Lead and manage the closing process for HTC and NMTC transactions. * Review financial models to ensure accuracy and strategic alignment. * Supervise and mentor junior staff, fostering professional ...
74 Plantemoran Transaction Advisory Services Manager Jobs Hiring Near You
Lead and manage the closing process for HTC and NMTC transactions. * Review financial models to ensure accuracy and strategic alignment. * Supervise and mentor junior staff, fostering professional ...
Audit Manager - Japanese Business Services
Columbus, OH · On-site
$100.50K - $131.80K/yr
Our rapid growth and increasing demands for our services has created a need for a highly motivated ... Experience managing client relationships/engagements * Japanese language skills required- verbal ...
Audit Manager - Japanese Business Services
Columbus, OH · On-site
$100.50K - $131.80K/yr
Our rapid growth and increasing demands for our services has created a need for a highly motivated ... Experience managing client relationships/engagements * Japanese language skills required- verbal ...
Workday Financials Manager
Columbus, OH · Hybrid
Workday Certification in Financial Management or Professional Services functional areas preferred. * Experience configuring and supporting Workday Adaptive Financial Planning preferred.
Workday Financials Manager
Columbus, OH · Hybrid
Workday Certification in Financial Management or Professional Services functional areas preferred. * Experience configuring and supporting Workday Adaptive Financial Planning preferred.
Client Services Administration * Deliver superior client service * Serve as a liaison between ... Manage and prioritize tasks and workflows * Serve as a liaison between advisors and the broader ...
Client Services Administration * Deliver superior client service * Serve as a liaison between ... Manage and prioritize tasks and workflows * Serve as a liaison between advisors and the broader ...
Providing tax services for individuals working in US and foreign countries. * Preparingand ... On the surface, we're one of the nation's largest audit, tax, consulting, and wealth management ...
Providing tax services for individuals working in US and foreign countries. * Preparingand ... On the surface, we're one of the nation's largest audit, tax, consulting, and wealth management ...
Manage and prioritize tasks and workflows * Serve as a liaison between advisors and broader PMFA ... Client Services Administration * Serve as a liaison between internal staff, custodian, and others ...
Manage and prioritize tasks and workflows * Serve as a liaison between advisors and broader PMFA ... Client Services Administration * Serve as a liaison between internal staff, custodian, and others ...
Senior Accountant
$71.50K - $89.80K/yr
Provide accounting services to clients * May assist with special projects and resolution of client ... Create and maintain records of client financial transactions using QuickBooks Online, Intacct ...
Senior Accountant
$71.50K - $89.80K/yr
Provide accounting services to clients * May assist with special projects and resolution of client ... Create and maintain records of client financial transactions using QuickBooks Online, Intacct ...
On the surface, we're one of the nation's largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you'll see what makes us different: we're a relatively jerk-free ...
On the surface, we're one of the nation's largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you'll see what makes us different: we're a relatively jerk-free ...
Whether you intend to specialize or you'd rather gain exposure across many service lines, the sky ... On the surface, we're one of the nation's largest audit, tax, consulting, and wealth management ...
Whether you intend to specialize or you'd rather gain exposure across many service lines, the sky ... On the surface, we're one of the nation's largest audit, tax, consulting, and wealth management ...
... manage growth, leverage resources, and mitigate costs and risks. At Plante Moran, we have the privilege of serving clients and providing consultative services as they face challenges and seek new ...
... manage growth, leverage resources, and mitigate costs and risks. At Plante Moran, we have the privilege of serving clients and providing consultative services as they face challenges and seek new ...
2027 Tax Solutions Group Intern
Columbus, OH · On-site
Whether you intend to specialize or you'd rather gain exposure across many service lines, the sky ... On the surface, we're one of the nation's largest audit, tax, consulting, and wealth management ...
2027 Tax Solutions Group Intern
Columbus, OH · On-site
Whether you intend to specialize or you'd rather gain exposure across many service lines, the sky ... On the surface, we're one of the nation's largest audit, tax, consulting, and wealth management ...
