Managing Director, Transaction Advisory Services
Confidential
Managing Director, Transaction Advisory Services
About the Company
Globally recognized organization delivering transaction advisory services with extensive resources and collaborative hybrid culture
Industry
Accounting
Type
Privately Held
About the Role
The Company is seeking a Managing Director for Transaction Advisory Services (TAS) to lead and drive impactful M&A advisory services, particularly for middle-market transactions. The successful candidate will be responsible for leading both buy-side and sell-side engagements, capital raising, and financial sponsor coverage. This role requires a dynamic individual with a minimum of 10 years' experience in M&A advisory services, a Bachelor's degree in business, finance, or a related field, and an MBA is preferred. The Managing Director will be expected to collaborate with regional teams across multiple countries, build and grow a team, and contribute to a culture of inclusivity and excellence. Key responsibilities include developing and executing sales and marketing strategies, mentoring staff, ensuring the quality of client deliverables, and managing day-to-day aspects of client relationships and projects. The ideal candidate for the Managing Director, TAS position at the company will have a proven track record in generating new business, cultivating client relationships, and a strong proficiency in MS Office applications. Experience in the technology, industrials, consumer, healthcare, ADG, and business services sectors is preferred. The role demands a leader with excellent communication skills, the ability to represent diverse communities effectively, and a strong background in managing client relationships and projects to ensure high-quality deliverables. The candidate should be adept at communicating complex regulatory, financial, and strategic issues and be capable of leading a team in a hybrid work environment that balances flexibility and collaboration.
Functions
- Finance
- Business Development
$179k - $262k
...Senior Manager, Transaction Advisory Service We are currently searching for a Senior Manager to join our Transaction Advisory Service team within our Financial Advisory Services consulting team. This is a great opportunity to be a valued business advisor and provide...SuggestedShift work$155k - $410k
...ApplicableSpecialismCMAAS (Capital Markets and Accounting Advisory Services)Management LevelDirectorJob Description & SummaryThe OpportunityAs a Director in Deals - Capital Markets Accounting... ...accounting, financial reporting, transaction structures, and capital markets topics....SuggestedFull timeH1b$99k - $232k
...ApplicableSpecialismCMAAS (Capital Markets and Accounting Advisory Services)Management LevelManagerJob Description & SummaryThe OpportunityAs a... ...strategic guidance on technical accounting, financial reporting, transaction structures, and capital markets topics. You will advise...SuggestedFull timeH1b$250k - $300k
...Up to 3% 401(k) matching and financial advisory servicesTeam and community engagement:... ...charitable matching, and great people!Advisory Managing Director:Managing directors in consulting are... ...of driving growth in a professional services environment. Ability to develop and...SuggestedFull timeWork at office$124k - $280k
...ApplicableSpecialismCMAAS (Capital Markets and Accounting Advisory Services)Management LevelSenior ManagerJob Description & SummaryThe... ...broad range of technical accounting, financial reporting, transaction structures, and capital markets topics. Within our Deals...SuggestedFull timeH1b$120k - $189k
...Lauderdale, FLClient Accounting Services - Technology CAS /Full Time /... ...with a Top 20 CPA and advisory firm that Accounts for Anything... ...growing firm seeking a dynamic Manager to support complex advisory engagements... ..., revenue recognition, transaction readiness, business process...Full timeWork at officeLocal areaRemote workFlexible hours$168.8k - $230.1k
...Accrual Accounting after a transaction, Opening Balance Sheet preparation... ...A+ client delivery; Execute services and deliverables around... ...professionally develop CFO Advisory team members, actively participating... ..., organizational, management, analytical, decision-making...Full timeContract workWork experience placementLocal areaFlexible hours$120k - $150k
...people, willing to listen to your ideas. CFO Advisory Services focuses exclusively on the office of the... ...with Cash to Accrual Accounting after a transaction, Opening Balance Sheet preparation and Purchase Accounting Lead and manage projects while coordinating directly with...Full timeContract workWork experience placementWork at officeLocal areaWork from homeFlexible hours$125k - $150k
...Firm Overview CFOx is an advisory firm that specializes in CFO, Transaction, and Accounting Services for the middle-market. We work with private equity firms and their... ...for a Vice President to work closely with the Director to provide strategic financial insights, drive...Full timeInterim roleFlexible hours- ...Managing Director, M&A Advisory About the Company A full-service financial advisory platform serving middle-market companies across industries nationwide.... ...originating and leading M&A and capital markets transactions across various sectors. Key responsibilities include...Remote work
$110.7k - $226.13k
...Summary Join Deloitte Tax LLP’s Global Employer Services practice as a Tax Manager, Equity Operations, where you will advise clients on how... ...equity compensation operations, or stock administration advisory servicesExperience in a corporate stock administration function...Local areaVisa sponsorship- Job Summary:The Tax Managing Director is responsible for applying industry specific knowledge to... ...reporting burdens, and (b) self and client service teams comply with all Firm policies,... ....BDO provides assurance, tax, and advisory services to clients across the U.S. and...Work at officeLocal area
