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Remote Transaction Advisory Jobs (NOW HIRING)

Sikich

Manager - Transaction Advisory Services

Chicago, IL · On-site +1

$147.90K/yr

Manager- Transaction Advisory Services (US - Remote) What to expect when you join Sikich Team members at Sikich have a lot in common while also being part of a rich and varied group of contributors ...

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$75K

$152.3K

$226.5K

How much do remote transaction advisory jobs pay per year?

As of May 28, 2026, the average yearly pay for remote transaction advisory in the United States is $152,336.00, according to ZipRecruiter salary data. Most workers in this role earn between $121,000.00 and $177,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Remote Transaction Advisory professional, and why are they important?

To thrive as a Remote Transaction Advisory professional, you need strong financial analysis, due diligence, and accounting expertise, typically supported by a degree in finance or accounting and relevant certifications such as CPA or CFA. Familiarity with financial modeling tools, ERP systems, and data analysis software like Excel, Tableau, or Power BI is essential. Exceptional communication, time management, and problem-solving skills help you stand out in collaborating with clients and teams virtually. These skills are crucial for delivering accurate, timely, and actionable advice that drives successful transactions in a remote environment.

What are the most common challenges faced by professionals in remote transaction advisory roles, and how can they be addressed?

Professionals in remote transaction advisory often face challenges such as coordinating with cross-functional teams across different time zones, ensuring clear communication with clients, and maintaining data security when handling sensitive information. To address these challenges, it's important to leverage secure collaboration tools, establish regular virtual check-ins, and set clear expectations with both clients and team members. Proactively managing communication and staying organized can help maintain productivity and ensure smooth transaction processes, even when working remotely.

What is remote transaction advisory?

Remote transaction advisory refers to providing expert advice and support for business transactions, such as mergers, acquisitions, or financial restructuring, from a location outside the client’s office—usually via digital communication tools. Professionals in this field help clients analyze, structure, and execute deals while ensuring compliance with legal and financial regulations. Working remotely allows for greater flexibility and access to a global client base, using technology to facilitate collaboration and document sharing.

What is the difference between Remote Transaction Advisory vs Remote Due Diligence Specialist?

AspectRemote Transaction AdvisoryRemote Due Diligence Specialist
CertificationsCPA, CFA, or equivalentCPA, CFA, or equivalent
Work EnvironmentConsulting firms, corporate finance teamsFinancial services, consulting firms
Industry UsageInvestment banking, M&A, corporate financeInvestment analysis, risk assessment
Search IntentAdvisory on transactions, deal supportEvaluating target companies, risk due diligence

Remote Transaction Advisory and Remote Due Diligence Specialist roles share similar credentials and industry settings. However, Transaction Advisory focuses on providing strategic advice during mergers, acquisitions, and financial transactions, while Due Diligence Specialists primarily evaluate target companies' financial health and risks. Both roles are essential in the deal process but serve different functions within the transaction lifecycle.

More about Remote Transaction Advisory jobs
What cities are hiring for Remote Transaction Advisory jobs? Cities with the most Remote Transaction Advisory job openings:
What are the most commonly searched types of Transaction Advisory jobs? The most popular types of Transaction Advisory jobs are:
What states have the most Remote Transaction Advisory jobs? States with the most job openings for Remote Transaction Advisory jobs include:
What job categories do people searching Remote Transaction Advisory jobs look for? The top searched job categories for Remote Transaction Advisory jobs are:
Remote Transaction Advisory jobs near you
Infographic showing various Remote Transaction Advisory job openings in the United States as of May 2026, with employment types broken down into 89% Full Time, 5% Part Time, 3% Temporary, and 3% Contract. Highlights an 74% Physical, 21% Hybrid, and 5% Remote job distribution, with an average salary of $152,336 per year, or $73.2 per hour.
Transaction Advisory Services Senior Manager

Transaction Advisory Services Senior Manager

CBIZ

Denver, CO • On-site, Remote

Full-time

This job post has expired today. Applications are no longer accepted.

