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Manager- Transaction Advisory Services

BPM· Advisory – Transaction Advisory Services (TAS)
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Hybrid (California)$140k - $165kFull-timePosted 4d ago

About the role

Manager level role overseeing engagements in Transaction Advisory Services, leading QoE data preparation, analyzing market trends and cash flow for deal valuations, and mentoring staff while collaborating with leadership for practice growth.

Responsibilities

  • Successfully manage engagements with little supervision, ensuring high client satisfaction and appropriate firm economics
  • Lead the initial QoE Data Book preparation by leveraging the available international and domestic coworkers
  • Participate in client meetings and site visits while interacting with top-level management to obtain pertinent information for financial analysis
  • Assess market trends that may impact project cash flow requirements and deal valuations
  • Develop, mentor and inspire staff
  • Interest in developing client relationships
  • Ability to work effectively and thrive in a team environment with all levels of client personnel in various industries
  • Thrive in a dynamic fast paced work environment
  • Provide ideas and feedback based on your experience to improve the practice and our deliverables
  • Work directly with Managing Director and Partner

Qualifications

  • A Bachelor or Masters Degree in Accounting and/or Finance
  • A CPA or CVA
  • 4-5 years of public accounting or consulting experience from a national professional services firm
  • Transaction advisory or related accounting experience
  • Experience with direct client management
  • A strong aptitude for quantitative and qualitative analysis
  • The capability of working in a demanding, deadline-driven environment either independently or within a team dynamic while effectively managing unexpected issues and/or questions in a professional manner

Skills

Required:Accounting and finance knowledgeCPA or CVAClient engagement management

Benefits

  • Total rewards package: From flexible work arrangements to personalized benefit structures and financial compensation options that give you choice and flexibility
  • Well-being resources: Interactive wellness platform and incentives, an employee assistance program and mental health resources, and Colleague Resource Groups (CRGs)
  • Balance & flexibility: 14 Firm Holidays including 2 floating, Flex PTO, paid family leave, winter break, summer hours, and remote work options
  • Professional development opportunities: A learning culture with CPA exam resources and bonuses, a coach program, and live classes, workshops, and seminars through BPM University
  • Be part of a purpose-driven organization: Values people, community, and sustainability, where BPM's B Corp commitment is reflected in the way we work and support one another.
Last updated Oct 21, 2026. Interested? Apply on the company site.

About BPM

Tax, Advisory, and Accounting Firm | BPM

As a trusted accounting firm, BPM delivers tailored tax, advisory, and accounting services to drive your unique vision of success.

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