Manage andmaintainpositive working relationships with vendors. * Develop andtestdisaster recovery ... Working knowledge of TCP/IP networking and familiaritywithQuality of Service-QoS * Microsoft Teams ...
Manage andmaintainpositive working relationships with vendors. * Develop andtestdisaster recovery ... Working knowledge of TCP/IP networking and familiaritywithQuality of Service-QoS * Microsoft Teams ...
Whether you intend to specialize or would rather gain exposure across many service lines, the sky ... On the surface, we're one of the nation's largest audit, tax, consulting, and wealth management ...
Whether you intend to specialize or would rather gain exposure across many service lines, the sky ... On the surface, we're one of the nation's largest audit, tax, consulting, and wealth management ...
Providing tax consulting services specific to state and local taxes, including income, franchise ... On the surface, we're one of the nation's largest audit, tax, consulting, and wealth management ...
Providing tax consulting services specific to state and local taxes, including income, franchise ... On the surface, we're one of the nation's largest audit, tax, consulting, and wealth management ...
Transaction Advisory Services Manager
$110K - $160K/yr
A Transaction Advisory Services Manager at Weaver assists in the strategic development and execution of an appropriate transaction structure, including the execution of financial due diligence. The ...
Transaction Advisory Services Manager
$110K - $160K/yr
A Transaction Advisory Services Manager at Weaver assists in the strategic development and execution of an appropriate transaction structure, including the execution of financial due diligence. The ...
Transaction Advisory Services Manager Seeking a highly motivated Manager for a Transaction Advisory Services practice (TAS). Our TAS practice provides private equity and corporate clients with buy ...
Transaction Advisory Services Manager Seeking a highly motivated Manager for a Transaction Advisory Services practice (TAS). Our TAS practice provides private equity and corporate clients with buy ...
Plante Moran's Transaction Advisory Services (TAS) team delivers strategic guidance and financial due diligence across the investment lifecycle, from pre-LOI through post-acquisition. As a manager ...
Plante Moran's Transaction Advisory Services (TAS) team delivers strategic guidance and financial due diligence across the investment lifecycle, from pre-LOI through post-acquisition. As a manager ...
A Transaction Advisory Services Manager at Weaver assists in the strategic development and execution of an appropriate transaction structure, including the execution of financial due diligence. The ...
A Transaction Advisory Services Manager at Weaver assists in the strategic development and execution of an appropriate transaction structure, including the execution of financial due diligence. The ...
A Transaction Advisory Services Manager at Weaver assists in the strategic development and execution of an appropriate transaction structure, including the execution of financial due diligence. The ...
A Transaction Advisory Services Manager at Weaver assists in the strategic development and execution of an appropriate transaction structure, including the execution of financial due diligence. The ...
Transaction Advisory Services Manager
$110K - $160K/yr
A Transaction Advisory Services Manager at Weaver assists in the strategic development and execution of an appropriate transaction structure, including the execution of financial due diligence. The ...
Transaction Advisory Services Manager
$110K - $160K/yr
A Transaction Advisory Services Manager at Weaver assists in the strategic development and execution of an appropriate transaction structure, including the execution of financial due diligence. The ...
Plantemoran Jobs Information
What are the key skills and qualifications needed to thrive as a Transaction Advisory Services Manager, and why are they important?
What are some common challenges faced by Transaction Advisory Services Managers during client engagements?
What are Transaction Advisory Services Managers?
What is the difference between Transaction Advisory Services Manager vs Financial Analyst?
| Aspect | Transaction Advisory Services Manager | Financial Analyst |
|---|---|---|
| Required Credentials | Bachelor's degree, CPA or CFA often preferred | Bachelor's degree in finance, accounting, or related field |
| Work Environment | Consulting firms, investment banks, corporate finance teams | Corporations, investment firms, financial departments |
| Employer & Industry Usage | Used in M&A, due diligence, valuation projects | Used in financial planning, reporting, analysis |
| Common Search & Comparison Intent | Understanding managerial roles in transaction advisory | Analyzing 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.

