TAS Manager

7 months ago


Woodbury, United States Citrin Cooperman Full time

This year we were rated top 100 firms to work for by Inside Public Accounting and Accounting Today. We are always looking for new team members who bring a fresh perspective, technical expertise, and a passion for solving problems. At Citrin Cooperman, we offer you the flexibility to take your career to the next level and still allow you to  focus on what matters to you

Responsibilities, but not limited to: 

Conduct buy-side and sell-side financial due diligence on behalf of private equity clients and corporate acquirers/sellers. Plan and manage due diligence engagements on budget Act as primary client contact for the duration of the due diligence process Prepare and/or review Excel data packs Conduct on-site and/or phone interviews with C-level personnel at acquisition targets Prepare due diligence reports and presentations to clients which compile analyses and highlight key findings and recommendations Analyze historical financial and operating results of target companies and explain business trends and identify risks Prepare financial models related to mergers, acquisitions or other related transactions Perform industry research as needed on engagements Schedule and supervise the tasks and project assignments of senior analysts Mentor, train and supervise junior staff Apply TAS Best Practices to ensure consistent quality of service and work product Actively participate in the development of the group’s Best Practices Develop proposal including budgets and scope of work and present proposals to prospective clients  Identify and pursue business development opportunities through industry and networking relationships

  Qualifications

Bachelor’s degree in Accounting, Business Administration, Economics, Finance or equivalent CPA required Minimum of 2+ additional years of financial due diligence experience Minimum of 2+ years of audit experience, preferably dealing with lower middle market companies (

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