Senior Manager - Transaction Advisory Services (TAS)

We’re looking for a Senior Manager to help lead our growing Transaction Advisory Services (TAS) team.

This is a fantastic opportunity for someone who is passionate about financial due diligence and M&A strategy, and has the desire to take the lead in helping expand a service line. If you join the team, you will lead projects that shape the future of businesses, working with a highly collaborative team that values precision, insight, integrity and superior client service. You’ll be integral to developing the framework for the team, while leveraging your experience to build on what we have. 

If you are a self starter who thrives in fast-paced environments, enjoy working directly with executives, and have a knack for uncovering the story behind the numbers, this could be your next big move.

What’s the work arrangement?

Our tax and audit teams may be spread across the country, but they work together seamlessly and successfully – and unlike many of our competitors, we have not had an RTO mandate.  That said, we require this position to be situated locally to the Portland or Seattle market – you are working with local business leaders, after all. 

Interested in moving to Portland? That works too – and we will help cover the cost. Please be explicit about this in your resume or cover letter if you choose to do one.

A culture where flexibility and balance add up to success.

We know that advisory work can be intense, which is why we’ve built a culture that respects your time, values your expertise, and supports your growth. Our expectations are clear and reasonable, and we work together to meet deadlines without burning out.  

While this role does not have chargeable hours expectations, you will need to be adept and flexible to react to deal flow, which means riding the peaks and valleys that come with the work. Rest assured, you won’t be a lone wolf – and you’ll be surrounded by smart, driven professionals who believe in working hard and celebrating wins—together.

Recharge and refocus.

We believe in balance. That’s why we offer generous time off, including 5 weeks of PTO, 14.5 paid holidays, and paid leave options, including parental leave. We want you to bring your best self to work—and that starts with taking care of yourself.

What makes you a fit for this role?

• Bachelor’s degree in Accounting, Finance, or Business Administration (required)
• CPA (preferred)
• 7+ years of public accounting experience, including 3+ years in financial audit or  TAS (preferred)
• Previous Due Diligence experience (preferred)
• Strong knowledge of US GAAP and technical accounting areas
• Proven ability to lead due diligence engagements, including quality of earnings, working capital, and financial analysis
• Experience interacting with C-level executives and managing client relationships
• Excellent verbal and written communication skills, including the ability to successfully adapt and convey messages to all levels of management
• Demonstrated project management experience, and strong analytical skills to identify and support issues and resolutions to deal structures
• Ability to travel as needed

What you’ll do

• Lead and manage financial due diligence engagements for buy- and sell-side transactions, including serving as primary contact for duration of due diligence process
• Analyze quality of earnings, working capital, forecasts, and key financial metrics of target client
• Identify risks and issues impacting deal structure and purchase agreements
• Identifies and proposes appropriate resolutions on a timely basis for critical issues related to the M&A process
• Oversee preparation of financial due diligence reports and present findings to clients
• Manages the development of proposal documents, and conducts presentations in pursuit of acquiring new clients
• Build and maintain strong client relationships and identify business development opportunities
• Collaborates cross departmentally to identify and promote the services of the TAS practice to existing and prospective clients, in addition to identifying cross-selling opportunities to other services lines
• Mentor and develop TAS team members

Compensation and benefits:

• Salary range is $165K - $185K annually, varying DOE. Compensation may be adjusted for those who live in areas with a higher cost of labor than Portland, OR
• 401(k) profit sharing plan; immediate vesting of employer contributions
• 14.5 paid holidays, 5 weeks of paid time-off (PTO), parental leave
• Incentive plan for sales leads

A company you’ll feel proud to be part of.

We don’t like to brag, but we have some significant accolades under our belt—all thanks to our passionate teams. At Perkins, we feel good about our work and love that our community feels good about it, too.

• #1 Most Admired Accounting firm in Oregon & SW Washington. 16 years on Oregon's Most Admired Companies list (Portland Business Journal)
• A Most Diverse Accounting Firm in Portland Metro (Portland Business Journal)
• Best of Accounting Diamond Award Winner for Exceptional Client Service (ClearlyRated)
• Largest women-owned accounting firm in Oregon & Clark and Skamania counties, WA.
• America's Best Tax and Accounting Firms (Forbes)
• Best Accountant of Portland (Willamette Week reader's poll)

Ready to make your move? Just send us your resume or LinkedIn profile—no cover letter required.

Perkins & Co is an Equal Opportunity Employer

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