Transaction Advisory Managing Director - Financial Due Diligence (FDD)
$250k - $400kBDO USA
Overview The Transaction Advisory Services (TAS) Managing Director is a leadership role overseeing all aspects of TAS Centers of Excellence to support the overall delivery of the national TAS strategy. The TAS Managing Director leads new business origination efforts and supports multiple client engagement teams while maintaining key client relationships. The TAS Managing Director should have excellent leadership and technical skills, be results oriented, and have a tenacious work ethic. Job Duties Oversees all functions of TAS Center of Excellence Leads new business origination efforts Coordinates cross selling opportunities across BDO service lines Oversees client engagement teams to ensure effective and efficient delivery of quality services Leads complex deal related issues and provides appropriate insight into deal specific matters, including but not limited to quality of earnings adjustments, pro-forma/normalization calculations, working capital analysis and definition, debt and debt-like analysis, warranties & indemnities, sale and purchase agreement review Oversees the full spectrum of transaction advisory work in multiple engagements including buy-side and sell-side mandates Enforces standards for quality/consistency and brings sophistication to client engagements Coaches and mentors staff in key areas, including detailed due diligence, critical decision making, report writing, and project management Ensures client expectations are met, maintains client relationships and identifies and resolves client issues /concerns Leverages BDO’s firm wide capabilities beyond TAS during client engagements Assists in identifying risks and issues related to the transaction and effectively communicates to clients Oversees the development of proposal documents and conducts presentations in pursuit of acquiring new clients Partners with management members of BDO offices to identify and promote the services of the Transaction Advisory Services practice to existing and perspective clients Provides verbal and written performance feedback to TAS team members throughout the fiscal year and as part of the annual performance review process Travels - up to 50%, as needed Other duties as required Supervisory Responsibilities Schedules and supervises the tasks and project assignments of Senior Associates and Managers Reviews work product prepared by Senior Associates and Managers and provides review comments Partners with Director, Transaction Advisory Services to provide verbal and written performance feedback to Senior Associates and Managers throughout the fiscal year and as part of the annual performance review process Education Bachelor’s degree, required; focus in Accounting, Business Administration, or Finance, preferred MBA, preferred Experience Ten (10) years of prior financial statement related professional services experience, of which at least five (5) years has been spent in a dedicated TAS environment, to include complex national and multi-national buy and sell side transactions, required; carve-out experience, preferred Prior experience interacting and working directly with C-level personnel, preferred Big 4 or other top tier consulting firm experience, preferred License/Certifications CPA, preferred Software Strong Excel, Word and Powerpoint skills, required Other Knowledge, Skills & Abilities Demonstrated practice leadership and development skills Excellent project management and communication skills, as well as a sense of urgency and drive to help the company service its clients Ability to lead engagements, support/supervise staff and respond to client needs Solid knowledge of technical accounting areas such as US GAAP Exhibit an executive presence and strong business acumen Strong verbal and written communication skills, specifically business writing aptitude Ability to initiate and maintain solid relationships with all levels of client personnel, as well as utilizing network and industry relationships to identify business development opportunities Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography. National Range: $250,000 - $400,000 Maryland Range: $250,000 - $400,000 NYC/Long Island/Westchester Range: $250,000 - $400,000 About Us Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization. BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. We Are Committed To Delivering Exceptional Experiences To Middle Market Leaders By Sharing Insight-driven Perspectives, Helping Companies Take Business As Usual To Better Than Usual. With Industry Knowledge And Experience, a Breadth And Depth Of Resources, And Unwavering Commitment To Quality, We Pride Ourselves On Welcoming diverse perspectives and understanding the experience of our professionals and clients Empowering team members to explore their full potential Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities Celebrating ingenuity and innovation to transform our business and help our clients transform theirs Focus on resilience and sustainability to positively impact our people, clients, and communities BDO Total Rewards that encompass so much more than traditional “benefits.” Benefits may be subject to eligibility requirements. Equal Opportunity Employer, including disability/vets All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status. "BDO USA, P.A. is an EO employer M/F/Veteran/Disability" #J-18808-Ljbffr BDO USA
$200k
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BDO USA in Boston is seeking a Managing Director for Transaction Advisory Services. This leadership role involves overseeing TAS Centers of Excellence, leading client engagements, and ensuring quality service delivery. Candidates should have ten years of relevant experience...Suggested$151.2k - $304.2k
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Director - Financial Due Diligence page is loaded## Director - Financial Due Diligencelocations:... ...engagements.* Advises clients on transaction risks.* Mentors managers and directors.**Minimum... ...building and growing a Transaction Advisory Service Practice.At RSM, we offer...Work experience placementInternshipLocal area- ...operators across strategy, advisory, planning, and... ...and grow our Technical Due Diligence (TDD) Practice in... ...performance, and risks. Manage multi‑disciplinary... ...stakeholders. Collaborate with Financial, Traffic & Revenue... ...due diligence and transaction advisory to lenders,...Work experience placementLocal area
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The KPMG Advisory practice is at the forefront of transformation, offering excellent... ....KPMG is currently seeking a Manager in Financial Due Diligence for our Deal Advisory practice. Responsibilities... ...: Manage buy-side and sell-side transaction advisory engagements, providing...Work experience placementH1bLocal area$223.51k - $279.39k
...Job Description As a Financial Due Diligence Director, you’ll focus on middle‑market transactions, serving dynamic organizations with... ...professionals who bring a full range of advisory services to validate,... ...and commercial lenders Manage engagements throughout the transaction...Full timeWork experience placementLocal area- ...for a Vice President to join our Financial Due Diligence team in Boston.Day to day responsibilities... .... Undertake highly technical advisory projects under Director & partner supervisionBe... ...clients on pre and post-acquisition transaction issuesIdentify new business opportunities...Temporary workWork experience placementWork at office
$134.5k - $265.1k
...Our Deloitte Strategy & Transactions team helps guide clients... ...end-to-end support and advisory services, covering areas... ...navigate challenges, avoid financial pitfalls, and implement... ...2026.Work you’ll doAs a Manager focused on financial due diligence, you will lead and...Local area$170k - $220k
JOB DESCRIPTION The Tax Senior Manager, Transaction Advisory Services is an essential team member that... ...engagement teams, participating in due diligence and structuring engagements related... ...tax computations reflected in their financial models, and assist clients in the quantitative...- ...Vice President of Transaction Services About the... ...Top-tier advisory firm Industry Management Consulting Type... ...liaison during the due diligence process. This role... ...transaction services or financial due diligence, with... ...worked in the TAS/FDD practice group of a...
