diligence on behalf of private equity clients and corporate acquirers/sellers.
• Plan and manage due diligence engagements on budget.
• Act as primary client contact for the duration of the due diligence process.
• Prepare and/or review Excel data packs.
• Conduct on-site and/or phone interviews with C-level personnel at target companies.
• Prepare due diligence reports and presentations with analyses and recommendations.
• Analyze historical financial and operating results and explain trends and risks.
• Prepare financial models related to mergers and acquisitions or related transactions.
• Perform industry research as needed on engagements.
• Schedule and supervise tasks of senior analysts; mentor junior staff.

Skills

Financial due diligence

Audit experience

Verbal & written communication

Project management

Team mentorship

Education

Bachelor's degree in Accounting/Finance

CPA

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

This year we were rated top 100 firms to work for by Inside Public Accounting and Accounting Today. We are always looking for new team members who bring a fresh perspective, technical expertise, and a passion for solving problems. At Citrin Cooperman, we offer you the flexibility to take your career to the next level and still allow you to focus on what matters to you !

Responsibilities, but not limited to:

• Conduct buy-side and sell-side financial due diligence on behalf of private equity clients and corporate acquirers/sellers.
• Plan and manage due diligence engagements on budget
• Act as primary client contact for the duration of the due diligence process
• Prepare and/or review Excel data packs
• Conduct on-site and/or phone interviews with C-level personnel at acquisition targets
• Prepare due diligence reports and presentations to clients which compile analyses and highlight key findings and recommendations
• Analyze historical financial and operating results of target companies and explain business trends and identify risks
• Prepare financial models related to mergers, acquisitions or other related transactions
• Perform industry research as needed on engagements
• Schedule and supervise the tasks and project assignments of senior analysts
• Mentor, train and supervise junior staff
• Apply TAS Best Practices to ensure consistent quality of service and work product
• Actively participate in the development of the group’s Best Practices
• Develop proposal including budgets and scope of work and present proposals to prospective clients
• Identify and pursue business development opportunities through industry and networking relationships

Qualifications :

• Bachelor's degree in Accounting, Business Administration, Economics, Finance or equivalent
• CPA required
• Minimum of 2+ additional years of financial due diligence experience
• Minimum of 2+ years of audit experience, preferably dealing with lower middle market companies ( Solid working knowledge of US GAAP
• Highly proficient in Microsoft Word, Excel and PowerPoint
• Excellent verbal and written communication skills
• Strong critical thinking skills with the ability to solve unstructured problems
• Excellent project management and organizational skills
• Ability to multi-task and manage multiple engagements at once
• Strong relationship building and networking abilities

About Citrin Cooperman:

Citrin Cooperman is one of the nation's largest professional services firms. Since 1979, the firm has steadily built their business by helping companies and high net worth individuals find practical, actionable solutions to help them meet their short-term needs and long-term objectives. Citrin Cooperman clients span an array of industry and business sectors and leverage a complete menu of service offerings. Citrin Cooperman & Company, LLP, a licensed independent CPA firm that provides attest services and Citrin Cooperman Advisors LLC, which provides business advisory and non-attest services, operate as an alternative practice structure in accordance with the AICPA's Code of Professional Conduct and applicable law, regulations, and professional standards. The entities include more than 450 partners and 2,500 total professionals. Learn more about Citrin Cooperman here: www.citrincooperman.com

CC Disclaimer:

\"Citrin Cooperman\" is the brand under which Citrin Cooperman & Company, LLP, a licensed independent CPA firm, and Citrin Cooperman Advisors LLC serve clients' business needs. The two firms operate as separate legal entities in an alternative practice structure. The entities of Citrin Cooperman & Company, LLP and Citrin Cooperman Advisors LLC are independent member firms of the Moore North America, Inc. (MNA) Association, which is itself a regional member of Moore Global Network Limited (MGNL). All the firms associated with MNA are independently owned and managed entities. Their membership in, or association with, MNA should not be construed as constituting or implying any partnership between them.

For positions in New York, the salary range is $120,000 -- $140,000. Actual compensation within that range will be dependent upon the individual's skills, experience, qualifications, and applicable laws.