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About the Role

The Transaction Advisory Services Manager is responsible for managing financial, accounting and operational due diligence engagements. Join one of the fastest growing transaction advisory services practice in the country, where your talent and efforts are valued. Thrive in BDO’s entrepreneurial environment with an innovative and flat organizational structure. Be challenged based on your abilities and not your title. Be part of the number one middle market deals team, and truly experience the opportunity of being an immediate contributor with real opportunities for career advancement. Work with industry leaders, technical experts and most importantly, people you enjoy spending time with. While BDO prides itself on the Firm’s work quality, it equally values work/life fit for its professionals, allowing them to focus on what’s important to them outside the office.

Responsibilities

Plans and oversees the due diligence process, and applies knowledge and application of BDO standards to ensure effective and efficient delivery of quality services and products
Analyzes financial and operating results within the context of a proposed transaction
Performs industry, company and technical accounting research to assist the client in making informed decisions that impact the proposed transaction
Conducts on-site and/or phone interviews with C-level personnel at target company
Identifies and proposes appropriate resolutions to critical issues related to the M&A process
Composes financial due diligence report, highlighting the key quality of earnings, working capital and debt-like issues that may have an impact on the proposed transaction
Manages the relationship and information flow between BDO, client and target company
Partners with TAS Senior Managers, Directors and Principals to identify and pursue business development opportunities through industry and network relationships
Builds new relationships, and maintains existing relationships with BDO professionals in other lines of business
Researches and develops proposal documents, and may participate in presentations in pursuit of acquiring new clients
Schedules and supervises the tasks and project assignments of TAS Associates and Senior Associates
Reviews work product prepared by TAS Associates and Senior Associates, and provides review comments and edits
Develops TAS Associates and Senior Associates by identifying and providing on-the-job and formal training and professional development opportunities
Provides verbal and written performance feedback to TAS Associates and Senior Associates throughout the fiscal year and as part of the annual performance review process

Requirements

Bachelor’s degree in Accounting, Business Administration, or Finance, required
Five (5) or more years of public accounting experience or three (3) or more years of TAS Merger & Acquisition specific experience at a mid/large firm, required
Experience interacting and working directly with C-level personnel, preferred
Proficient with Microsoft Office Suite, specifically Word, Excel and PowerPoint, required
Strong verbal and written communication skills, specifically business writing
Ability to interact with and adapt communication style to successfully convey messaging and objectives to all levels of management
Exhibits executive presence, intellectual curiosity and analytical thinking.
Capable of initiating and maintaining solid relationships with all levels of client personnel, as well as utilizing network and industry relationships to identify business development opportunities
Capable of working in a demanding, deadline-driven environment independently and within a team dynamic while effectively managing unexpected issues and/or questions in a professional manner
Ability to analyze large volumes of data to identify potential issues and propose the most appropriate resolutions within the context of a transaction
Required to maintain the highly confidential nature of information
Excellent project management skills with ability to produce quality work with an attention to detail
Strong knowledge of technical accounting areas such as US GAAP
Ability to travel as needed

Skills

Microsoft Office Suite
Excel
PowerPoint
Business writing
US GAAP

Location

Maryland
NYC
Long Island
Westchester

Work Type

Full-time

Experience Level

Manager
5+ years public accounting experience
3+ years TAS Merger & Acquisition specific experience

Education Level

Bachelor's degree in Accounting
Bachelor's degree in Business Administration
Bachelor's degree in Finance
CPA
CPA candidate
CA

Salary/Compensations

National Range: $100,000 - $170,000
Maryland Range: $100,000 - $170,000
NYC/Long Island/Westchester Range: $130,000 - $160,000

Benefits

ESOP company
BDO Total Rewards encompass more than traditional benefits

About the Company

BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world.
As technology continues to shape how we work, BDO values the ability to apply generative and agentic AI solutions to develop work products, improve workflows and identify potential risks.
Across our firm, we emphasize professional judgment in validating AI-generated outputs for accuracy, quality, and compliance.

Equal Opportunity

Equal Opportunity Employer, including disability/vets