Manager, Transaction Advisory Services
GreerWalker LLP
GreerWalker is a prominent accounting and advisory firm serving privately owned middle‑market companies and their owners. We serve and support the Charlotte and Greenville areas with a personal approach through our client work and through our community service culture. We have been recognized as one of the nation's "Best of the Best" accounting firms by Inside Public Accounting for several years running and we earned the title of Employer of Choice in the Charlotte market. We believe in making a positive impact on our community, and that sense of purpose permeates everything we do. GreerWalker is committed to helping you achieve your goals by providing you with a healthy work‑life balance, continuous professional development, and meaningful work that connects you to your community. As part of our team, you'll have access to a wide range of learning opportunities through our membership with RSM Alliance. You'll enjoy engaging client work, minimal travel, and exposure to various industries. We will link you with mentors, provide a positive and supportive working environment, and foster lasting professional relationships to help you launch your career and learn to thrive. Your life fits at GreerWalker. Job Responsibilities Performs buy‑side and sell‑side transaction advisory engagements, providing financial and due diligence assistance, and accounting advisory services Document key findings and analysis in written reports Runs in client meetings and site visits while interacting with top‑level management to obtain pertinent information for financial analysis Prepares detailed financial analysis to help clients evaluate their acquisition decisions and financing requirements Interacts with the other functional areas of the practice including tax, audit and other consulting practices Assists in preparing proposals and engagement letters Represents the firm in community activities and professional associations Basic Qualifications Bachelor's degree in accounting CPA certification Minimum of five years experience in an Audit or Transaction Advisory practice within a national or regional public accounting or consulting firm Supervision / Team Leadership experience Ability to direct and manage client engagements Excellent verbal and written communication skills Proficient with Microsoft Excel and Microsoft PowerPoint Preferred Qualifications Networking and communicating with C‑level executives Strong project management skills Evaluated as exceptional performer in current position Possess a good balance of strong technical accounting knowledge and business acumen Excellent interpersonal and communication skills in order to interact effectively with internal team members and external clients of the firm Ability to be a self‑starter and to be confident when interacting with clients and asking questions Able to work within tight deadlines and take responsibility for getting the job done in a timely manner Ability to apply critical thinking and problem‑solving skills Working Conditions Occasional travel for work using a personal vehicle Able to work moderate overtime throughout the year with heavier overtime required during certain business cycles Able to lift boxes, mail, etc. not exceeding 20 lbs. The duties described above are the general nature and levels of work performed, but are not intended to be a complete comprehensive list of all the duties, activities, and responsibilities required of job incumbents. Job incumbents may be asked to perform other duties as needed and/or required. This position description is not a contract for employment and GreerWalker LLP reserves the right to revise this description at any time. EOE #J-18808-Ljbffr GreerWalker LLP
- Our client is a boutique transaction advisory firm that operates at the intersection of high-stakes... ...entrepreneurial environment. You will manage M&A projects from inception to... ...experience, ideally in audit or transaction services CPA preferred Strong familiarity with...SuggestedWork experience placement
$161.92k - $202.4k
As a Financial Due Diligence Manager, you’ll focus on middle-market transactions, serving dynamic organizations with experienced professionals who bring a full range of advisory services to validate, optimize and create value for the Grant Thornton | Stax Transactions -...SuggestedWork experience placement$170.1k - $388.4k
...help build a better working world. Our Transaction Tax Practice is comprised of a dedicated... ...capital market transactions. As a senior manager on the Transactions team, you’ll apply... ...integrate their transaction strategies. Our services include deal structuring, due diligence,...SuggestedWork experience placementSummer holidayFlexible hours$141k - $234k
Director Advisory Services What you will be doing: The Director works collaboratively within a team of highly qualified Advisory consultants... ...Director is to provide leadership by driving engagement results, manage client relationships, manage engagement resources, oversee...SuggestedFor contractorsWork experience placementLocal area- Frazier & Deeter is looking for a Transaction Senior Manager to lead tax advisory services for mergers, acquisitions, and strategic transactions. The role requires a CPA with 8+ years of experience in public accounting. You will manage complex client engagements, provide...Suggested
- Premier, Inc is seeking a Senior Director for Advisory Services, responsible for managing significant client engagements and driving consulting projects across a large portfolio. The role requires leadership in client relationships, project delivery, and quality control...Remote job
$102.1k - $187k
...build a better working world. Tax Services Manager - Financial Services Office - Customer... ...The opportunity Our Business Tax Advisory practice gives you the opportunity to... ...assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally...Summer holidayWork at officeRemote workFlexible hours$112.1k - $225.5k
...leading provider of professional services to the middle market... ...forecasting, valuation, and transaction-related analyses. Develops and... ...materials for executive, board, and management audiences. Serves as a... ...activities in a consulting, advisory, banking, or corporate...Work experience placementInternshipLocal area- ...thinking tax, assurance and consulting services with industry-leading workplace... ...firm. Elliott Davis, LLC’s Healthcare Transaction Advisory Services ("TAS") practice assists clients... ...and oversee engagement economics and management of resources Collaborate with other Elliott...Contract workWork at officeFlexible hours
$180k - $220k
...Grant Thornton is seeking an Advisory Director Client Relationship... ...ROI across shared services, finance, IT, HR, customer service... ...and executive relationship management, this leader shapes how capabilities... ..., Technology Modernization, Transactions, AI, Outsourcing)...Work at office$121k - $181.4k
...As a Manager, you will be responsible for teams that consult with Grant Thornton accounting advisory clients on complex accounting transactions. You will apply your knowledge of each client’s operations... ...clients about engagement and service expectations; resolving...InternshipSeasonal workWork at officeLocal areaRemote workFlexible hours2 days per week$106.5k - $195.1k
...be opportunities to progress to senior manager. Your Key Responsibilities Preparing... ...modeling for private client tax advisory services. Identifying and communicating significant... ...assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally...Work experience placementSummer holidayFlexible hours$119.5k
...thinking approach to strategic tax advisory, offering tailored solutions... ...planning, proactive risk management, and innovative strategies... ...Payroll & Employment Tax Services team. This individual will play... ...tax implications of transactions and organizational changes,...Hourly payLocal areaFlexible hours- GreerWalker LLP is seeking a senior professional for audit and transaction advisory roles in the Charlotte area. The position involves leading buy-side and sell-side engagements, performing financial due diligence, and advising clients on acquisition decisions and financing...
