Transaction Advisory Services Manager

CBIZ

Transaction Advisory Services Manager providing financial due diligence assistance to middle market companies and private equity investors. Leading engagements and managing client relationships in New York practice.

Posted 7/27/2026full-timeNew York City • New York • 🇺🇸 United StatesMid-LevelSenior💰 $150,000 - $165,000 per yearWebsite

About the role

Key responsibilities & impact

Lead buy-side and sell-side transaction advisory engagements, providing financial due diligence assistance to middle market companies and private equity investors.
Write detailed reports and perform complex analyses, including the analysis of cash flows, quality of assets and earnings, working capital, potential liabilities and risks, and the impact of findings on the purchase price of the target organization.
Advise clients on how to maximize opportunities and minimize risks related to mergers and acquisitions and provide recommendations in the context of valuation and deal structuring alternatives.
Responsible for engagement management, including preparing and presenting diligence findings and concepts.
Contribute significantly to the development and training of junior staff members.
Play an integral role in developing relationships with current and prospective clients, identify market opportunities and articulate our value proposition.
Possess the ability to prepare and review project databooks and analysis prepared by engagement team members.
Display the ability to manage and prioritize team responsibilities and proactively consult with Directors and Managing Directors.

Requirements

What you’ll need

Bachelor’s degree
5 years of experience in public accounting or related field
3 years supervisory experience
Must have active CPA or equivalent certification
Ability to manage all aspects of client engagements
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Must be able to travel based on client and business needs
Proficient use of applicable technology

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account CBIZ Website LinkedIn All Job Openings 10,000+ employees Founded 1996 🛡️ Insurance 🏥 Healthcare 🏭 Manufacturing Insurance
Healthcare
Manufacturing CBIZ is a national professional services firm built for the middle market that provides accounting, tax, advisory, benefits, insurance, and technology solutions to businesses and organizations. The company combines local relationships with national resources to deliver services including audit and attest (through its licensed CPA entity), tax planning and compliance, risk and advisory, HR and benefits administration, insurance solutions, investment and transaction advisory, and technology and cybersecurity services. CBIZ focuses on industry-specific guidance and data-driven insights to help clients grow, manage risk, and improve operations. Transaction Advisory Services Manager 🔥 23 minutes ago 🏢🏡 New York City – Hybrid 💵 $150k - $165k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 👔 Manager 🦅 H1B Visa Sponsor Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
Lead buy-side and sell-side transaction advisory engagements, providing financial due diligence assistance to middle market companies and private equity investors.
Write detailed reports and perform complex analyses, including the analysis of cash flows, quality of assets and earnings, working capital, potential liabilities and risks, and the impact of findings on the purchase price of the target organization.
Advise clients on how to maximize opportunities and minimize risks related to mergers and acquisitions and provide recommendations in the context of valuation and deal structuring alternatives.
Responsible for engagement management, including preparing and presenting diligence findings and concepts.
Contribute significantly to the development and training of junior staff members.
Play an integral role in developing relationships with current and prospective clients, identify market opportunities and articulate our value proposition.
Possess the ability to prepare and review project databooks and analysis prepared by engagement team members.
Display the ability to manage and prioritize team responsibilities and proactively consult with Directors and Managing Directors. 🎯 Requirements
Bachelor’s degree
5 years of experience in public accounting or related field
3 years supervisory experience
Must have active CPA or equivalent certification
Ability to manage all aspects of client engagements
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Must be able to travel based on client and business needs
Proficient use of applicable technology Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs Due Diligence Manager 🔥 4 hours ago Accredited - Specialty Insurer 51 - 200 🛡️ Insurance 🤝 B2B Website LinkedIn All Job Openings Due Diligence Manager leading financial, operational, and commercial risk assessments at Accredited. Collaborating with stakeholders to ensure compliance with risk appetite and regulatory expectations. 🏢🏡 New York City – Hybrid 💵 $150k - $165k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 👔 Manager EPM/CPM Consulting Manager 🔥 6 hours ago MeltOne Advisory 51 - 200 💼 Consulting 🏢 Enterprise 🤖 Artificial Intelligence Website LinkedIn All Job Openings Consulting Manager leading EPM/CPM projects and teams at MeltOne. Driving end-to-end implementations and managing client relationships. 🏢🏡 New York City – Hybrid ⏰ Full Time 🟠 Senior 🔴 Lead 👔 Manager 🗣️🇫🇷 French Required New Business Manager 🔥 7 hours ago Mojo Supermarket 51 - 200 📣 Marketing 📱 Media 🤝 B2B Website LinkedIn All Job Openings New Business Manager at Mojo Supermarket managing client relationships and overseeing new-business opportunities. Leading pitches and ensuring a smooth new-business process with exceptional client experience. 🏢🏡 New York City – Hybrid ⏰ Full Time 🟡 Mid-level 🟠 Senior 👔 Manager Manager – Technology Services 🔥 7 hours ago Mayer Brown 1001 - 5000 ⚖️ Legal 🤝 B2B Website LinkedIn All Job Openings Manager of Technology Services overseeing IT operations in New York for a global law firm. Ensuring service delivery and managing local technology teams with a client-centric approach. 🏢🏡 New York City – Hybrid 💵 $135k - $179k / year ⏰ Full Time 🟠 Senior 🔴 Lead 👔 Manager BIM Manager 🕒 Yesterday Dakota DesignStaff, Inc. 1 - 10 🏗️ Construction 💼 Consulting 🏥 Healthcare Website LinkedIn All Job Openings BIM Manager optimizing workflows for architectural projects at a design search firm. Leading BIM standards and training with a focus on luxury residential and hospitality projects. 🏢🏡 New York City – Hybrid 💵 $120 - $150 / hour ⏰ Full Time 🟡 Mid-level 🟠 Senior 👔 Manager View More Manager Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Is Remote Rocketship legit? Privacy policy Terms of service Job board SEO course OpenClaw job finder Find jobs using your resume Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs