ZipRecruiter

Log In

Whitley Penn
Whitley Penn

60 Whitley Penn Transaction Advisory Services Manager Jobs Hiring Near You

Whitley Penn

Deal Advisory Senior Associate

Houston, TX · On-site

$13.50 - $16.25/hr

Whitley Penn, a leading CPA and Consulting firm, is looking for a Deal Advisory Services Senior ... or transaction services * Ability to independently manage multiple projects and act autonomously ...

Whitley Penn

Deal Advisory Senior Associate

Houston, TX

$13.50 - $16.25/hr

Whitley Penn, a leading CPA and Consulting firm, is looking for a Deal Advisory Services Senior ... or transaction services * Ability to independently manage multiple projects and act autonomously ...

Whitley Penn

Accounting Manager - CAAS

Houston, TX · Hybrid

How We Work Whitley Penn has become one of the most distinguished and fastest growing public ... Our Client Accounting & Advisory Services team provides a full suite of financial advisory services ...

Whitley Penn

Accounting Manager - CAAS

Houston, TX · On-site

How We Work Whitley Penn has become one of the most distinguished and fastest growing public ... Our Client Accounting & Advisory Services team provides a full suite of financial advisory services ...

Whitley Penn

Tax Manager

Fort Worth, TX · Hybrid

$106.30K - $139.30K/yr

Whitley Penn, a leading CPA and Consulting firm, is looking for a Tax Manager to join our team. The ... Serve clients in a consultative role with an emphasis on exceptional client service and ...

Whitley Penn

Accounts Receivable Coordinator

Fort Worth, TX

$19.25 - $24.75/hr

Whitley Penn, a leading CPA and Consulting firm, is looking for a Accounts Receivable Coordinator ... The Accounts Receivable Coordinator plays a key role in managing client accounts, ensuring timely ...

Whitley Penn

General Interest

Odessa, TX

How We Work Whitley Penn has become one of the region's most distinguished and fastest growing public accounting firms by providing exceptional service that reaches far beyond traditional accounting.

Whitley Penn

Tax Manager

Austin, TX

$110K - $144.20K/yr

Whitley Penn, a leading CPA and Consulting firm, is looking for a Tax Manager to join our team. The ... Serve clients in a consultative role with an emphasis on exceptional client service and ...

Whitley Penn

Tax Manager

San Antonio, TX · Hybrid

$95.40K - $125.10K/yr

Whitley Penn, a leading CPA and Consulting firm, is looking for a Tax Manager to join our team. The ... Serve clients in a consultative role with an emphasis on exceptional client service and ...

Whitley Penn

State & Local Tax Manager

Plano, TX · On-site

$103.80K - $136K/yr

Whitley Penn, a leading CPA and Consulting firm, is looking for a State & Local Tax Manager to join ... Provide state & local income/franchise tax consulting and compliance services to a diverse client ...

Whitley Penn

Tax Manager

San Antonio, TX · Hybrid

$95.40K - $125.10K/yr

Whitley Penn, a leading CPA and Consulting firm, is looking for a Tax Manager to join our team. The ... Serve clients in a consultative role with an emphasis on exceptional client service and ...

Whitley Penn

Tax Manager

Odessa, TX · Hybrid

$112K - $146.80K/yr

Whitley Penn, a leading CPA and Consulting firm, is looking for a Tax Manager to join our team. The ... Serve clients in a consultative role with an emphasis on exceptional client service and ...

Whitley Penn

State & Local Tax Manager

Houston, TX · On-site

$100.40K - $131.60K/yr

Whitley Penn, a leading CPA and Consulting firm, is looking for a State & Local Tax Manager to join ... Provide state & local income/franchise tax consulting and compliance services to a diverse client ...

Whitley Penn

State & Local Tax Manager

Dallas, TX

$103.80K - $136K/yr

Whitley Penn, a leading CPA and Consulting firm, is looking for a State & Local Tax Manager to join ... Provide state & local income/franchise tax consulting and compliance services to a diverse client ...

Whitley Penn

State & Local Tax Manager

Dallas, TX · On-site

$103.80K - $136K/yr

Whitley Penn, a leading CPA and Consulting firm, is looking for a State & Local Tax Manager to join ... Provide state & local income/franchise tax consulting and compliance services to a diverse client ...

next page

Showing results 1-20

All JobsWhitley Penn JobsWhitley Penn Transaction Advisory Services Manager Jobs

Whitley Penn Jobs Information

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.

What is it like to work at Whitley Penn?