- Citi in Charlotte is seeking to fill a Transaction Management position responsible for supporting the lending lifecycle. The role includes loan closing, client onboarding, and ensuring compliance with internal policies. The ideal candidate will possess strong organizational...
$100k - $140k
...? As a Strategic Resourcing Services Consultant, you are charged... ...alignment. This role goes beyond transactional staffing. The Strategic... ...Engage directly with hiring managers, delivery leaders, and executive... ...Workforce optimization and advisory Develop multi‑year...Full timeContract workFlexible hours$1,500 per month
...workforce strategy and solutions company with two divisions: HR Advisory (behavioral health and HHS focus) and Hospitality Staffing.... ...pipeline is yours to convert, the rest is yours to build), transactional services sales, a hand-holding environment. What you'll do:...Contract work$150k - $225k
...working at A&M. Director, Tech Services M&A We are seeking a Director... ...Contribute The Director will manage the full deal lifecycle from... ...companies, or related transaction/merger integration experience... ...following areas: Private Equity Advisory IT merger integration and carve...Full timePart timeInterim roleLocal areaFlexible hours$159.4k - $247.9k
...Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. At Cherry Bekaert we... ...has been created for a Senior Manager to join our high performing team with... ...advised on ~600 deal with an aggregate transaction value exceeding $19B. Our ideal...Work experience placementLocal areaRemote work- Whistle Express Car Wash is seeking a Director, Shared Services to lead the company’s transactional finance functions across multiple Charlotte-area locations. You will own AP, AR, employee spend, and property payments, building a service-oriented, process-disciplined...
- ...future, and what we stand for as a firm. KPMG is currently seeking a Tax Manager to join our Business Tax Services practice. Responsibilities: Provide tax compliance and advisory services to pass-through entities and partnerships for a variety of Asset...Local area
- ...About Our Company: We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year‑end... ...and support on customer service processes and transaction‑processing standards. Guide team members in...Full timePart time
$18 per hour
...FRIENDLY TAKES FLIGHT – BECOME A CUSTOMER SERVICE AGENT LEAD TODAY! Interested in working... ...and accurate handling of passengers Manage ticketing and reservation systems, processing... ...record‑keeping for all customer service transactions Foster a positive and inclusive work...Hourly payPart timeLocal areaFlexible hoursNight shift- ...South Boulevard - Responsibilities: Lead day-to-day customer service initiatives; Inspire, motivate, and encourage associates to provide... ...customers to create a positive shopping experience and proactively solve problems; Troubleshoot issues with registers and transactions...Part time
$150k
...prepare and close project proposals, and manage all project work through a network of... ...selling and delivering home improvement services, be familiar with the process of getting homes fixed up as part of a home sale transaction, and will thrive in an entrepreneurial,...Temporary workFor contractorsFor subcontractorImmediate start$90k - $150k
...is both strategic and hands‑on, serving as a trusted partner to Practice Area Leaders and Managing Directors to ensure seamless administrative operations and exceptional service delivery. As an administrative lead for a growing practice, this role will also partner with...For contractorsWork at officeLocal area- ...leader in serving the global financial services marketplace and the only professional services... ...and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate,... ...non-US indirect taxes such as foreign transaction taxes, stamp duty, and value-added taxes...Flexible hours
- National Dealer Services Director - South East Responsibilities Independently manages a portfolio of tactical clients with primary... ...and close complex financial transactions. Proven ability to pitch,... ...Skills for Success Client Advisory & Relationship Management - Ability...Internship
$140k - $150k
...AccountDirector - Microsoft Products & Services for our global IT Transformation client... ...clients on topics ranging from account management, renewals, strategic solution guidance,... ...addendums and change orders as required Advisory and Relationship Management Proactively...Permanent employmentFull timeContract workTemporary workCurrently hiringRemote work- Forvis Mazars, LLP in Charlotte, North Carolina, is seeking an experienced tax professional responsible for managing tax compliance and advisory services. The role includes mentoring tax professionals and ensuring high-quality client service through strategic planning....Flexible hours
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