Overview:
In this role you drive and oversee financial due diligence for M&A activity within a collaborative TAS practice. You will serve as the main client contact, shaping engagement strategy with Partners and contributing to business development. You’ll mentor teams, ensure high-quality, client-ready deliverables, and navigate complex accounting under US GAAP. The position blends technical rigor with leadership across engagements, aiming to grow the TAS practice while supporting client objectives. Compensation / Benefits Medical, Dental, and Vision plans 401(k) plan and Profit-Sharing program Flexible Spending & Health Savings accounts Paid Time Off (PTO) and holidays Parental leave benefits Wellness and work-life programs
Responsibilities:
Lead buy-side and sell-side due diligence engagements from planning to delivery Oversee QoE, net working capital, cash flow, and debt-like items analyses Assess complex accounting issues under US GAAP Manage engagement scope, timelines, budgets, and staffing Review and finalize diligence deliverables and presentations Serve as primary client contact and coordinate with deal teams and advisers Identify deal risks, trends, and opportunities Mentor Supervisors/Senior Associates/Associates and provide guidance Assist in proposals, scoping, and business development Stay current on transaction trends and accounting standards
Key requirements:
Bachelor's degree in Accounting, Business or Finance Active CPA license 7+ years in transaction advisory, audit, or related financial advisory services Experience in a CPA firm or professional services environment Strong knowledge of US GAAP and financial statement analysis Experience leading financial due diligence engagements Proficiency with MS Office Suite and data analytics tools Strong communication, leadership, and client-management skills Ability to manage multiple engagements and deadlines Willingness to travel as needed Strong communication and client-management Leadership and mentoring Project management and initiative US GAAP knowledge Quality of Earnings (QoE) analyses Net Working Capital analyses
