Manager, Transaction Advisory Services (TAS)
Hybrid Remote • Radnor, PA
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
Requirements
  • 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