$90k - $110k
...Firm Overview CFOx is an advisory firm that specializes in CFO, Transaction, and Accounting Services for the middle-market. We work with private equity firms and their... ...a Senior Associate to work closely with our Directors and Vice Presidents to provide strategic financial...Interim roleImmediate startFlexible hours$165k - $400k
...10 national professional services firm where our purpose is... ...through industry-focused wealth advisory, digital, audit, tax,... ...seeking a Principal or Signing Director to join our Transaction Tax practice.How you’ll... ...in this role: Manage and develop relationships...Full time- Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering... ..., and life insurance planning.A Tax Managing Director, Private Client Services (PCS) is... ...impact.BDO provides assurance, tax, and advisory services to clients across the U.S. and...Private practiceWork at office
$126.5k - $254.7k
...provider of professional services to the middle market... ....RSM is looking for a Director to join our Deals... ...practice with a focus in Transaction Accounting service line... ...business.Responsibilities:Manage multiple concurrent... ...financial or business advisory guidance to...Full timeWork experience placementInternshipLocal area$146.5k - $180.1k
...inclusionRecognize a fellow associate through our GEM awardsJob DescriptionProvides strategic leadership, management oversight, and technical guidance to the Transaction Services department. Ensures the effective and efficient operation of all transaction services related...Work at officeWork visaFlexible hours- ...Managing Director, Financial Services About the Company Established financial services platform with infrastructure, specialists, and support... ...favorably. While not mandatory, exposure to investments, advisory business, and AUM is considered a strong plus. The...Full timeWork at office
- ...Investment Banking Vice President, ESOP Advisory About the Company Top tier... ...firm focused on employee ownership transactions and advisory services. Industry Financial Services... ...transition transactions. This role involves managing financial analysis, valuation...Remote workRelocation
- ...Banking Vice President, ESOP Advisory About the Company... ...businesses. Industry Financial Services Type Privately Held... ...end-to-end execution of ESOP transactions, recapitalizations, and M&A... ...transaction counterparties, managing financial analysis, valuation...Remote work
$120k - $170k
...are working with a top accounting, tax, and client advisory (CAAS) firm to find an additional Tax Manager in the financial and industrial powerhouse of Denver... ...of tax, estate planning, and business advisory services. Position Summary and Duties: -Work independently...Summer workLocal area$127.5k - $150k
Job TitleDirector, Transaction ManagementJob Description SummaryPosition: Director, Transaction Management - Strategic Industries (Technology,... ...for a specialized broker-led advisory team serving clients in the... ...consistency between C&W service areas and the client’s real...Minimum wageFull timeContract workWork at officeFlexible hours$207.9k - $283.2k
...and help you succeed. This Managing Director role is responsible for expanding... ..., and partnering across advisory practices to deliver... ...financial reporting, tax planning, transaction support, litigation support... ...deliver integrated client service. Recognized industry...Full timeContract workLocal areaFlexible hours- ...Job Title Director, Transaction Management Job Description Summary Position: Director, Transaction Management... ...for a specialized broker-led advisory team serving clients in the technology... ...facilities Ensure consistency between C&W service areas and the client's real estate,...Contract workWork at officeFlexible hours
- ...provides the highest quality advisory consulting services to its clients by being... ...complex technical accounting transactions to monthly financial... ...trajectory This Senior Manager position has the primary responsibility... ...of the engagement director. Lead complex update...Work at officeLocal area
- ...provides the highest quality advisory consulting services to its clients by being... ...complex technical accounting transactions to monthly financial... ...career trajectory As a Director in Accounting Advisory, you... ...strong coaching and team management skills, as well as the desire...Work at officeLocal area
$150k - $250k
...Vice President, Wealth Advisory Obermeyer Wealth Partners is seeking a seasoned and strategic... ...development, exceptional relationship management capabilities, and the ability to lead... ...We provide a range of wealth management services tailored to meet the unique needs of individuals...Full timeWork at officeMonday to Friday$110k - $170k
...the nation’s top professional services firms, CohnReznick creates rewarding careers in advisory, assurance, and tax with team... ...organizations optimize performance, manage risk, and maximize value... ...to deliver the comprehensive transaction, fund, and portfolio company audit...Work experience placementWork at officeLocal areaFlexible hours3 days per week$140.25k - $165k
Job TitleMarketing Director - Global Occupier ServicesJob Description... ...Director, Global Occupier Services (GOS) leads the marketing for... ...real estate outsourcing and advisory services for corporate occupiers... ...development, account management, and sales enablement to engage...Minimum wageFull timeFlexible hours- ...intelligence, strategic relationships, and advisory and operating opportunities. Advisors... ..., investment solicitation or other transaction-related work must be separately scoped... ...opportunity, not a fiduciary Board of Directors appointment or a full-time employee position...Hourly payFull timeWork at officeLocal areaRemote work10 hours per week
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