Partner-Transaction Advisory Services – Tas
| Company | EisnerAmper |
|---|---|
| Location | Boston, MA, USA, San Francisco, CA, USA, Los Angeles, CA, USA, San Mateo, CA, USA, Dallas, TX, USA, New York, NY, USA |
| Salary | $250980 – $450000 |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Expert or higher |
Requirements
- Bachelor’s degree in accounting, finance, economics or related field.
- 12+ years of transaction advisory and/or combined TAS/audit experience from a public accounting or other professional services firm.
- Demonstrable network of clients and contacts to leverage new business origination.
- Comfortably originate at least $1.5 million of revenues in first year, with continued growth thereafter.
- Significant experience supervising teams in connection with buy-side and sell-side due diligence, including evaluating Quality of Earnings and other deal related financial and operational metrics (e.g., net working capital, indebtedness).
- Well versed in using databooks and related tools typically used in M&A transactions, as well as having strong working knowledge of MS Excel and emerging data analytics tools.
- Active in nationally/locally focused organizations where speaking opportunities and networking have high likelihood of expanding professional network.
- Deep experience in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising staff, and coordinating with other internal and external service providers.
- Strong working knowledge of US GAAP.
- Excellent written and verbal communication skills.
- Ability to travel as needed to service client demands, including internationally.
- Collaboratively work with TAS leaders and other EisnerAmper professionals to strategically drive growth and bring appropriate resources to opportunities.
Responsibilities
- Play key role in practice administration including talent recruitment, operations, and resource management.
- Effectively manage engagement economics.
- Well versed in managing individual and local practice key performance metrics such as utilization, WIP, receivable, and related practice measurements.
- Mentoring and developing team members to develop, advance, and be positioned as future leaders at EAG.
- Produce and distribute monthly and quarterly pipeline, closed business, profitability reports, annual practice summaries to leadership.
- Build upon established client service delivery processes.
- Actively contribute to practice’s business development process.
- Assist in creating professional development programs for practice professionals.
- Participate in marketing and business development programs, including attending and speaking at industry conferences.
- Develop and maintain relationships and communications with existing clients and prospects.
- Simultaneously lead, manage, and supervise multiple client engagements and effectively communicate with clients and internal referral sources.
- Analyze target company financial and operating results to identify non-recurring, unusual or out-of-period transactions that affect reported earnings.
- Write and review reports to clients.
- Ability to identify transaction risks and key deal issues.
- Effectively supervise and acts as a role model for Directors, Senior Managers/Managers, and senior associates.
- Develop agendas and lead meetings with client/target management.
- Maintain periodic communications with clients regarding project status, out of scope work, and potential deal issues as they arise.
Preferred Qualifications
- Masters/advanced degree, CPA, and other professional certifications, a plus.