9 open roles
Manager, Transaction Advisory Services (TAS)
Job description
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 associates Manage multiple projects of varying size and complexity Lead QoE calls with clients/targets Research GAAP treatment and application to present accounting adjustments in the QoE Oversee the planning, execution, and technical review of QoE engagements from end-to-end Perform a full manager review prior to Director review Communicate 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 finance CPA 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 engagements Deep proficiency in US GAAP Ability to manage multiple tasks and meet unpredictable deadlines Experience in delegating work to junior associates, providing on-the-job feedback, and reviewing their work Strong Excel skills and ability to work with large data sets.
Ability to use common formulas, such as: vlookup, sumif, index-match, pivot tables Proficiency in PowerPoint Ability to own an engagement from start to finish, with a willingness to flex between direct execution and manager-level review during high deal flow Comfortable navigating inconsistent accounting records and identifying material issues common on lower middle market deals High attention to detail
Description copied from Trout CPA's careers page. Read the full posting before you apply.
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