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Manager, Transaction Advisory Services (TAS)

Trout CPA
RadnorRemoteLead / Manager6+ yrs
Apply on Trout CPA’s site

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The job in short

Transaction advisory deal consulting.

ExcelAccounting

Details

Found
6 d ago · posted 2026-10-16
Location as listed
Radnor, PA, US
Role
Finance / Transformation Consultant
Source
The company’s own careers site

Full description

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

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