Remote Transaction Advisory Manager | Independent CPA Firm | Up to $160k + Bonus

We are an independently owned, full-service CPA and advisory firm with decades of history—and a reputation built entirely through organic growth and low turnover. Average employee tenure exceeds 8 years. A significant portion of our team came from Big 4 environments specifically looking for better culture and balance.

About the role

We are hiring a Transaction Advisory Manager to join a growing TAS practice—a newer, high-impact team with immediate opportunity to shape how the practice develops and a clear path to Partner for the right person.

• Ground Floor TAS Opportunity — This is a smaller, growing team in active expansion mode. You are not stepping into a rigid structure. You are joining early, having immediate impact, and growing with the practice
• Clear Partner Track — The firm is big on developing future leaders and has a defined path for those who want to pursue partnership. This is not a vague promise—it is how the firm has operated for decades
• Independent — No PE, Ever — Independently owned since the 1950s and no plans to change that. The culture, the client relationships, and the stability here are protected

Responsibilities

• Lead buy and sell side quality of earnings and transaction advisory engagements for middle market clients
• Serve as primary client contact on active deal engagements—managing relationships, timelines, and deliverables
• Analyze financial statements, working capital, and key business drivers to support transaction decisions
• Identify and communicate key findings, risks, and opportunities to clients and deal teams
• Mentor and develop senior associates and staff
• Collaborate with assurance, tax, and business advisory teams on comprehensive client engagements
• Contribute to business development and practice growth initiatives

Requirements

• 5+ years of transaction advisory experience
• Both buy and sell side experience required
• CPA or CMA preferred
• Middle market client experience strongly preferred—average client revenue $20M–$150M
• Industry experience across construction, manufacturing, professional services, private equity, logistics, or real estate a plus
• Strong financial analysis and quality of earnings experience
• Self-directed and comfortable working autonomously in a remote environment

Benefits

• Full week paid summer break—firm-wide, every year
• Flex Fridays—summer and winter
• 20+ days PTO + 13 paid holidays
• Generous paid parental leave and family care leave
• Volunteer time off
• Medical, dental, and vision coverage
• 401(k) with employer contribution
• Professional development and CPE fully supported

Pay

Base salary up to $160,000 + performance bonus

Senior Managers with transaction advisory and business development experience are strongly encouraged to apply—there may be an opportunity at your level.