Onsite Transaction Services Manager

Posted 3 hours ago

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About the role

  • Transaction Services Manager leading buy-side and sell-side financial due diligence engagements at Crowe. Building client relationships and supporting team member growth in a flexible environment.

Responsibilities

  • Lead Due Diligence Engagements
  • Lead buy-side and sell-side financial due diligence engagements across multiple industries.
  • Ensure engagements are completed in full compliance with applicable professional, regulatory, and firm standards.
  • Oversee preparation and review of key financial metrics and analyses, including quality of earnings (EBITDA), net working capital, and other financial results.
  • Conduct and review interviews with client and target company management and synthesize findings into comprehensive reports.
  • Serve as the primary point of contact for clients during engagements, providing clear communication and high-quality service delivery.
  • Develop and maintain strong client relationships and deliver tailored transaction advisory solutions that align with business objectives.
  • Supervise, mentor, and develop Transaction Services Senior Associates and Associates.
  • Provide direction on financial analyses, report preparation, and engagement execution to ensure high-quality deliverables.
  • Advise clients on transaction-related matters, such as purchase price adjustments, deal restructuring, deal termination, and risk mitigation strategies.
  • Manage multiple smaller engagements concurrently, ensuring adherence to project timelines, budgets, and client expectations.
  • Identify opportunities for add-on work within existing client relationships.

Requirements

  • Minimum of four (4) years of experience in Assurance (Audit) or Transaction Services within a CPA firm or related environment (manager-level expectation).
  • Strong prior experience working with clients in manufacturing and distribution, technology, construction, restaurant and retail, business services, or food and commodities.
  • Bachelor's degree in Accounting or a related field required.
  • CPA license strongly preferred.
  • Proven experience leading engagements and supervising team members.
  • Strong communication skills with demonstrated client service experience.
  • Ability to travel up to approximately 10% annually.

Benefits

  • Your exceptional people experience starts here.
  • At Crowe, we know that great people are what makes a great firm.
  • We care about our people and offer employees a comprehensive total rewards package.

Job title

Transaction Services Manager

Job type

Experience level

Mid levelSenior

Salary

$106,500 - $217,800 per year

Degree requirement

Bachelor's Degree

Location requirements

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