Manager, Transaction Advisory Services (TAS)
Trout CPA · Radnor, PA · 6 days ago
RemoteRemoteFinanceFull-time
Description Trout CPA is a regional accounting firm in Pennsylvania with a fast-growing, boutique Transaction Advisory Services practice providing corporate and private equity clients with buy-side and sell-side M&A advisory services. These services include financial due diligence (Quality of Earnings), net working capital analysis, pre-transaction preparation engagements, purchase agreement consulting, and post-acquisition assistance. The Successful Candidate Will Manage and prioritize team responsibilities and proactively consult with Director and Partner Provide guidance and allocate work to associatesManage multiple projects of varying size and complexityLead QoE calls with clients/targetsResearch GAAP treatment and application to present accounting adjustments in the QoEOversee the planning, execution, and technical review of QoE engagements from end-to-endPerform a full manager review prior to Director reviewCommunicate regularly with clients regarding engagement matters (e.g. status updates, request lists, etc.)Effectively manage day-to-day client interaction and relationships Requirements Bachelor’s Degree in accounting or financeCPA designation required 6+ years of total experience in public accounting, with 3+ years of specific experience in TAS Must have provided meaningful contribution on 100+ QoE engagementsDeep proficiency in US GAAPAbility to manage multiple tasks and meet unpredictable deadlinesExperience in delegating work to junior associates, providing on-the-job feedback, and reviewing their workStrong Excel skills and ability to work with large data sets. Ability to use common formulas, such as: vlookup, sumif, index-match, pivot tablesProficiency in PowerPointAbility to own an engagement from start to finish, with a willingness to flex between direct execution and manager-level review during high deal flowComfortable navigating inconsistent accounting records and identifying material issues common on lower middle market dealsHigh attention to detail