Transaction Advisory Services Manager

Orion Placement; Jacksonville (FL); On-site; USD 100,000 - 150,000; Full time

Job summary

Confidential Employer in Jacksonville, FL is seeking a Senior Transaction Advisory professional to lead financial due diligence and Quality of Earnings engagements for buy-side and sell-side M&A. You will oversee engagements from planning to delivery while delivering exceptional client service.

You will mentor staff, collaborate with private equity firms, owners, and bankers, use AI and data analytics to improve efficiency, and help grow our advisory practice in a fast-paced environment.

Qualifications

• 4+ years of TAS, FDD, or QOE experience.

Responsibilities

• Lead Financial Due Diligence and Quality of Earnings engagements for buy-side and sell-side M&A transactions.
• Manage engagements from planning through final delivery while ensuring exceptional client service.
• Analyze EBITDA adjustments, net working capital, cash flow, and key financial performance indicators.
• Prepare comprehensive due diligence reports and communicate findings to clients and deal teams.
• Partner with private equity firms, business owners, attorneys, investment bankers, and other transaction professionals throughout the deal process.
• Research and resolve complex accounting and transaction-related issues.
• Mentor, coach, and develop team members while fostering a collaborative, servant leadership culture.
• Balance multiple engagements and meet tight transaction deadlines without sacrificing quality.
• Leverage AI and modern technology tools to improve efficiency and deliver exceptional advisory services.
• Support additional advisory and assurance engagements as business needs require.

Skills

TAS Experience

M&A due diligence

US GAAP knowledge

EBITDA adjustments

Client management

Analytical skills

Leadership mindset

CPA preferred

AI tools familiarity

Data analytics

ProSystem fx Engagement

Construction industry experience

Tools

ProSystem fx Engagement

Job description

Pay: $100,000.00 - $150,000.00 per year

Why This Is a Great Opportunity

• Join a rapidly growing Transaction Advisory Services practice where your leadership will directly influence the team's continued success.
• Lead high-profile buy-side and sell-side M&A engagements for private equity firms, family offices, strategic buyers, and business owners.
• Be part of a collaborative leadership team that values servant leadership, mutual respect, and developing future leaders.
• Work in an innovative, AI-forward environment that embraces new technology and automation to enhance client service.
• Focus on delivering exceptional client work and managing relationships—business development is handled by dedicated team members.
• Enjoy a flexible hybrid work schedule after your onboarding period.
• Build a long-term career with excellent advancement opportunities as our advisory practice continues to grow.
• Relocation assistance is available for exceptional candidates.

Location: Jacksonville, FL – Hybrid. We believe collaboration matters, which is why experienced hires spend their first three months working in the office before transitioning to a hybrid schedule with the flexibility to work remotely up to three days per week. Many of our team members choose to be in the office even more because of our collaborative culture.

Note: Candidates must have 4+ years of direct Transaction Advisory Services, Financial Due Diligence, or Quality of Earnings experience. We're looking for a collaborative leader who thrives in a fast-paced M&A environment, embraces innovation and AI, and leads with humility, professionalism, and respect.

About Us

We are a growing public accounting and advisory firm committed to helping both our clients and our people succeed. Our culture is built on collaboration, servant leadership, continuous learning, and treating every team member with respect. We believe the best ideas come from working together, embracing innovation, and investing in our people. As our advisory practice continues to expand, we're creating exciting opportunities for talented professionals to grow into future leaders while making a meaningful impact on clients and teammates alike. Confidential Employer.

Job Description

• Lead Financial Due Diligence and Quality of Earnings engagements for buy-side and sell-side M&A transactions.
• Manage engagements from planning through final delivery while ensuring exceptional client service.
• Analyze EBITDA adjustments, net working capital, cash flow, and key financial performance indicators.
• Prepare comprehensive due diligence reports and communicate findings to clients and deal teams.
• Partner with private equity firms, business owners, attorneys, investment bankers, and other transaction professionals throughout the deal process.
• Research and resolve complex accounting and transaction-related issues.
• Mentor, coach, and develop team members while fostering a collaborative, servant leadership culture.
• Balance multiple engagements and meet tight transaction deadlines without sacrificing quality.
• Leverage AI and modern technology tools to improve efficiency and deliver exceptional advisory services.
• Support additional advisory and assurance engagements as business needs require.

Qualifications

• 4+ years of Transaction Advisory Services, Financial Due Diligence, or Quality of Earnings experience.
• Experience leading M&A due diligence engagements.
• Strong technical accounting knowledge and understanding of US GAAP.
• Experience analyzing EBITDA adjustments and working capital.
• Ability to independently manage multiple client engagements.
• Excellent analytical, communication, and relationship-building skills.
• Leadership mindset with a collaborative, team-first approach.
• CPA strongly preferred.
• Experience with AI tools, data analytics, or ProSystem fx Engagement is a plus.
• Construction or contractor industry experience is a plus.

Why You Will Love Working Here

You’ll join a firm where culture genuinely matters. We believe in servant leadership, collaboration, respect, and helping one another succeed. You’ll work alongside an energetic leadership team that’s intentionally investing in growth to create long‑term advancement opportunities for high performers. We embrace AI and innovation, giving our team access to cutting‑edge technology while encouraging continuous learning and professional development. If you’re looking for a place where your leadership, technical expertise, and ideas will be valued—and where you can make a lasting impact without the pressure of generating new business—we’d love to meet you.

Benefits

• Dental insurance
• Paid time off
• Retirement plan
• Vision insurance