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06/09/2017

TAS Manager (Transaction Advisory Services)

New York, NY; White Plains, NY

Citrin Cooperman is seeking a Transaction Advisory Services (TAS) Manager in their New York, NY or Livingston, NJ office. We are a growing nationally recognized full-service accounting, tax, and consulting firm. We are ranked the 21st largest accounting firm in the US with over 900 partners and staff and 11 offices. The TAS Manager will work with private equity funds, their portfolio companies, and strategic acquirers to help them assess acquisition targets, primarily by performing financial due diligence. 

Education/Certification:
  • Bachelor’s degree in Accounting, Business Administration, Economics, Finance or equivalent
  • CPA required
  • MBA  a plus
Experience:
  • Minimum of 2+ years of audit experience, preferably dealing with middle market companies
  • Minimum of 2+ additional years of financial due diligence experience
Skills, Abilities, Knowledge:
  • Solid working knowledge of US GAAP
  • Highly proficient in Microsoft Word, Excel, and PowerPoint
  • Excellent verbal and written communication skills, specifically business writing aptitude
  • Strong critical thinking skills with the ability to solve unstructured problems
  • Excellent project management and organizational skills
  • Ability to multi-task and manage multiple engagements at once
  • Strong relationship building and networking abilities
  • Dedication to the firm’s Core Values
  • Intellectual curiosity with the desire to continue to develop professionally
  • Willingness and ability to travel domestically (5-10% overnight travel)
Responsibilities:
  • Plan and manage due diligence engagements
  • Apply TAS Best Practices to ensure consistent quality of service and work product
  • Act as primary client contact for the duration of the due diligence process
  • Perform industry research as needed on engagements
  • Conduct on-site and/or phone interviews with C-level personnel at acquisition targets
  • Analyze historical financial and operating results of target companies, explain business trends and identify risks
  • Prepare due diligence reports and presentations to clients which compile analyses and highlight key findings and recommendations
  • Prepare financial models related to mergers, acquisitions, or other related transactions
  • Schedule and supervise the tasks and project assignments of senior analysts
  • Train and develop staff
  • Actively participate in the development of the group’s Best Practices
  • Develop proposals, including budgets and scope of work, and present proposals to prospective clients
  • Identify and pursue business development opportunities through industry and networking relationships