Whitley Penn is a professional services firm that values a collaborative and client-focused culture, prioritizing teamwork and open communication among its employees. The company's structure is designed to support a dynamic work environment, with a flat organizational hierarchy and opportunities for professional growth and development. As a mid-sized accounting and consulting firm, Whitley Penn offers a unique blend of big-firm expertise and small-firm flexibility, making it an attractive option for professionals seeking a balanced work-life experience.
What other companies are hiring for Transaction Advisory Services Manager jobs?
What are the most popular jobs at Whitley Penn?
What are the most popular categories at Whitley Penn?
Infographic showing various Transaction Advisory Services Manager job openings at Whitley Penn in the United States as of May 2026, with employment types broken down into 99% Full Time, and 1% Part Time. Highlights an 81% Physical, and 19% Hybrid job distribution.
Deal Advisory Senior Associate

Deal Advisory Senior Associate

Whitley Penn

Houston, TX • On-site

$13.50 - $16.25/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 28 days ago

Job description

Whitley Penn, a leading CPA and Consulting firm, is looking for a Deal Advisory Services Senior Associate to join our team. The Deal Advisory Services team conducts a variety of financial due diligence engagements related to acquisitions by private equity investors and corporate buyers. Senior Associates are responsible for planning and executing client engagements, supervising and training associates, and communicating and building relationships with clients.
JOB DETAILS:
  • Title: Deal Advisory Services Senior Associate
  • Classification: Full-time; Exempt
  • Department: Deal Advisory Services
  • Location: Houston
  • Office expectations: Monday - Thursday in office; remote on Fridays if desired
How We Work
Whitley Penn has become one of the region's most distinguished and fastest growing public accounting firms by providing exceptional service that reaches far beyond traditional accounting. We believe in working in collaborative teams with an emphasis on open-door policy and encouraging entrepreneurial thinking. We learn, innovate, and succeed by sharing knowledge, embracing diversity, and working together. We are all part of the same family and each person matters. We are more than just a job.
How Will You Make an Impact?
  • Participate in and lead financial due diligence engagements related to mergers and acquisitions by private equity investors and corporate buyers
  • Analyze financial/operational results of target companies through reviewing accounting information and conducting interviews with management
  • Prepare/evaluate pro forma financial information
  • Analyze financial/operational results of target companies through reviewing accounting information and conducting interviews with management
  • Evaluate effects of seasonality and cyclicality on cash flow requirements
  • Assist with writing detailed reports and perform financial statement analysis, including the quality of earnings, potential liabilities and risks, and the impact of findings on the valuation of the target company
  • Provide advisory services to clients to assist them in maximizing their financial opportunities and manage the risks involved with possible mergers and acquisitions
  • Member of engagement teams with senior client executives, attorneys, investment bankers, and private equity investors
  • Grow skills to reinforce relationships with current and prospective clients of the firm

How Will You Get Here?
  • Bachelor's degree in Accounting required; Master's degree preferred
  • CPA license or CPA eligibility preferred
  • 2-3 years of experience in one of the following areas with a public accounting or advisory firm: accounting, advisory, financial audit, or transaction advisory services experience (experience related to mergers and acquisitions or financial due diligence preferred)
  • Strong current knowledge of U.S. Generally Accepted Accounting Principles (GAAP), mergers and acquisitions, or transaction services
  • Ability to independently manage multiple projects and act autonomously while being a team player
  • Capable of independently performing research of industries, markets, economies, etc.
  • Excellent written and verbal communication skills
  • Strong time management skills and ability to meet deadlines in a fast-paced environment
  • Proficiency with Microsoft Office, primarily Excel
  • Willingness and ability to travel when necessary

Why Should You Apply?
  • Firm Paid Medical Insurance (Free Employee Only Coverage on 2 of 3 plans)
  • Voluntary Dental and Vision Insurance
  • 17 Annual Firm holidays, with extended breaks around July 4th and year end
  • 20 days PTO for Salaried Employees
  • Paid Maternity and Parental Leave
  • 401(k) with Profit Sharing
  • Discretionary Bonus Program
  • Firm Paid Becker CPA Review Course & Reimbursement for Exam Fees
  • Health & Wellness Program
  • Pet Insurance

Whitley Penn is proud to be an equal opportunity workplace. We recruit, employ, train, compensate, and promote without regard to on age, race, creed, gender, color, religion, national origin, sexual orientation, gender identity, veteran status, disability or any other basis protected by applicable federal, state, or local law. Whitley Penn is a participant in E-Verify please follow the link to review disclosure notifications: https://www.dropbox.com/s/olsr5xgsgxsntu3/E-Verify%20Notices.pdf?dl=0. All employment is decided on the basis of qualifications, merit, and business need.
#LI-ONSITE
#LI-DNP
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Apply