Senior or Manager of Transaction Advisory Services

Job Description

Hiring: Senior – Transaction Advisory (Charlotte, NC)

We’re partnering with a boutique Transaction Advisory firm in Charlotte that is growing and looking to add Senior and Manager Transaction Advisory professionals to the team.

This is a unique opportunity to join a high-quality platform focused on lower to middle market deals — working directly with private equity clients, independent sponsors, and strategic buyers.

WHY this opportunity stands out:

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• Strong growth trajectory heading into 2026
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• Focus on complex deals where insight matters more than speed or cost
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• High-touch, senior-level exposure — not a template-driven environment
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• ⚖️ Balanced workload: typically 40–50 hours/week with steady deal flow (no audit-style busy seasons)
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• Charlotte-based, in-office culture with flexibility (minimal travel)
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• Unlimited PTO + competitive base + bonus
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WHAT you’ll be doing:

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• Financial due diligence (buy-side & sell-side)
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• Quality of earnings, working capital, and net debt analysis
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• Deep dives into financials and operational drivers
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• Direct interaction with clients and management teams
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• Identifying key deal risks and value drivers
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What makes YOU a desirable candidate:

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• 2+ years public accounting (audit) background required, preferably large regional
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• CPA (or passed all parts) preferred
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• Middle-market, hands-on audit experience (substantive testing) ideal
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• Open to candidates who moved into industry and want to return to deals
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• Leadership, client interaction, and project ownership expected
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