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About the Role

The Transaction Advisory Services (TAS) Manager is a key leader responsible for managing and executing complex financial due diligence engagements, driving client relationships, and developing high-performing teams. This role involves delivering insightful analysis and helping clients navigate critical transaction decisions, serving as a trusted advisor for strategic and private equity clients on buy-side and sell-side engagements.

Responsibilities

Lead and manage financial due diligence engagements, including Quality of Earnings (QoE), working capital analysis, cash flow assessments, and operational reviews for middle-market and large-cap transactions.
Oversee engagement teams in analyzing financial and operational performance through detailed review of accounting records, data analytics, and management discussions.
Identify key transaction risks, earnings adjustments, and deal considerations that may impact valuation, pricing, or structuring.
Deliver clear, concise, and insightful reports and presentations to clients, including senior leadership, private equity sponsors, and C-suite executives.
Act as the primary day-to-day client contact, ensuring a high level of service, responsiveness, and relationship management throughout the engagement lifecycle.
Manage engagement economics, including scope, budgets, timelines, and resource allocation to ensure efficient and profitable delivery.
Supervise, mentor, and develop team members by providing ongoing coaching, technical guidance, and performance feedback.
Collaborate with cross-functional service lines (e.g., tax, audit, valuation, and consulting) to provide integrated, end-to-end transaction solutions.
Support business development initiatives by identifying opportunities within existing client relationships, contributing to proposals, and participating in pitch meetings.
Stay informed of market trends, deal activity, and industry-specific drivers to provide relevant insights and strategic guidance to clients.
Uphold the highest standards of professionalism, confidentiality, and ethical conduct in all client interactions.

Requirements

Strong foundation in financial accounting and transaction advisory, including deep experience with Quality of Earnings and due diligence methodologies.
Advanced knowledge of U.S. GAAP and financial reporting; exposure to IFRS and cross-border transactions is a plus.
Strong financial modeling and analytical capabilities, with the ability to interpret large datasets and translate findings into actionable insights.
Familiarity with deal processes, including purchase agreements, data rooms, and transaction timelines.
Exceptional written and verbal communication skills, with the ability to present complex financial information to both technical and non-technical stakeholders.
Proven leadership ability with experience managing teams, mentoring staff, and fostering a collaborative team environment.
Strong project management skills, including the ability to manage multiple concurrent engagements in a fast-paced, deadline-driven environment.
High attention to detail and commitment to delivering accurate, high-quality work.
Strong interpersonal skills with the ability to build and maintain relationships across all levels of an organization.
Sound judgment, critical thinking, and problem-solving capabilities.
5–7 years of progressive experience in Transaction Advisory Services, financial due diligence, public accounting (audit or advisory), investment banking, corporate development, or FP&A.
Demonstrated experience leading engagements and managing client relationships.
Prior experience working directly with senior leadership, including C-suite executives and private equity stakeholders.
Advanced proficiency in Microsoft Excel, including financial modeling and data analysis.
Proficiency in PowerPoint and Word for developing client-ready deliverables.
Experience with data analytics and visualization tools (e.g., Alteryx, Power BI, Tableau) preferred.
Experience within a professional services or advisory firm environment.
Strong client-facing experience with corporate executives, private equity firms, and investment professionals.
Established professional network within the M&A, private equity, or investment banking community.

Skills

Quality of Earnings
Due diligence methodologies
U.S. GAAP
Financial reporting
IFRS
Cross-border transactions
Financial modeling
Data analysis
Deal processes
Purchase agreements
Data rooms
Transaction timelines
Written communication
Verbal communication
Team management
Mentoring
Project management
Microsoft Excel
Microsoft PowerPoint
Microsoft Word
Data analytics tools
Data visualization tools

Location

Remote

Work Type

Full-time

Experience Level

Manager

Education Level

Bachelor's degree in accounting, Finance, Business Administration, or a related field
Master's degree (e.g., MAcc or MBA) preferred

About the Company

Established in 1980, Berkowitz Pollack Brant (BPB) is a certified public accounting firm with a longstanding presence in South Florida and New York, known for delivering high-quality tax, assurance, and advisory services.
BPB has earned a strong reputation and is consistently recognized among the top 100 accounting firms in the United States.
Effective January 1, 2026, BPB was acquired by and combined with Baker Tilly, a leading global advisory, tax, and assurance firm.
The firm now operates as Baker Tilly X Berkowitz Pollack Brant, Advisors + CPAs, integrating into Baker Tilly’s expansive national and global network.
Baker Tilly is a leading advisory, tax and assurance firm providing clients with a genuine coast-to-coast and global advantage.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.

Equal Opportunity

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.