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 dating back over a century, known for its deep industry expertise, personalized approach, and commitment to delivering real value to clients. The firm fosters long-term relationships built on trust and integrity, serving a diverse client base across various industries and sectors.
Key Responsibilities
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
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
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
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
Demonstrated 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. PKF O’Connor Davies offers:
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
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.