Deal Advisory Manager

5 days ago


Bethesda, MD, United States Cherry Bekaert Full time

Ranked among the largest accounting and consulting firms in the country and consistently recognized as a Great Place to Work (https://www.cbh.com/about/awards-and-recognition/) , Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared success through teamwork, energy, and expertise. We approach today's toughest business challenges with a client-first mindset, working together to create exceptional value. We are all committed to making a difference for our people, our clients, our community, and our professions. To meet this commitment, Cherry Bekaert will provide you with the space to pursue growth and development opportunities that will guide and support you at each stage of your personal and professional journey.

Due to the sustained growth and success of our Deal Advisory (https://www.cbh.com/services/advisory/transaction-advisory-services/deal-advisory/) practice, an opportunity has been created for a Manager to join our team with the flexibility to sit in multiple offices throughout our footprint or possibly remote for the right resource. Our National Deal Advisory practice supports M&A activities of our Private Equity clients and strategic corporations across the US and internationally. Our services include buy-side due diligence, sell-side due diligence, working capital assistance, merger integration and optimization, divestitures and carve outs. Throughout 2024, our team advised on ~600 deal with an aggregate transaction value exceeding $19B. Our ideal candidate will have at least two years of demonstrated experience performing work across an array of M&A engagements in a large regional/national public accounting firm or related professional services consulting environment. If you're ready to join our team of seasoned, expert, nationally acclaimed and knowledgeable professionals - we're ready to hear from you

What your day(s) will look like:

  • Work closely with Partners and Directors to manage activities of buy-side and sell-side financial and tax due diligence engagements across a wide array of industries

  • Perform quality of earnings, quality of assets and working capital analyses by interviewing management, and analyzing & synthesizing data to identify historical and future financial and operational trends that provide insights in the deal negotiation process

  • Develop relationships with client's senior-leadership teams and target company executives

  • Communicate due diligence findings in a formal report

  • Supervise junior staff and provide performance review feedback

What you bring to the role:

  • Bachelor's degree in Accounting (preferred), Finance or related business discipline

  • Active CPA license or in-progress required

  • 5+ years of professional services experience, with 2+ years of demonstrated financial due diligence experience

  • Strong accounting, data analysis/mining and critical thinking skills

  • Effective communication skills (both oral and written)

  • Positive attitude, strong work ethic and excellent interpersonal/relationship building skills

  • Strong project management skills, ability to run multiple engagements at once

  • Advanced Excel and PowerPoint skills

  • Willingness to travel as needed (expected



  • Bethesda, MD, United States CohnReznick Advisory LLC Full time

    Not-for-Profit Client Accounting - Manager Opportunity ID 8945 Department Advisory Location(s) Bethesda State Maryland Function Advisory Job Description As CohnReznick grows, so do our career opportunities. As one of the nation's top professional services firms, CohnReznick creates rewarding careers in advisory, assurance, and tax with team members who...


  • Bethesda, MD, United States Focus Financial Partners Inc. Full time

    DIRECTOR, ADVISORY LEADERSHIP TEAM Boston, MA Bethesda, MD Position Summary The Director, Advisory Leadership Team serves as a primary liaison between the overall business objectives and evidence-based service framework of Focus Partners Wealth, and the seamless execution of advisory-led client experiences. This role serves as a strategic and accountability...


  • Bethesda, MD, United States Focus Financial Partners Inc. Full time

    DIRECTOR, ADVISORY LEADERSHIP TEAM Boston, MA Bethesda, MD Position Summary The Director, Advisory Leadership Team serves as a primary liaison between the overall business objectives and evidence-based service framework of Focus Partners Wealth, and the seamless execution of advisory-led client experiences. This role serves as a strategic and accountability...


  • Bethesda, MD, United States Focus Financial Partners Inc. Full time

    DIRECTOR, ADVISORY LEADERSHIP TEAM Boston, MA Bethesda, MD Position Summary The Director, Advisory Leadership Team serves as a primary liaison between the overall business objectives and evidence-based service framework of Focus Partners Wealth, and the seamless execution of advisory-led client experiences. This role serves as a strategic and accountability...

  • Tax Senior Associate

    2 weeks ago


    Bethesda, MD, United States CohnReznick Advisory LLC Full time

    Tax Senior Associate - Transfer Pricing Opportunity ID 8993 Department Tax Location(s) Bethesda State Maryland Function Tax Job Description As CohnReznick grows, so do our career opportunities. As one of the nation's top professional services firms, CohnReznick creates rewarding careers in advisory, assurance, and tax with team members who value...

  • Tax Senior Associate

    2 weeks ago


    Bethesda, MD, United States CohnReznick Advisory LLC Full time

    Tax Senior Associate - Transfer Pricing Opportunity ID 8993 Department Tax Location(s) Bethesda State Maryland Function Tax Job Description As CohnReznick grows, so do our career opportunities. As one of the nation's top professional services firms, CohnReznick creates rewarding careers in advisory, assurance, and tax with team members who value...


  • Bethesda, MD, United States CohnReznick Advisory LLC Full time

    Tax Senior Associate - Transfer Pricing Opportunity ID 8993 Department Tax Location(s) Bethesda State Maryland Function Tax Job Description As CohnReznick grows, so do our career opportunities. As one of the nation's top professional services firms, CohnReznick creates rewarding careers in advisory, assurance, and tax with team members who value...


  • Bethesda, MD, United States CohnReznick Full time

    Not-for-Profit Client Accounting - Manager Opportunity ID 8945 Department Advisory Location(s) Bethesda State Maryland Function Advisory Job Description As CohnReznick grows, so do our career opportunities. As one of the nation's top professional services firms, CohnReznick creates rewarding careers in advisory, assurance, and tax with team members who...

  • Tax Manager

    2 weeks ago


    Bethesda, MD, United States Councilor, Buchanan & Mitchell, P.C. Full time

    Councilor, Buchanan & Mitchell, P.C. (CBM), a leading accounting and business advisory firm serving clients across Washington DC, Baltimore, and the Mid-Atlantic region, is currently seeking an experienced tax professional. The ideal candidate will have at least six years of public accounting and tax experience with pass-through entities and will work on...

  • Tax Manager

    1 week ago


    Bethesda, MD, United States Councilor, Buchanan & Mitchell, P.C. Full time

    Councilor, Buchanan & Mitchell, P.C. (CBM), a leading accounting and business advisory firm serving clients across Washington DC, Baltimore, and the Mid-Atlantic region, is currently seeking an experienced tax professional. The ideal candidate will have at least six years of public accounting and tax experience with pass-through entities and will work on...