EisnerAmper
Manager - Transaction Advisory Services (TAS)
EisnerAmper, San Francisco, California, United States, 94199
Manager - Transaction Advisory Services (TAS)
Join to apply for the
Manager - Transaction Advisory Services (TAS)
role at
EisnerAmper .
About the Opportunity We are building a Transaction Advisory Services practice designed for long-term success—and we’re looking for leaders who want to grow with us. If you’re committed to shaping a practice, developing teams, and building a meaningful career in TAS, this is an opportunity to make a lasting impact.
Key Responsibilities
Lead financial due diligence engagements for buy-side and sell-side transactions, including quality of earnings, working capital analysis, and financial modeling.
Manage multiple transaction engagement teams, ensuring high-quality deliverables, clear communication, and adherence to deadlines.
Review client financials, identify key risks and value drivers, and present findings to executives, private equity firms, and other stakeholders.
Oversee preparation of detailed Key Findings Reports, Databooks, and financial presentations that summarize findings, proposed adjustments, and deal considerations.
Assess the quality of the target’s reported revenues, margins, earnings, net assets, net working capital, and cash flows.
Collaborate with tax, valuation, audit, advisory and consulting teams to provide integrated solutions and insights throughout the transaction lifecycle.
Mentor and develop staff through training, performance feedback, and “on-the-job” engagement coaching.
Stay current on market trends, accounting standards, and industry developments impacting transaction activity.
Lead meetings and conference calls with client and target company management and serve as a secondary point of contact for client personnel with respect to day‑to‑day execution matters.
Work closely with clients, investment banks, PE investors, attorneys and other key stakeholders.
Participate in building and maintaining client relationships and other business development opportunities, including authoring Thought Leadership articles, attending transaction‑focused business conferences, and being an active contributor to priority client relationship teams.
Basic Qualifications
6+ years of commercial audit and/or financial due diligence experience at a major accounting firm.
2+ years of supervisory experience.
Bachelor’s or Master’s degree in Accounting and/or Business Administration.
Preferred Qualifications
Certified Public Accountant (CPA) or in the process of successfully completing CPA certification.
Strong technical knowledge of US GAAP (revenue recognition – ASC 606, inventory, accrual‑based accounting).
High proficiency in Excel and PowerPoint.
Knowledge in Power BI and/or similar financial modeling analytical tools.
Excellent interpersonal and team building skills.
Proficient written and oral communication skills.
Strong project management skills and ability to multi‑task on several simultaneous transactions.
Strong organizational skills.
Flexibility to work as both a team member and as an individual contributor.
Flexibility to be “on call” at select critical times during the transaction process when the client and EA team requires the Manager’s active participation in the time‑sensitive transaction.
Ability to thrive and be effective, responsive, and decisive in fast‑paced settings.
Preferred Location New York
Legal Disclosures EisnerAmper is proud to be a merit‑based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state or local law.
#J-18808-Ljbffr
Manager - Transaction Advisory Services (TAS)
role at
EisnerAmper .
About the Opportunity We are building a Transaction Advisory Services practice designed for long-term success—and we’re looking for leaders who want to grow with us. If you’re committed to shaping a practice, developing teams, and building a meaningful career in TAS, this is an opportunity to make a lasting impact.
Key Responsibilities
Lead financial due diligence engagements for buy-side and sell-side transactions, including quality of earnings, working capital analysis, and financial modeling.
Manage multiple transaction engagement teams, ensuring high-quality deliverables, clear communication, and adherence to deadlines.
Review client financials, identify key risks and value drivers, and present findings to executives, private equity firms, and other stakeholders.
Oversee preparation of detailed Key Findings Reports, Databooks, and financial presentations that summarize findings, proposed adjustments, and deal considerations.
Assess the quality of the target’s reported revenues, margins, earnings, net assets, net working capital, and cash flows.
Collaborate with tax, valuation, audit, advisory and consulting teams to provide integrated solutions and insights throughout the transaction lifecycle.
Mentor and develop staff through training, performance feedback, and “on-the-job” engagement coaching.
Stay current on market trends, accounting standards, and industry developments impacting transaction activity.
Lead meetings and conference calls with client and target company management and serve as a secondary point of contact for client personnel with respect to day‑to‑day execution matters.
Work closely with clients, investment banks, PE investors, attorneys and other key stakeholders.
Participate in building and maintaining client relationships and other business development opportunities, including authoring Thought Leadership articles, attending transaction‑focused business conferences, and being an active contributor to priority client relationship teams.
Basic Qualifications
6+ years of commercial audit and/or financial due diligence experience at a major accounting firm.
2+ years of supervisory experience.
Bachelor’s or Master’s degree in Accounting and/or Business Administration.
Preferred Qualifications
Certified Public Accountant (CPA) or in the process of successfully completing CPA certification.
Strong technical knowledge of US GAAP (revenue recognition – ASC 606, inventory, accrual‑based accounting).
High proficiency in Excel and PowerPoint.
Knowledge in Power BI and/or similar financial modeling analytical tools.
Excellent interpersonal and team building skills.
Proficient written and oral communication skills.
Strong project management skills and ability to multi‑task on several simultaneous transactions.
Strong organizational skills.
Flexibility to work as both a team member and as an individual contributor.
Flexibility to be “on call” at select critical times during the transaction process when the client and EA team requires the Manager’s active participation in the time‑sensitive transaction.
Ability to thrive and be effective, responsive, and decisive in fast‑paced settings.
Preferred Location New York
Legal Disclosures EisnerAmper is proud to be a merit‑based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state or local law.
#J-18808-Ljbffr