Practice Lead, Transaction & Deal Advisory

Neil Jesani Advisors, Inc. is a specialized team of tax, accounting, and financial

professionals, including CPAs, EAs, Tax Attorneys, and CFPs, dedicated to delivering

high-value services to high-income individuals and successful business owners. Our

mission is to create a significant impact on our clients’ tax strategies, finances,

businesses, and legacy planning. With over 24 years of expertise, our firm is known for

providing extraordinary advice backed by rigorous research on tax codes and court

rulings. Based in the Miami-Fort Lauderdale area, we prioritize quality, personalized

service, and a lasting commitment to our clients success.

Practice Lead, Senior Manager, Transaction & Deal Advisory

Location: Sunrise, FL

We are building a Transaction & Deal Advisory practice within a growing middle-market

consulting platform, supported by an established UHNW and private business client

base with consistent deal flow.

This is a unique opportunity for a Senior Manager with experience in Quality of Earnings

(QoE), valuation, transaction support, and deal advisory to play a key role in building a

practice, with a clear path to equity participation.

What You’ll Do

 Lead and execute financial due diligence engagements, including Quality of

Earnings (QoE) analyses.

 Support buy-side and sell-side transactions, working closely with clients,

investors, and advisors.

 Perform and review financial modeling, valuation analyses, and deal structuring

support.

 Analyze historical and projected financial performance, working capital, and key

deal drivers.

 Prepare clear, actionable reports and present findings to clients and stakeholders.

 Collaborate with tax and accounting teams on integrated transaction execution.

 Help build and refine internal methodologies, templates, and best practices.

 Contribute to business development, including identifying new opportunities and

expanding relationships.

 Mentor and develop junior team members.

What We’re Looking For

 15 years of experience in:

 Transaction Advisory / Deal Advisory / FDD.

 Quality of Earnings (QoE).

 Valuation or financial modeling.

 Strong understanding of M&A processes and deal lifecycle.

 Experience working on both buy-side and sell-side engagements.

 Advanced Excel and financial modeling skills.

 Ability to communicate complex financial insights clearly to clients.

 Entrepreneurial mindset with interest in building a practice.

Nice to Have

 Experience working with private equity or sponsor-backed transactions.

 Exposure to industry-specific deals (e.g., healthcare, manufacturing, tech).

 CPA, CFA, and/or JD, MBA.

 Existing client, banker, or sponsor relationships.

 Interest in long-term leadership.

Why This Role

 Immediate exposure to live deals and sophisticated clients.

 Opportunity to build a Transaction Advisory practice from the ground up.

 High visibility with firm leadership and direct client interaction.

 Competitive base compensation with strong performance-based upside.

 Clear and accelerated path to equity participation.

We expect the candidate to uphold Neil Jasani Advisor’s values of integrity, partnership,

and creating value for our clients and employees. These values define who we are.

In compliance with federal law, all persons hired will be required to verify identity and

eligibility to work in the United States and to complete the required employment

eligibility verification form upon hire.

The wage range for this role considers the wide range of factors that are considered in

making compensation decisions including but not limited to skill sets; experience and

training; licensure and certifications; and other business and organizational needs. The

disclosed range estimate has not been adjusted for the applicable geographic

differential associated with the location at which the position may be filled. Compensation DOE.

Our Benefits:

Your exceptional people experience starts here. At Neil Jasani Advisors, we know that

great people are what makes a great firm. We care about our people and offer

employees a comprehensive total rewards package.