Full-time
Medical, Dental, Vision, Life, Retirement
Posted 10 days ago
Job description
Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us.
Overview:
We are seeking a dynamic and experienced Senior Manager to join our Housing and Community Development practice. This role is ideal for a strategic thinker and hands-on leader with deep expertise in Historic Tax Credits (HTC) and New Markets Tax Credits (NMTC). Experience with IRA renewable energy tax credits and Opportunity Zones (OZ) is also preferred, but not required. The successful candidate will play a critical role in managing and structuring complex financial closings, reviewing financial models, mentoring staff, and driving practice growth.
Key Responsibilities:
- Lead and manage the closing process for HTC and NMTC transactions.
- Review financial models to ensure accuracy and strategic alignment.
- Supervise and mentor junior staff, fostering professional development and technical excellence.
- Collaborate with legal, financial, and development teams to structure transactions.
- Cultivate client relationships and contribute to business development efforts
- Stay current on regulatory changes and industry trends affecting tax credit programs.
- Collaborate with colleagues on strategic planning to assist in growing the practice.
Qualifications:
- Minimum 7-10 years of experience in housing/community development finance.
- CPA or JD required
- Proven track record with closing HTC and NMTC transactions.
- Strong technical skills, including a strong understanding of lease pass-through structures, twinned transactions, and partnership taxation.
- Exceptional analytical, organizational, and communication skills.
- Strong skills in Microsoft Excel and financial modeling.
- Demonstrated ability to lead teams and manage multiple projects simultaneously.
Preferred Credentials:
- Relevant professional designation.
- Experience working with institutional investors, developers, and community stakeholders.
Location:
- Location preferred near one of our Plante Moran offices, including Michigan, Ohio, Illinois, and Denver
- Occasional national travel to conferences required
Why Join Us?
Our firm is nationally recognized for its commitment to community development and tax credit innovation. You'll work alongside industry leadersand others who are shaping the future of housing and community revitalization
What makes us different?
On the surface, we're one of the nation's largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you'll see what makes us different: we're a relatively jerk-free firm (hey, nobody 's perfect) with a world-class culture, consistent recognition as one of Fortune Magazine's "100 Best Companies to Work For," and an endless array of opportunities.At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So,what are you waiting for? Apply now.
Plante Moran enjoys a "Workplace for Your Day" model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day.
Plante Moran is committed to a diverse workplace.We strive to create a culture where each person feels accepted and valued. We believe that each person's ultimate potential begins with first acknowledging their inherent dignity. When we can recognize - and celebrate - our many human differences, we're able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work.Plante Moran is an Equal Opportunity Employer.
Plante Moran maintains a drug-free workplace.
Interestedapplicantsmust submit their resume for consideration using our applicant tracking system. Due to the high volume of interest in our positions, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran.
The specific statements above are not intended to be all-inclusive.
We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability, and life insurance. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays, as well as a 401(k) plan, flexible benefits plans, business-related travel expense, lodging, and meal reimbursement for business-related use. A pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers some contingent staff positions the option to elect health insurance in addition to limited paid sick time.
The compensation range reflects the base salary we reasonably expect to pay for this position across our offices in the following regions: CO, IL, OH, and MA. Please review theposition description for theapplicable geographic location. Generally, experienced hires are not hired at or near the maximum salary range, as compensation decisions take into account a wide variety of factors, including but not limited to: responsibilities, education, experience, knowledge, skills, and geography. For early career roles, including campus hires, we offer standardized, market-based starting salaries among individuals within the same hiring group. This approach ensures fairness and reflects current industry benchmarks for entry-level talent.
Under Colorado's Job Application Fairness Act, you have the right to redact, from any documents that you submit in connection with your application, information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation.
The compensation range for this role in CO, IL, OH, and MA is: $135,000-$185,000
#LI-Remote
#LI-CD1
This application window is a good-faith estimate of the time that this posting will remain open. This deadline will be promptly updated if the deadline is extended.