Accounting Manager - M&A

Job Description

Job Description

Accounting Manager- M&A

Why Choose to Work with Us

At SMG ABA LLC, we take pride in being more than just an accounting firm. We foster a unique team spirit that sets us apart from our competitors. Guided by a set of core values, we have established ourselves as a seven-time Inc. 5000 company, demonstrating our unwavering commitment to success and continuous growth. With headquarters in Islandia, New York, and additional offices in New York City and St. Petersburg, Florida, we offer a dynamic and vibrant work environment.

As part of the SMG ABA team, you will be surrounded by individuals who value hard work, encourage personal and professional growth, and celebrate achievements together. We recognize the importance of each team member's contributions and provide a supportive atmosphere where your efforts are acknowledged and rewarded when we reach our goals.

What You Will Do as an Accounting Manager

We are seeking an exceptionally organized, communicative, and deadline-driven Accounting Manager – M&A to serve as a strategic right hand to our Managing Partners. In this onsite role, you will bridge the gap between high-level executive administration and technical financial oversight during intense Mergers & Acquisitions (M&A) cycles.

As an Accounting Manager at SMG ABA, you will act as the operational anchor-managing due diligence, reviewing target company financials, mapping post-merger integrations, and executing any administrative tasks required to keep deals moving forward smoothly. Some of your key responsibilities will include:

• Managing and overseeing the accounting department's daily operations and providing guidance to staff regarding the financial upkeep of client records
• Supervising the accounting staff responsible for financial reporting on a weekly, monthly, and quarterly basis, payroll processing, budget preparation, and reviewing deliverables before submitting them to clients
• Reviewing year-end client financial records to finalize financials and facilitate the preparation of related tax returns
• Conducting training sessions to develop the skills and knowledge of the accounting staff
• Ensuring all major deadlines, such as weekly/monthly reporting, sales tax obligations, and other client deliverables, are consistently met
• Establishing and enforcing proper accounting methods, policies, and principles
• Evaluating, improving, and implementing systems and procedures to enhance accuracy and efficiency
• Managing staff assignments and coverage to ensure smooth workflow
• Facilitating communication between daily staff interactions and the partners
• Coordinating training programs for new staff members and identifying training needs for the current team
• Participate in SMG ABA recruiting, team-building, and other firm events/efforts

Additional duties include:

M&A Transaction Support & Execution

• Due Diligence Management: Coordinate, organize, and maintain virtual data rooms (VDRs) for buy-side and sell-side transactions.
• Financial Review: Analyze financial statements, trial balances, and tax returns of target companies to flag discrepancies or structural risks for the Managing Partners.
• Technical Interface: Act as the primary, hyper-communicative liaison between external legal teams, investment bankers, CPAs, and target company executives.
• Post-Merger Integration: Design and execute detailed checklists to integrate the accounting systems, payroll platforms, and financial reporting workflows of newly acquired entities.

Accounting & Tax Advisory

• Strategic Review: Apply a deep understanding of GAAP, IRC tax structures (Asset vs. Stock deals), and revenue recognition principles to evaluate deal models.
• Quality of Earnings (QofE): Assist partners in reviewing or compiling QofE reports, identifying add-backs, and evaluating normalized EBITDA.
• Internal Alignment: Ensure external deal structures align seamlessly with internal corporate accounting policies and general ledger setups.

Executive Administration & Project Management

• Deadline Enforcement: Build, monitor, and assertively manage transaction timelines, ensuring managing partners never miss a critical filing, signing, or escrow deadline.
• Communication Management: Filter, summarize, and draft high-level correspondence, pitch decks, and transaction memos for internal and external stakeholders.
• Dynamic Support: Tackle any operational, logistical, or administrative task necessary to free up the Managing Partners' bandwidth during active deal flows.

Qualifications and Attributes You Will Need

To excel in this role, we are seeking candidates who possess the following qualifications and attributes:

• A Bachelor's degree in Accounting, Finance, or a related field. A CPA, CMA, or active progress toward one is highly preferred.
• 5 to 7 years of progressive experience in corporate accounting, transaction advisory, or public accounting (specifically exposed to M&A environments)
• Robust, deep understanding of corporate tax principles, transaction structures, and financial accounting (GAAP). No actual tax return preparation or filing is required for this role.
• Strong proficiency in QuickBooks, with the ability to train others
• Exceptional verbal and written communication skills with the professional presence required to interface directly with C-suite executives and partners.
• Detail-oriented and deadline-driven mindset
• Strong analytical and problem-solving abilities
• Superior client service skills
• Goal-oriented, purpose-driven attitude, and results-oriented mindset
• Versatility and adaptability to handle various tasks and responsibilities
• Elite project management skills; ability to manage multiple fluid deal timelines simultaneously without oversight.
• Absolute willingness and ability to temporarily relocate and work onsite at acquired offices for consecutive 4-month intervals

In addition to submitting your resume, please submit a job application in order to be considered: SMG ABA Job Application – Fill out form

Benefits and Perks of Joining the SMG ABA Team

At SMG ABA, we value our team members and offer a comprehensive benefits package to support their well-being and professional growth. Joining our team comes with the following perks:

• Near-100% Employer-Paid Medical Premiums: Outstanding medical insurance coverage for team members with dental and vision options.
• 401(k) Retirement Plan: Future-focused retirement savings plan featuring direct employer matching.
• Ancillary Insurance Options: Flexible additional coverage choices tailored to your personal needs.
• Immediate PTO Accrual: Paid time off hours begin building from day one, allowing you to recharge and maintain work-life balance.
• 8 Company-Paid Holidays: Designated paid time off to celebrate major holidays throughout the year.
• Summer Hours Program: Enjoy half-day Fridays during the summer months to offset the long hours worked during tax season.
• Tax Season Meals: Enjoy complimentary, company-paid meals provided directly to the team during the busy tax season.
• Summer Lunch-and-Learns: Company-paid educational lunch sessions designed to collaborate and identify operational areas of improvement.
• Onsite Continuing Education: Paid professional training opportunities funded entirely by the firm to enhance your technical skills.
• Casual Dress Code: Come as you are! We embrace a relaxed workplace dress code-just ensure your attire remains appropriate for an office setting.
• Structured Mentor Program: Direct pairing with experienced leaders to support your long-term professional development and growth.
• Employee Volunteer Program: Earn additional paid time off specifically for community involvement and service.
• Engaging Team-Building Events: Regular firm-sponsored outings and collaborative social events to foster a positive work environment.