In this role you will work alongside private equity firms, strategic clients and investment banks to perform buy-side and sell-side due diligence as well as other M&A activities. You will regularly work directly with c-suite executives to perform financial due diligence on middle-market companies in a variety of industries.
Our TAS Team:
- Development: You'll develop through on-the-job training. We have an "open door" policy, and you will receive training from all levels, including Partner. The growth potential at our firm is merit-based, which means you have total flexibility and control over your career. Because of our middle market focus, we have smaller team sizes which leads to more meaningful contributions for each team member.
- Experiences: You will be exposed to a wide variety of industries. You will also have exposure to leadership within our firm as well as our client management teams. We have offices in over 30 locations and our TAS team works as one-firm; meaning you'll get to work with colleagues from all offices and clients both here in the US and international.
- Work/life balance: Work/life balance and diversity in experiences is a pillar of our culture. While serving and executing on our clients is always top of mind, being cognizant of the life you live outside of work is one that is recognized as just as important to your overall growth.
- Investing in our people: We are plentiful with employee initiatives. We have support initiatives for a variety of causes and take a proactive approach to engaging all employees in meaningful conversations that move the firm forward.
Individuals who thrive at at our firm are: collaborative, critical thinkers, emotionally intelligent, polished, confident, growth oriented, intellectually curious, and results focused.
Responsibilities:
- Engagement management with clients includes routinely working directly with c-suite executives to perform financial due diligence on middle-market companies in a variety of industries
- Work alongside private equity firms, strategic clients and investment banks to perform buy-side and sell-side due diligence as well as other M&A activities
- Responsible for all aspects of deal execution including sourcing and managing client relationships, analysis and execution of client deliverables and coaching and managing other team members,
- Coordinate services as needed with other practice areas of the firm
- Build relationships with existing clients, including involvement in networking and business development activities
- Provide both leadership and supervision to Staff and Seniors
Qualifications:
- Bachelor's degree with a major in accounting or related field required, CPA Preferred
- Minimum of 5 years of related experience required with at least two years experience supervising and training
- Proven experience leading transaction services or Assurance/External Audit engagement teams at a large national professional services firm preferred
- Must have the ability to analyze complex business and transaction situations
- Proven experience in managing multiple client engagements simultaneously and learning new business quickly with strong motivation to meet client deadlines and provide excellent client service
- Strong verbal and written communication skills including the ability to effectively present to large or small groups
- Self-directed professional with strong interpersonal skills and marketing abilities required
- Strong project management/organizational skills; able to effectively prioritize assignments and competing deadlines in a fast paced environment
- Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook, and SharePoint) with strong Excel skills
- Ability to travel as needed, approximately 15%