$150k - $188k
...broad range of strategic, financial, operational, and... ...This group provides M&A advisory services for both the buy... ...selection/evaluation, transaction facilitation and negotiation, due diligence support, and post-transaction... ...Opportunity with ECG: Manager Managers at ECG play...Permanent employmentFull timeWork at officeRemote work2 days per week$120k - $185k
A leading consulting firm based in Boston is looking for a Transaction Advisory professional. This role involves supporting client service teams in buy and sell side diligence engagements and leading report preparation. Candidates should possess a Bachelor’s or Master’...- ...expertise in accounting, tax, advisory, benefits, insurance,... ...consulting, tax and financial services. In certain... ...experienceAbility to manage deadlines, work on... ...is seeking a Managing Director with strong public accounting... ...record delivering transaction-oriented accounting...
$200k - $250k
...position of Principal or Managing Director to join our... ...asset coverageAgent transactions with careful monitoring... ...opportunity into formal due diligence.Work in conjunction... ...and commercial financial services practices and... ...world-class medical advisory team, a mental health...Full timeTemporary workWork experience placementFlexible hours$165k - $400k
...industry-focused wealth advisory, digital, audit,... ...or Signing Director to join our Transaction Tax practice.How you... ...opportunities in this role: Manage and develop... ...full range of tax due diligence, structuring, modeling... ...legal documents, and financial statements, and write...Full time- ...expertise in accounting, tax, advisory, benefits, insurance,... ...consulting, tax and financial services. In certain... ...experienceAbility to manage deadlines, work on... ...is seeking a Managing Director with strong public accounting... ...record delivering transaction-oriented accounting...Part time
- ...Vice President, M&A Tax Advisory About the Company Top-ranked mergers... ...advisory firm focused on complex transactions. Industry Management Consulting Type Privately Held... ...will be responsible for leading tax due diligence engagements and providing expert...
$120k - $240.9k
...Acquisitions (M&A) Tax group is an advisory practice with significant... ...and executing M&A transactions. RSM is looking for a dynamic... ...that focuses on delivering due diligence and tax structuring services... ...communicationDemonstrated project management skills, including managing...Full timeWork experience placementInternshipWork at officeLocal area$155.6k - $306.8k
...Deloitte Strategy & Transactions team helps guide... ...to-end support and advisory services, covering... ...challenges, avoid financial pitfalls, and... ...Human Capital (HC) Diligence area is part of Deloitte... ...Being a Deloitte Manager in Human Capital... ...Perform Human Capital due diligence (some or...Work experience placement$133.5k - $268.4k
...Acquisitions (M&A) Tax group is an advisory practice with significant... ...and executing M&A transactions. RSM US LLP is looking for a dynamic M&A Federal Tax Manager to join our national Mergers... ...that focuses on delivering due diligence and tax structuring services...Full timeWork experience placementInternshipWork at officeLocal area$155.6k - $306.8k
...Private Equity M&A Strategy & Diligence Manager Our Deloitte Strategy & Transactions team helps guide clients... ...end-to-end support and advisory services, covering areas... ...challenges, avoid financial pitfalls, and implement... ...M&A lifecycle including due-diligence, pre-close and...Odd jobWork experience placementLocal area- ...Associate Vice President, Operational Due Diligence About the Company Prominent asset management firm Industry Financial Services Type Privately Held About the Role The Company is seeking an Associate Vice President for Operational Due Diligence...Work at office
$87k - $195k
...Accounting & Reporting Advisory practice is... ...is equivalent to a Manager-level role, typically... ...and transaction advisory platform.... ...businesses, transaction diligence, and post-close integration... ..., driver-based financial modeling, long-range... ...-side financial due diligence, quality...Interim roleWork at officeLocal areaFlexible hours- ...the fastest-growing advisory practices in the country... ...and other strategic transactions. As a Principal, you... ...portfolio company management teams. Lead projects... ...process improvement, financial reporting modernization... ...including financial due diligence readiness, accounting...Work at office
$120k - $140k
BDO USA in Boston is seeking a Tax Manager for Transaction Advisory Services. This role will ensure engagements are executed timely while managing client relationships and tax strategies in various transactions. The ideal candidate will have over five years of experience...
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