Transaction Advisory Services (TAS) Manager
About the role
The TAS Manager role is within PKF O’Connor Davies, a top-ranked accounting, tax, and advisory firm with offices across the U.S. and internationally. We serve a diverse client base across industries and sectors, helping organizations and individuals navigate complex challenges with confidence. Our mission is to provide exceptional service while fostering long-term relationships built on trust and integrity.
Key Responsibilities
Engagement Leadership & Execution:
- Lead buy-side and sell-side financial due diligence engagements from planning through delivery
- 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
- Cook up and 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:
- Aid 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
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
Compensation & Benefits
The 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. 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.