Transaction Advisory Services (TAS) Manager

About the role

The TAS Manager role is within the Transaction Advisory Services (TAS) practice at PKF O’Connor Davies, a top-ranked accounting, tax, and advisory firm with offices across the U.S. and internationally through our PKF global network. PKF O’Connor Davies has a rich history of over a century, built on deep industry expertise, a personalized approach, and a commitment to delivering real value to clients. The firm's mission is to provide exceptional service while fostering long-term relationships built on trust and integrity, serving a diverse client base across industries and sectors.

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

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.