Business Advisory & Transactional Team Leader
Jimerson Birr, P.A.
Job Description
Job Description
Description
About Jimerson Birr
At Jimerson Birr, our team accepts the lasting responsibility of protecting our clients’ rights, businesses, properties, investments, and finances. We partner with established companies, emerging ventures, and individuals to structure deals, solve complex problems, and guide pivotal decisions with measurable outcomes. We pride ourselves on legal excellence, disciplined execution, and a culture built on service, quality, and results.
About the Role
We’re hiring a Business Advisory & Transactional Team Leader to serve as a player‑coach . You’ll balance a selective personal docket with the leadership of a small, high‑performing team. Your mandate: distribute work intelligently, enforce standards, and keep clients confident through predictable execution. You’ll still step into negotiations and strategic moments; while owning team‑level performance and client satisfaction.
Leadership and Delivery
- Run the weekly team operating meeting: review scorecards, staffing/case mix, SLA health, risks, and priorities; remove blockers and keep matters on plan.
- Ensure even work distribution and throughput to hit utilization and SLA targets; uphold adoption of playbooks, templates, and tech.
- Coach attorneys and paralegals to execute the proven process and QA standards—no ad‑hoc practice.
- Own client satisfaction, retention, and expansion across your team’s portfolio; maintain alignment calls and decision logs.
- Keep a select personal docket focused on high‑impact negotiations, governance counseling, and complex structuring.
- Partner with Practice Area Managers to validate data integrity, dashboard health, and early‑warning signals.
How You Create Impact at Jimerson Birr
- Bill — Production & Oversight: Own your own production and your team’s aggregate output; ensure the right person does the right work at the right time.
- Build — Process, Product & Technology: Drive adoption/optimization of templates, matter plans, and platforms; keep checklists accurate and repeatable.
- Bridge — Clients & People: Lead client relationships, mentor talent, and ensure clean cross‑team handoffs.
- JD and active membership in the Florida Bar
- 7–10+ years of transactional experience with clear leadership signals (delegation, coaching, judgment)
- Track record leading negotiations/closings and managing complex workflows
- Strength in triage, prioritization, and team communication
- Comfort operating in a structured, scorecard‑driven environment
Preferred
- First‑chair experience on significant M&A or strategic transactions
- Experience with multistate, multi‑entity, or complex commercial structures
- Prior player‑coach or team‑lead experience
BenefitsWhy Join Jimerson Birr?
You’ll practice inside a client‑service model designed to create consistent value:
- Conferring client‑defined value: Clarify objectives, success criteria, budget, timeline, and communication preferences at intake—then manage to them.
- Accessibility: Keep lines open and responsive; clients never guess how to reach us or when they’ll hear from us.
- Efficiency & cost‑effectiveness: Staff matters smartly, use technology and checklists to reduce friction, and provide early assessments for predictable spend.
- Delivering an experience while delivering results: Make progress visible with alignment calls, status summaries, and documented decisions.
- Meaningful partnership: Anticipate needs, surface options, and help clients plan the next goal beyond the one we just achieved.
- Exceptional communication based on listening: Ask better questions, summarize tradeoffs plainly, and write for business readers.
- Accountability to goals: Hold the team (and yourself) to timelines, scopes, and outcomes; surface risks early and propose fixes.
Join a dynamic team that values professional growth and excellence in legal service. We offer competitive compensation, professional development opportunities, and a supportive work environment dedicated to fostering your success.
We’ve found that the key to doing great work is to love what you do and respect who you do it with. To continue reading about our firm, visit our website Jimerson Birr.
Our atmosphere and award-winning firm culture is collegial and professional, and our shared commitment to professional development is superior to our contemporaries. Learn more about our firm culture here: JB Firm Culture: JB FOR ME.
