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$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- ...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...SuggestedRemote work
- 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
$106.5k - $195.1k
...The opportunity Our Wealth Tax Advisory Practice is a rapidly growing... ...provide bespoke wealth advisory services, including estate planning, structuring, and transactional advisory, to some of the most... ...expand, we are looking for a Manager to join our team and work on key...Summer holidayFlexible 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
- ...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
- ...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
- ...business objectives while effectively managing risk across dynamic and highly regulated... ...and procedures for the delivery of legal services for assigned areas of responsibility,... ...internal parties for major litigation and transactional matters as assigned by the General...Full timeContract workShift work
- ...estate and construction, shared services, revenue cycle, supply chain, and commercial transactions. These roles range from senior... ...positions, such as Executive Director, Legal Services, to Associate... ...agreements, or organizational risk management, attorneys at Banner have the...Full timeLocal areaShift work
$25 - $33 per hour
...owners who want more than someone entering transactions. They want a trusted accounting... ...numbers. We’re looking for an Accounting Services Manager / Full-Charge Bookkeeper who can step... ...traditional bookkeeping into a more advisory-focused relationship with clients. In...Full timePart timeLive inLocal areaRemote work- ...is seeking an experienced Managing Director to join us on a contract-based... ...closing debt and equity transactions is desired. Proficiency... ...with the backing of a full-service firm. About HB Capital... ...commercial real estate capital advisory firm, with a mission to be...Contract workFor contractorsRemote work
$200k - $225k
...Description Manager, Private Equity Performance Improvement – CFO Services, Finance Transformation Alvarez & Marsal |... ...Services practice is seeking a Director with deep expertise in Finance... ...in Finance Transformation, CFO advisory, or operational improvement....Full timePart timeInterim roleFlexible hours$150k - $225k
...PEPI - CFO Services Director A&M CFO Services work with private equity held portfolio companies... ...Planning Performance Measurement & Management Business Transformation... ...Controllership, Finance and Accounting Advisory Services Accreditation/Experience:...Part timeFlexible hours$90k - $104k
...complaints against financial-services and insurance entities... ...theft. ASSISTANT DIRECTOR FOR MARKET REGULATION... ...Leadership and Management Through subordinate... ...working groups and other advisory panels. Coordinates... ...pertain to the business and transaction of insurance Strong...Full timeTemporary workWork at office$400k
...enterprise clients. With a robust portfolio of security advisory, integration, and managed services, we help clients protect their digital assets and... ...Vendor & Partner Alignment Work in partnership with the Director of Strategic Security Partners (and security alliances...Full timeWork at office- ...Vice President, Real Estate & Workplace Services About the Company A complex organization managing a large corporate real estate portfolio and workplace operations... ...have a strong background in portfolio planning, transactions, lease management, facilities operations, and...
- ...career, KPMG provides audit, tax and advisory services for organizations in today's most important... ...is currently seeking an Associate Director to join our Administrative Services organization... ..., workforce planning, financial management, performance management, and...H1bWork at officeLocal area
- ...Vice President of Technical Accounting Advisory About the Company Professional services firm providing technical accounting advice across the deal continuum. Industry Accounting Type Privately Held About the Role The Company is expanding its Technical...Work at office
- ...Vice President, M&A Tax Advisory About the Company Top-ranked mergers and acquisitions advisory firm focused on complex transactions. Industry Management Consulting Type Privately Held About the Role The Company is seeking a Vice President for M...
$99k - $232k
...ApplicableSpecialismCustomerManagement LevelManagerJob Description & SummaryThe OpportunityAs a Marketing Advisory Manager (PLS, TMT, FS), you will specialize in providing consulting services focused on customer-centric marketing strategies. You will analyze customer behavior,...Full timeH1b- ...processes • Lead change management and communicate... ...pricing, intercompany transactions (including between SEG... ...across all service lines and geographies... ...liaison to the board of directors, investors, and external... ...companies, and deal advisory firms • Experience...Contract workLocal areaImmediate start
- Job Summary:The Senior Tax Manager is responsible for providing tax and consulting services to business clients with pass through entities and to their business owners... ...impact.BDO provides assurance, tax, and advisory services to clients across the U.S. and around the...Work at office
- ...individual to fill the newly created role of Manager, Accounting Services , reporting directly to the Director of Accounting. You will be responsible for overseeing... ...with international payments, multi-currency transactions, and tax compliance requirements Excellent...Full timeContract workPart timeWork experience placementWork at officeLocal areaFlexible hours
- ...team spanning Schwab Wealth Advisory (SWA) Fixed Income Consulting... ...and prospecting efforts. The Director will lead multiple people leaders... ...the long-term vision, service model, talent strategy, and client... ...advisory and wealth management clients with complex products...Full timeWork experience placementWork at office
$75k - $100k
...Market President – M&A Advisory Base Salary: $75,000–$100,000... ...positioning, marketing, and transaction execution with integrity and... ...business development efforts, manage client relationships, and drive... ...selling high‑value consulting services to senior decision‑makers...Full timeLive inRemote work- ...Client Accounting Services (CAS) Department Manager The Client Accounting Services Department Manager is a senior leadership role responsible... ...from traditional bookkeeping services into a true client advisory-focused CAS model. This is a unique opportunity for an...Full timeWork at officeRemote work
- ...Chief Executive Officer--High Growth, Health Care Services We are seeking the Chief Executive Officer for a dynamic and growing multi... ...system, metrics-driven decision-making and strong formalized management processes. We’re looking for an experienced C suite...Full time
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