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Transaction Advisory Services Manager Jobs (NOW HIRING)

Manager, Transaction Advisory Services Join Aprio's Transaction Advisory Services team and help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm ...

Join Aprio's Transaction Advisory Services team and you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Manager to join ...

Transaction Advisory Services Manager

Atlanta, GA ยท On-site +1

$110K - $160K/yr

Join Aprio's Transaction Advisory Services team and you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Manager to join ...

A minimum of 1-3 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 Manager within that practice. * Team ...

A minimum of 1-3 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 Manager within that practice. * Team ...

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Transaction Advisory Services Manager information

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$75K

$152.3K

$226.5K

How much do transaction advisory services manager jobs pay per year?

As of May 28, 2026, the average yearly pay for transaction advisory services manager 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 Transaction Advisory Services Manager, and why are they important?

A Transaction Advisory Services Manager needs a strong background in finance, accounting, and due diligence, typically with a CPA, CFA, or similar qualification. Familiarity with financial modeling tools, data analytics software, and ERP systems is crucial for analyzing transactions. Excellent communication, project management, and client relationship skills set top performers apart in this role. These competencies ensure accurate assessments, smooth transaction processes, and the delivery of high-value insights to clients during mergers and acquisitions.

What are some common challenges faced by Transaction Advisory Services Managers during client engagements?

Transaction Advisory Services Managers often encounter challenges such as tight deal deadlines, managing multiple stakeholders with differing priorities, and navigating complex financial and operational data. They must balance thorough due diligence with efficiency to meet client expectations and regulatory requirements. Effective communication and project management skills are essential to ensure all parties remain aligned and informed throughout the transaction process.

What are Transaction Advisory Services Managers?

Transaction Advisory Services Managers are professionals who guide organizations through complex business transactions, such as mergers, acquisitions, divestitures, and restructurings. They oversee due diligence processes, analyze financial data, assess risks, and provide strategic recommendations to ensure deals are executed smoothly and add value. Their work involves collaborating with clients, legal advisors, and other stakeholders to support informed decision-making and maximize transaction outcomes.

What is the difference between Transaction Advisory Services Manager vs Financial Analyst?

AspectTransaction Advisory Services ManagerFinancial Analyst
Required CredentialsBachelor's degree, CPA or CFA often preferredBachelor's degree in finance, accounting, or related field
Work EnvironmentConsulting firms, investment banks, corporate finance teamsCorporations, investment firms, financial departments
Employer & Industry UsageUsed in M&A, due diligence, valuation projectsUsed in financial planning, reporting, analysis
Common Search & Comparison IntentUnderstanding managerial roles in transaction advisoryAnalyzing entry-level or specialized financial roles

The Transaction Advisory Services Manager focuses on leading M&A transactions, due diligence, and valuation projects, requiring managerial experience and certifications like CPA or CFA. In contrast, a Financial Analyst typically performs data analysis, financial modeling, and reporting at an entry or specialist level. Both roles are vital in finance but differ in scope, responsibilities, and seniority.

More about Transaction Advisory Services Manager jobs
What cities are hiring for Transaction Advisory Services Manager jobs? Cities with the most Transaction Advisory Services Manager job openings:
What are the most commonly searched types of Transaction Advisory Services jobs? The most popular types of Transaction Advisory Services jobs are:
Who are the top companies hiring for Transaction Advisory Services Manager jobs? The top employers for Transaction Advisory Services Manager jobs are:
What states have the most Transaction Advisory Services Manager jobs? States with the most job openings for Transaction Advisory Services Manager jobs include:
Infographic showing various Transaction Advisory Services Manager job openings in the United States as of May 2026, with employment types broken down into 4% Internship, 67% Full Time, 4% Part Time, 21% Temporary, and 4% Contract. Highlights an 98% Physical, and 2% Hybrid job distribution, with an average salary of $152,336 per year, or $73.2 per hour.
Transaction Advisory Services Manager

Transaction Advisory Services Manager

Myers and Stauffer

Fort Lauderdale, FL โ€ข Hybrid

Other

Posted 4 days ago


Job description

#LI-PL1 #LI-Hybrid

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 toย 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.

Minimum Qualificationsย 

  • Bachelor's degreeย 
  • 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

Essential Functions and Primary Duties

  • 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 accounting findings and concepts.
  • Develop and propose creative solutions to engagement and transaction risks and effectively manage problem resolution.
  • Contribute significantly to the development and training of junior staff members.
  • Possess the ability to review and critique project databooks and reports prepared by engagement team members.
  • Display the ability to manage and prioritize team responsibilities, and proactively consult with Directors and Managing Directors
  • Work on multiple projects of varying size and complexity.
  • Play an integral role in developing relationships with current and prospective clients, identify market opportunities and articulate our value proposition.

Preferred Qualifications

  • A minimum of 4-6 years of applicable work experience including experience in one of the following (preferably with a Big 4 public accounting firm or other national firm: financial audit, transaction advisory services, investment banking, financial consulting or other M&A experience.
  • A minimum of 1-3 years of experience in the transaction advisory services practice of a Big 4 firm or other national firm, including experience in the role of Manager within a transaction advisory services practice.
  • Extensive experience in project management including planning, organizing, coordinating, and managing staff, clients, and/or partners towards the successful completion of a project.
  • Advanced MS Excel skills and strong working knowledge of other MS Office applications
  • Demonstrated ability to learn and succeed in a fast-paced and unconventional work environment is essential.
  • Strong verbal and written communication skills.
  • Experience working in a fast-paced environment and ability to manage multiple projects and deadlines.
  • Consistently display leadership capabilities.
  • Possess an uncommon drive and entrepreneurial spirit.