What are the responsibilities and job description for the Manager, Transaction Advisory Services (TAS) position at Trout CPA?
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
- 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