Transaction Advisory Services Manager

Marcum LLP is thrilled to announce that we are now part of CBIZ and CBIZ CPAs, a partnership that unites us with one of the nation's top accounting and advisory providers. As part of this new chapter, we are pleased to confirm that you'll still be working with the same dedicated team and receiving the same high-quality service you've come to rely on.

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 major markets coast to coast.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C

Essential Functions and Primary Duties

• Obtaining and organizing due diligence information requests and data flow.
• Managing the completion of project workbooks and related analysis.
• Identification of Quality of Earnings adjustments.
• Performance of working capital and debt analysis.
• Identify potential issues and risks that potentially impact the valuation of the target and/or future cash flows.
• Prepare initial drafts of Quality of Earnings and other due diligence reports.
• Interacting with client, target management, other professional advisors to a transaction.
• Managing project budgets and assist with client billings.
• Ensuring compliance with TAS engagement policies and procedures
• Supervise, train and evaluate staff on engagements.
• Achieve solid personal financial results including chargeable hours and net margin.
• Additional responsibilities as assigned

Minimum Qualifications Required

• Bachelor's degree required
• 6 years of experience in related field
• 3 years of supervisory experience
• Must have and preserve required licenses
• 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
• Proficient use of applicable technology
• Must be able to travel based on client and business needs

The annual salary target for this job in this market is $127,000-$153,000. The specific compensation for this role will be determined based on the education, experience, and skillset of the individual selected for this position.

The compensation above is not representative of an employee's total compensation. Beyond income, should you become a full-time team member, you have access to comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program, paid holidays, paid vacation, sick leave and much more.

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