You’ll get a Challenging Opportunity with a Company that Cares About Its Most Valuable Asset: YOU! At Jimerson Birr, we pride ourselves on our people and their collective achievements. Besides our list of legal industry honors, in 2021 and for the seventh consecutive year, the firm was named one of Florida’s “Best Companies to Work For” by Florida Trend Magazine. In recent years, the firm was also distinguished as one of the “Best Places to Work” by the Jacksonville Business Journal and five times as one of the “50 Fastest Growing Companies.” Opportunities abound for those who can meet and exceed the expectations set for our team. Jimerson Birr is comprised of high-performing and professionally fulfilled people. We believe that a positive attitude, personal accountability, and a commitment to quality work will put a talented person on a fast track for success. Our atmosphere and award-winning firm culture are collegial and professional, and our shared commitment to professional development is superior to our contemporaries.
Our core values are simple: Commitment to service; Commitment to quality; Commitment to results. We live our core values, and we welcome you to live them with us.
Jimerson Birr is an equal opportunity employer. All qualified applicants receive consideration for employment and all employees are treated during employment without regard to race, color, sexual orientation, religion, sex, age, national origin, genetic information, disability, veteran status, gender identity, and marital status.
$150k - $200k
...M&A Transaction Director, Middle Market Team Category: Sales and Business Development Benchmark International is seeking an experienced... ...in providing world-class advisory services to our middle-market... .... Job Requirements As leader of the Middle Market Team, the...SuggestedVisa sponsorshipWork visaFlexible hoursNight shift- EY in Tampa, Florida is looking for a Tax-Indirect-Excise Tax-Manager to support excise tax compliance and advisory projects across various industries. This role requires strong knowledge of excise tax concepts and the ability to provide practical solutions for clients...SuggestedFlexible hours
- ...seeks a senior level Associate for its Corporate Practice in Tampa, FL. This full-time position requires 6-8 years of corporate transactional experience, particularly in M&A. The role involves leading transactions, advising clients, and mentoring junior staff. Enjoy the...SuggestedFull time
- Citizens Financial Group seeks a Business Banking Relationship Manager II in Tampa/Orlando to deepen client relationships and deliver solutions in credit, liquidity, and treasury management. Ideal candidates have 4+ years of experience in Business Banking and completion...Suggested
$150k - $200k
Benchmark International is looking for a Transaction Director to lead their Middle Market Team in Tampa, Florida. This role involves managing the M&A life cycle... .... Candidates need 5-8 years of experience in M&A advisory, strong financial acumen, and exceptional...Suggested- ...A leading real estate company is seeking a Client Experience Specialist to manage non-licensed aspects of real estate transactions. This remote role requires effective multitasking and communication with agents and clients. The ideal candidate should have a minimum of...Remote work
- Rehmann Technology Solutions, LLC is looking for a Risk Advisory Principal in Tampa, FL. The ideal candidate will have over 10 years of experience... ...you will lead audits, develop client relationships, and mentor team members. A Bachelor’s degree and a CPA or relevant...
- Citigroup Inc. is seeking a Transaction Manager for their Tampa, FL location. The ideal candidate will have a Bachelor's degree and six years of experience in finance, specifically in wholesale lending and international trade finance. Responsibilities include defining model...
$107k - $214.5k
RSM US LLP is seeking an experienced Managed IT Services Consultant in Tampa, Florida. This role focuses on enhancing IT advisory services within financial institutions, driving client relationships, and developing strategic technology plans. Ideal candidates have over...$76.5k - $90k
A leading real estate services firm based in Florida seeks a Transaction Manager to oversee daily transaction management for a portfolio of properties. The role involves implementing portfolio plans, managing documentation, and ensuring client engagement. Ideal candidates...$97.3k - $178.3k
Ernst & Young Oman is seeking a Global Treasury Advisory Services Senior FIS Integrity expert for its Tampa location. This role requires a candidate with 3-5 years of experience in FIS Integrity Treasury Management System, strong analytical and project management skills...Flexible hours- EY in Tampa seeks an Indirect Excise Tax Staff to support compliance and advisory projects for various industries including Oil & Gas and Manufacturing. You will lead compliance tasks, coach junior staff, and communicate with clients to provide solutions and recommendations...
- Rehmann is looking for a Risk Advisory Principal in Tampa, Florida, to lead IT risk advisory engagements and support business development. The role requires extensive experience in... ...communication skills, and the ability to mentor team members. Rehmann emphasizes a culture that...
- CLA (CliftonLarsonAllen) is seeking a Regional Director for their Wealth Advisory Practice. This role will lead the strategic expansion of the region while ensuring high standards of client service. A strong focus will be on identifying high-value markets and coaching...