CBIZ rating

7.9

Company rating: 7.9 out of 10

Based on 48 frontline employees who took The Breakroom Quiz

11th of 17 rated bookkeepers and accountants

Job description

About National TAS
CBIZ's National Transaction Advisory Services, part of CBIZ Private Equity Advisory, is a leading national provider of financial due diligence to middle market private equity sponsors and their portfolio companies. Our team of M&A professionals has deep experience helping our clients make well-informed decisions that have a big impact on their investments. Our business has scaled rapidly in recent years, with sustained year-over-year growth and a clear trajectory for continued expansion. Our people and culture are truly what differentiate us in the market. We aren't just another FDD practice. We invest heavily in our people and processes and operate differently from traditional advisory models:
  • Team members operate in a fully remote model across the continental U.S.
  • You will develop collaborative, lasting professional and personal relationships with clients regardless of your level.
  • You will receive meaningful support and coaching from firm leadership focused on accelerating your development.
  • You will gain exposure to a broad range of clients, industries, and transaction types.
  • You will work in a performance-driven environment where individual contributions materially influence outcomes on our team and with our clients.
  • We offer market-leading compensation and a consistent track record of maximum bonus payout, reflecting the stability and performance of our business.
  • Advancement is merit-based, with promotion timelines driven by performance, judgment, and readiness rather than tenure - our merit-based promotions provide a significant opportunity to accelerate your career trajectory.
  • Our unique business model is designed to provide both autonomy and consistency in schedule from week-to-week - allowing our people to better plan their work activities and personal lives. Business travel requirements are minimal.
  • We are intentional about career sustainability and recognize that long-term performance requires balance We understand that professional opportunities and advancement are important to you, but that time for family, friends and personal pursuits are essential to your life and overall fulfillment. Making sure that team members have flexibility at work, opportunities to enjoy evenings and weekends and to truly disconnect for holidays and time off is critical to each team member's professional engagement and personal well-being.
If you are seeking a high-caliber, rapidly scaling advisory platform with rigorous standards, broad responsibility, and meaningful client impact where you can be your whole self, advance your skills and deepen your experiences, then consider joining our National Transaction Advisory Services team.
About the Role
Our team focuses on providing both buy-side and sell-side financial due diligence to private equity sponsors and companies across a variety of industries located throughout the U.S. You will perform in-depth financial and business analysis and advise clients on how to maximize opportunities and minimize risks related to mergers and acquisitions. Your analyses will directly inform recommendations related to valuation, deal structure, and key transaction risks. This role is demanding and fast-paced, suited for professionals who thrive in high-expectation environments and value strong support, team camaraderie, and exceptional client service.
Responsibilities
  • Proactively manage and oversee multiple financial due diligence engagements simultaneously, demonstrating ownership over the completeness and accuracy of our high-quality client deliverables.
  • Serve as the face of the team with clients and advisors, leading client relationships with confidence and instilling trust through strong communication, proactive issue identification, and sound judgement.
  • Lead detailed review of team analyses and workpapers, while managing engagement timelines, workflows, and internal quality control processes.
  • Exercise advanced technical and transaction judgement on complex, deal-specific issues, guiding teams through high-risk or complex areas of diligence.
  • Lead presentation of key financial diligence findings, risks, and implications to clients and deal stakeholders, ensuring clarity, judgement and alignment with transaction objectives.
  • Develop and coach junior team members through clear direction, feedback, and guidance on both technical and professional skills.

Preferred Qualifications
  • CPA and knowledge of U.S. Generally Accepted Accounting Principles (GAAP)
  • Master's degree in accounting or MBA (with an accounting undergraduate degree)
  • A preferred minimum of 3-5 years of financial audit experience (preferably with a top ten public accounting firm), investment banking, financial due diligence, corporate finance, financial consulting or other M&A experience
  • A minimum of 3-5 years of experience in the transaction advisory services practice of a top ten national accounting firm and a minimum of 1 year in the role of Senior Manager within that practice.
  • Team player with exceptional verbal and written communication skills
  • Advanced MS Excel skills and strong working knowledge of other MS Office applications
  • Self-motivated and demonstrated ability to learn and succeed in a fast-paced and unconventional work environment are essential
  • Possess an uncommon drive and entrepreneurial spirit

Minimum Qualifications
  • Bachelor's degree required
  • 7 years of experience in related field
  • 5 years supervisory
  • Must have and preserve required licenses
  • Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally

#LI-DNI
ABOUT US
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
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.

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About CBIZ

Sourced by ZipRecruiter

With over 100 offices and nearly 6,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.

Industry

Business management consulting

Company size

5,001 - 10,000 Employees

Headquarters location

Cleveland, OH, US

Year founded

1987

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