Transaction Advisory Services

About PKF O’Connor DaviesPKF O’Connor Davies is a top-ranked accounting, tax, and advisory firm with offices across the U.
S. and internationally through our PKF global network. For over a century, we have built our reputation on deep industry expertise, a personalized approach, and a commitment to delivering real value to our clients.
Our mission is to provide exceptional service while fostering long-term relationships built on trust and integrity. We serve a diverse client base across industries and sectors, helping organizations and individuals navigate complex challenges with confidence.
At PKF O’Connor Davies, culture is at the heart of who we are. We believe our team members are our greatest asset, and we invest in their growth and success through mentorship, professional development, and continuous learning opportunities. Our goal is to foster a collaborative environment where diverse perspectives are valued, innovation is encouraged, and team members can make an impact. We are also committed to supporting work–life balance, offering flexibility and resources to help our team members grow their careers while maintaining fulfilling personal lives.
If you are looking for a career where you can grow, contribute, and be part of a firm that values both excellence and community, PKF O’Connor Davies is the place for youWe are seeking a Manager to join our growing Transaction Advisory Services (TAS) practice. The TAS Manager is responsible for leading and managing financial due diligence engagements related to mergers, acquisitions, divestitures, and other transaction-driven events. This role requires deep technical accounting expertise, strong project and client management skills, and the ability to mentor and develop team members while delivering high-quality, client-ready results.
The Manager serves as a primary client contact, works closely with Partners on engagement strategy and business development, and plays a key role in the continued growth of the Transaction Advisory practice.

Key Responsibilities
Engagement Leadership & ExecutionLead buy-side and sell-side financial due diligence engagements from planning through deliveryOversee and review Quality of Earnings (QoE), Net Working Capital, Cash Flow, and Debt-like Items analysesEvaluate complex accounting issues and transaction considerations under U.
S. GAAPManage engagement scope, timelines, budgets, and staffingReview and finalize client deliverables, including diligence reports and presentationsClient & Stakeholder ManagementServe as the primary point of contact for clients, private equity professionals, and other stakeholdersPresent findings to clients, investors, and deal teamsCoordinate with investment bankers, legal counsel, tax advisors, and internal audit and advisory teamsIdentify and communicate key deal risks, trends, and opportunitiesTeam Leadership & DevelopmentManage, mentor, and develop Supervisors, Senior Associates, and AssociatesProvide performance feedback, coaching, and career guidanceSupport engagement staffing, training, and resource planningPromote quality, consistency, and best practices across engagementsPractice Development & Firm InitiativesAssist Partners with proposal development, scoping, and business development effortsContribute to practice growth initiatives and thought leadershipParticipate in recruiting, onboarding, and training effortsStay current on transaction trends, accounting standards, and market developmentsQualificationsMust be able to work in the office a minimum of 3 days per week.
Bachelor's degree in Accounting, Business or Finance from an accredited college/university requiredMBA, CFA or other advanced credentials a plusActive CPA license required7+ years of experience in transaction advisory, audit, or related financial advisory servicesExperience in a CPA firm or professional services environmentStrong knowledge of U.
S. GAAP and financial statement analysisSignificant experience leading financial due diligence engagementsProficient with MS Office Suite and data analytics toolsStrong communication, leadership, and client-management skillsAbility to balance multiple engagements and deadlinesDemonstrates strong initiative and the ability to adapt to new challenges and conceptsInterest in long-term growth within Transaction Advisory ServicesThis role requires flexibility to travel when business needs ariseCompensation &

Benefits:
The compensation for this position ranges from $120,000
- $175,000. Compensation will be dependent upon the specific role, office location as well as the individual’s qualifications, experience, skills, and certifications.
At PKFOD, we value our team members and are committed to their success and well-being. As part of our comprehensive benefits and compensation package,

we offer
Medical, Dental, and Vision plansBasic Life, AD&D, and Voluntary Life Insurance401(k) plan and Profit-Sharing programFlexible Spending & Health Saving accountsEmployee Assistance, Wellness, and Work-life pr