- ...Senior Manager in Tampa. This role involves overseeing tax compliance and consulting for various clients, leading and mentoring tax teams, and ensuring adherence to regulations. The ideal candidate will have over 7 years of tax experience, a CPA or EA license, and a strong...
- Optiv is seeking a fully remote Sr. Consultant for IAM Advisory Services who will act as an IAM subject matter expert. This role requires strong business analysis skills and significant client interaction. The consultant will lead projects, create comprehensive documentation...Remote work
- ...Job Description ***The successful applicant will join a small team of regulatory compliance (RGC) professionals responsible for the... ...Cyber Security, Electrical Engineering, Mechanical Engineering, Business Administration or Process Management, Auditing, or Risk Management...Work at officeLocal area
- ...with a dynamic and supportive team, and receive investment in... ...resource for advancing the firm's business opportunities and providing... ...the processing of financial transactions, mitigating risk, increasing... ...that is recognized as a thought leader in both the financial...Remote workFlexible hours
- ...growing regional bank as they’re seeking a Team Lead, Loan Operations Manager. This... ...originate syndicated loan mandates and execute transactions once mandated. Monitor loan operations... ...and optimize throughput. Conduct business reviews of credit documentation and handle...
- ...leading professional services firm is seeking a Regional Wealth Director in Tampa, FL, to drive the strategic growth of their Wealth Advisory Practice. This role involves identifying high-value markets, coaching advisors, and ensuring compliance with fiduciary standards....
$95k - $110k
A reputable CPA firm is seeking a Senior Tax Accountant / Tax Supervisor to lead tax engagements and provide advisory support. This role offers a salary of $95,000-$110,000, with potential for CPA-qualified candidates to earn up to $120,000. Candidates should have 4-8...Remote jobWork at office$100.4k - $205.3k
...management consulting, a passion for solving complex business challenges, and the ability to lead teams and drive results. Key Responsibilities... ...while also helping clients reach their goals with tax, advisory, risk and performance services. Crowe is recognized...Work at officeLocal areaWorldwideFlexible hours- ...US in Tampa is looking for a Tax Manager to provide tax and business advisory services to middle market corporate clients. You will play a... ...relationships. With a focus on professional development and team engagement, Baker Tilly offers opportunities for growth, flexibility...
- ...is seeking a skilled property manager in Tampa, Florida. This role involves ensuring adherence to housing regulations, supervising a team, and interacting with tenants. Responsibilities include managing lease compliance, leading maintenance efforts, and coordinating...
$16 - $20 per hour
...Team Leader Salary: $16-20/hr depending on experience Position Overview: Ready to take the next step in your leadership journey... ...Great Communication and writing skills Relationships over transactions - Focus on the experience and creating lifelong relationships...Hourly payLocal areaShift work- A personal injury law firm in Tampa seeks a community outreach leader to strengthen visibility and relationships within the community. The position requires 3+ years of experience in community relations, excellent social media skills, and a knack for networking. The role...Local area
- ...its Mergers and Acquisitions group in Fort Lauderdale or Tampa. Ideal candidates will have 6-8+ years of expertise in corporate transactions and exemplary client management skills. This full-time opportunity includes access to complex deals across varied industries and...Full time
- ...run apartment community in the Tampa Bay area is hiring a full-time Community Manager. Lead day-to-day operations, mentor an on-site team, and drive the property's performance. A long-term opportunity with a stable owner. Community details shared during the interview....Permanent employmentFull timeTemporary workImmediate start
- ...Lead Fpa Business Partner - Product Shift4 (NYSE: FOUR) is boldly... ...across the world. As the leader in commerce-enabling technology... ...technology, Shift4 powers billions of transactions annually for hundreds of... ...our Product and Engineering teams, helping to steer the ship...Local area
$105k - $140k
...A consulting firm in Tampa, FL is looking for a Tax Manager to oversee tax advisory services and compliance for various industries. The role requires 7+ years of public accounting experience and a CPA license. Responsibilities include managing client relationships, conducting...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Business Advisory & Transactional Team Leader. Be the first to apply!



