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Transaction Advisory Services Manager Jobs (NOW HIRING)

CBIZ

Transaction Advisory Services Manager

New York, NY · Hybrid

... services advisory firm, with 2-3 years of transaction advisory consulting preferred. * Proven experience managing projects and teams. * Demonstrated ability to communicate verbally and in writing ...

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$75K

$152.3K

$226.5K

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

As of Aug 21, 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 is a transaction advisory services manager?

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 are the key skills and qualifications needed to thrive as a transaction advisory services manager?

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 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.

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Transaction Advisory Services Manager jobs near you
Infographic showing various Transaction Advisory Services Manager job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 16% Part Time, and 4% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $152,336 per year, or $73.2 per hour.

Transaction Advisory Services Manager

CBIZ, Inc.

Denver, CO • On-site

Full-time

Re-posted 12 days ago

CBIZ rating

8.0

Company rating: 8.0 out of 10

Based on 57 frontline employees who took The Breakroom Quiz

13th of 23 rated bookkeepers and accountants

Job description


#LI-DNI
Responsibilities
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.
Essential Functions and Primary Duties
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.
  • Lead day-to-day execution of multiple financial due diligence engagements, managing engagement teams and coordinating directly with targets and clients throughout the transaction process, including oversight of deliverables and delivering findings to clients.
  • Apply technical and transaction knowledge and judgement across areas of financial due diligence, including earnings quality, working capital, cash flow, and risk identification.
  • Manage competing priorities across engagements by exercising thoughtful prioritization, stepping into detailed execution when needed, and ensuring deadlines and quality standards are met.
  • Develop and mentor engagement team members by providing clear direction, feedback, and coaching to support technical growth, professional judgment, and progression within the firm.

Preferred Qualifications
  • CPA (or meets the criteria to sit for the CPA exam) 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 2-4 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 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 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

Qualifications
Minimum Qualifications
  • Bachelor's degree required
  • 5 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

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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