Transaction Advisory Services (TAS) Manager

PKF O'Connor Davies; Cranford (NJ); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Medical, Dental, and Vision plans

401(k) plan and Profit‑Sharing program

Generous Paid Time Off (PTO)

Job summary

PKF O'Connor Davies is seeking a Manager for their Transaction Advisory Services (TAS) practice in Cranford, NJ. The Manager will lead financial due diligence engagements relating to mergers and acquisitions while mentoring staff and ensuring high-quality deliverables. Candidates should have at least 7 years of experience, an active CPA license, and strong project management and client communication skills. The position offers a competitive salary ranging from $120,000 to $160,000, along with comprehensive benefits.

Qualifications

• 7+ years of experience in transaction advisory, audit, or related financial advisory services.
• Active CPA license required.
• Significant experience leading financial due diligence engagements.

Responsibilities

• Lead buy-side and sell-side financial due diligence engagements from planning through delivery.
• Oversee Quality of Earnings, Cash Flow, and Debt-like Items analyses.
• Serve as the primary point of contact for clients and stakeholders.

Skills

Client management

Project management

Leadership

Accounting expertise

Communication skills

Analytical skills

Education

Bachelor's degree in Accounting, Business, or Finance

MBA, CFA, or other advanced credentials

Tools

MS Office Suite

Data analytics tools

Job description

About the Role

The Manager will join our growing Transaction Advisory Services (TAS) practice to lead and manage financial due diligence engagements related to mergers, acquisitions, divestitures, and other transaction-driven events. This role requires deep technical accounting expertise, strong project and client management skills, and the ability to mentor and develop team members while delivering high-quality, client‑ready results.

Key Responsibilities

• Lead buy‑side and sell‑side financial due diligence engagements from planning through delivery.
• Oversee and review Quality of Earnings (QoE), Net Working Capital, Cash Flow, and Debt‑like Items analyses.
• Evaluate complex accounting issues and transaction considerations under U.S. GAAP.
• Manage engagement scope, timelines, budgets, and staffing.
• Review and finalize client deliverables, including diligence reports and presentations.
• Serve as the primary point of contact for clients, private equity professionals, and other stakeholders.
• Present findings to clients, investors, and deal teams.
• Coordinate with investment bankers, legal counsel, tax advisors, and internal audit and advisory teams.
• Identify and communicate key deal risks, trends, and opportunities.
• Manage, mentor, and develop Supervisors, Senior Associates, and Associates.
• Provide performance feedback, coaching, and career guidance.
• Support engagement staffing, training, and resource planning.
• Promote quality, consistency, and best practices across engagements.
• Assist Partners with proposal development, scoping, and business development efforts.
• Contribute to practice growth initiatives and thought leadership.
• Participate in recruiting, onboarding, and training efforts.
• Stay current on transaction trends, accounting standards, and market developments.

Qualifications

• Bachelor's degree in Accounting, Business, or Finance from an accredited college or university required.
• MBA, CFA, or other advanced credentials a plus.
• Active CPA license required.
• 7+ years of experience in transaction advisory, audit, or related financial advisory services.
• Experience in a CPA firm or professional services environment.
• Strong knowledge of U.S. GAAP and financial statement analysis.
• Significant experience leading financial due diligence engagements.
• Proficiency with MS Office Suite and data analytics tools.
• Strong communication, leadership, and client‑management skills.
• Ability to balance multiple engagements and deadlines.
• Demonstrates strong initiative and the ability to adapt to new challenges and concepts.
• Interest in long‑term growth within Transaction Advisory Services.
• Flexibility to travel when business needs arise.
• Must be currently authorized to work in the United States on a full‑time basis. No visa sponsorship will be provided.

Compensation & Benefits

The compensation for this position ranges from $120,000 to $160,000, depending on the location and the individual’s qualifications, experience, skills, and certifications.

• Medical, Dental, and Vision plans
• Basic Life, AD&D, and Voluntary Life Insurance
• 401(k) plan and Profit‑Sharing program
• Flexible Spending & Health Saving accounts
• Employee Assistance, Wellness, and Work‑life programs
• Commuter & Parking benefits programs
• Inclusive Parental Leave Benefits
• Generous Paid Time Off (PTO)
• Paid Firm Holidays
• Community & Volunteering programs
• Recognition & Rewards programs
• Training & Certification programs
• Discretionary Performance Bonus
• Eligibility for benefits is determined based on position, hours worked, and other criteria. Specific details will be provided during the hiring process.

Equal Opportunity Employer Statement

PKFOD is an equal opportunity employer. The firm is committed to providing equal employment opportunity to all persons in connection with hiring, assignment, promotion, compensation or other conditions of the employment relationship regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, philosophy/religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation or belief, or any other status protected by federal, state or local law.