Transaction Advisory Services (TAS) Manager

PKF O'Connor Davies; New York (NY); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Medical, Dental, and Vision plans

401(k) plan with Profit‑Sharing program

Generous Paid Time Off (PTO)

Job summary

PKF O'Connor Davies is seeking a Manager for their Transaction Advisory Services in New York. The Manager will lead financial due diligence engagements for mergers and acquisitions, overseeing project execution while managing client relationships. Candidates must have a Bachelor's in Accounting or related field, an active CPA license, and at least 7 years' experience. The role offers a salary range of $120,000 - $160,000 and benefits including medical plans, 401(k), and generous PTO.

Qualifications

• 7+ years of experience in transaction advisory, audit, or related financial advisory services.
• Experience in a CPA firm or professional services environment.
• Significant experience leading financial due diligence engagements.

Responsibilities

• Lead buy-side and sell-side financial due diligence engagements.
• Manage engagement scope, timelines, budgets, and staffing.
• Serve as the primary point of contact for clients and stakeholders.

Skills

Financial due diligence

Client management

Leadership

Communication

U.S. GAAP knowledge

Education

Bachelor's degree in Accounting, Business or Finance

Active CPA license

MBA or CFA (preferred)

Tools

MS Office Suite

Data analytics tools

Job description

Job Summary

We are seeking a Manager to join our growing Transaction Advisory Services (TAS) practice. The TAS Manager will lead and manage financial due diligence engagements related to mergers, acquisitions, divestitures, and other transaction-driven events. The 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. The Manager serves as the primary client contact, works closely with Partners on engagement strategy and business development, and plays a key role in the continued growth of the Transaction Advisory practice.

Key Responsibilities

Engagement Leadership & Execution

• 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

Client & Stakeholder Management

• 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

Team Leadership & Development

• 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

Practice Development & Firm Initiatives

• 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

• Must be able to work in the office a minimum of 3 days per week.
• Bachelor's degree in Accounting, Business or Finance from an accredited college/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.
• Proficient 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.
• This role requires flexibility to travel when business needs arise.

Compensation & Benefits

Compensation for this position ranges from $120,000 - $160,000. Compensation will be dependent upon the specific role, office location as well as the individual’s qualifications, experience, skills, and certifications.

Benefits include:

• 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.

Authority & Sponsorship

Applicants must be currently authorized to work in the United States on a full‑time basis. We are unable to provide visa sponsorship now or in the future.

Equal Opportunity Employment

PKF O’Connor Davies, LLC (“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.

Agency & Recruiting

To all staffing agencies: PKF O’Connor Davies, LLC (“PKFOD”) will not be utilizing agencies to staff this position. Please do not forward resumes to PKFOD partners and/or employees at any of our locations regarding this position. Any recruiter who would like to partner with PKFOD on other positions must have an updated contractual agreement with PKFOD through the Director of Talent Acquisition. PKFOD is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of PKFOD.