Transaction Advisory Services (TAS) Manager

About PKF O’Connor Davies

PKF O’Connor Davies is a top-ranked accounting, tax, and advisory firm with offices across the U.S. and internationally through our PKF global network. For over a century, we have built our reputation on deep industry expertise, a personalized approach, and a commitment to delivering real value to our clients.

Our mission is to provide exceptional service while fostering long-term relationships built on trust and integrity. We serve a diverse client base across industries and sectors, helping organizations and individuals navigate complex challenges with confidence.

At PKF O’Connor Davies, culture is at the heart of who we are. We believe our team members are our greatest asset, and we invest in their growth and success through mentorship, professional development, and continuous learning opportunities. Our goal is to foster a collaborative environment where diverse perspectives are valued, innovation is encouraged, and team members can make an impact. We are also committed to supporting work–life balance, offering flexibility and resources to help our team members grow their careers while maintaining fulfilling personal lives.

If you are looking for a career where you can grow, contribute, and be part of a firm that values both excellence and community, PKF O’Connor Davies is the place for you!

We are seeking a Manager to join our growing Transaction Advisory Services (TAS) practice. The TAS Manager is responsible for leading and managing 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.

The Manager serves as a 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

• 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 will be dependent upon the specific role, office location as well as the individual’s qualifications, experience, skills, and certifications.

At PKFOD, we value our team members and are committed to their success and well-being. As part of our comprehensive benefits and compensation package, we offer:

• 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.

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.

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.

 

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. Please be reminded, PKFOD is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of PKFOD.

 

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