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Transaction Advisory Services Manager

Company: Marcum Search LLC
Location: Boston
Posted on: May 29, 2023

Job Description:

Marcum LLP offers a great career with exceptional benefits.
There's a lot to think about when it comes to launching your career. At Marcum, we offer you a world of opportunity, a highly competitive salary, exceptional benefits, flexible work options, and industry-leading technology, all within an environment that values your contributions and supports your professional growth.
At Marcum, eligible associates receive a benefits package that includes health, dental, and vision insurance, short and long-term disability insurance, life insurance, flexible spending accounts, and transit benefits, as well as paid time off, a 401(k) plan with an employer contribution, and a profit sharing plan.
Marcum LLP is seeking a Transaction Advisory Manager to join our growing and well-established national firm in our New Haven, Hartford, or Greenwich, CT office. This position requires a high-energy, experienced professional, with strong interpersonal skills, ability to work independently and with a team, along with a strong desire to be willing to take on new challenges and responsibilities.ResponsibilitiesResponsible for managing all aspects of due diligence projects including:

  • Obtaining and organizing due diligence information requests and data flow.
  • Managing the completion of project workbooks and related analysis.
  • Reviewing the work of staff.
  • Identification of Quality of Earnings adjustments.
  • Performance of working capital and debt analysis.
  • Identify potential issues and risks that potentially impact the valuation of the target and/or future cash flows.
  • Prepare initial drafts of Quality of Earnings and other due diligence reports.
  • Interacting with client, target management, other professional advisors to a transaction.
  • Managing project budgets and assist with client billings.
  • Ensuring compliance with TAS engagement policies and procedures.
  • Manage the completion of a project to its conclusion.
  • Supervise, train and evaluate staff on engagements.
  • Contribute as an instructor and course developer to the TAS training program.
  • Achieve solid personal financial results including chargeable hours and net margin.
  • Consider participation in industry and professional groups.
  • Assist with practice development activities.


    • Bachelors degree in Accounting, Finance, or other relevant discipline.
    • 4-7 years of relevant experience in delivering financial advisory, transactions advisory services, or similar services.
    • CPA or related certification (CFA, etc.) is desired.
    • Excellent problem solving, analytical and interpersonal skills.
    • Excellent technical accounting and reporting capabilities.
    • Client facing experience is required, good responsiveness.
    • Ability to work effectively and efficiently under the pressure of transaction deadlines.
    • Excellent Excel skills.
    • Excellent business acumen.

      For more information about the position, please send an email to with Transaction Advisory Services Manager/ R2545 in the Subject Line, or use the link to apply directly to the role
      Marcum LLP is an Equal Opportunity EmployerMarcum LLP does not discriminate on the basis of race, ancestry, national origin, color, religion, sex, gender identity, age, marital status, sexual orientation, disability, veteran status, or any other protected classification under the law.

Keywords: Marcum Search LLC, Boston , Transaction Advisory Services Manager, Executive , Boston, Massachusetts

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