Transaction Advisory Director Job at abip CPAs & Advisors (Houston)

Transaction Advisory Services Director

Join Aprio's Transaction Advisory Services team and you will help clients maximi...

Location

United States , Washington, D.C.

Salary:

200000.00 - 315000.00 USD / Year

Aprio

Expiration Date

Until further notice

Requirements

Big Four or similar consulting background
Approximately 8 to 10 years of related financial due diligence/advisory work experience
Understanding and applying Excel, PowerPoint and Word skills
Demonstrating poise working with private equity and corporate executives
Working effectively and personably with a diverse group
At least seven plus years of recent experience in Audit, Finance or Transaction Advisory (preferred)
Displaying adequate knowledge of GAAP
4-year bachelor’s degree in accounting or finance
Licensed CPA preferred

Job Responsibility

Plan, execute, direct and complete multiple financial/accounting due diligence for private equity and strategic buyers and sellers from a variety of industries
Develop relationships with clients and engage in effective interactions with target company executives
Compiling and analyzing historical financial data/financial statements provided by buyer and/or seller as well as conducting interviews with buyer or seller
Commenting on client sellers and client targets’ financial operating results and financial position
Supervise and develop skill sets of managers, seniors and associates and provide performance review feedback
Leads, teams and assists Partners on proposals and new business opportunities by drafting responses, participating in the proposal process, building client relationships, demonstrating knowledge of client business and communicating directly with the buyer and seller
Manage client expectations concerning project deliverables and deadlines and lead change efforts effectively
Develop and maintain strong client relationships and cross-sell services
Communicate (verbally and in writing) externally with clients and internally with all levels of the organization to successfully accomplish objectives portraying knowledge and confidence
Strong current knowledge in US GAAP, GAAS, transaction advisory services or mergers and acquisitions

What we offer

Medical, Dental, and Vision Insurance on the first day of employment
Flexible Spending Account and Dependent Care Account
401k with Profit Sharing
9+ holidays and discretionary time off structure
Parental Leave – coverage for both primary and secondary caregivers
Tuition Assistance Program and CPA support program with cash incentive upon completion
Discretionary incentive compensation based on firm, group and individual performance
Incentive compensation related to origination of new client sales
Top rated wellness program
Flexible working environment including remote and hybrid options

Fulltime

Director, Transaction Advisory

This role will lead a team working on Meta's most complex and novel transactions...

Location

United States , Menlo Park

Salary:

288000.00 - 332000.00 USD / Year

Associate Director - Accounting and Transaction Advisory Services

CNM LLP is a technical advisory services firm. We are currently searching for an...

Location

United States , New York

Salary:

159000.00 - 183500.00 USD / Year

CNM LLP

Expiration Date

Until further notice

Requirements

Bachelors degree from an accredited university in a related field
Minimum of 7 years of technical accounting & transaction advisory experience from a top-tier public accounting firm or a combination of advisory experience and reputable in-house corporate experience
Strong people, project and client management
Clear and concise written and verbal communication. Ability to translate complex issues into simple and easy to understand terms
Strong analytical skills, sound interpretation of complex subject matter, ability to generate meaningful insights and develop pragmatic
Ability to execute and operate in high-pressure and fast-paced environments
Ability to quickly adapt to unexpected changes in timelines, deadlines and scope of work

Job Responsibility

Manage strategic technical accounting advisory engagements and lead multi-disciplinary teams serving clients in multiple industries ranging in size from early-stage startups to Fortune 500 organizations
Serve as Subject Matter Expert (SME) to advise clients on complex technical accounting issues including: Revenue recognition, lease accounting, impact analysis and implementation of new accounting pronouncements, debt/equity transactions, share-based compensation, purchase accounting, IPO process, consolidation
Research and resolve complex accounting issues balancing client-preferred solutions within the confines of the US GAAP structure
Manage exceptional teams of highly qualified technical accountants
Interact with clients, and internal teams including setting goals, leading and mentoring, and providing expert guidance

What we offer

Training events to ensure CPE compliance
Medical, Dental, Vision Plans
401(k) match
PTO: 25 days accrued per year
Company paid holidays, including company shut down the week between Christmas and New Years
Various opportunities for peer engagement: quarterly huddles, happy hours, summer and a holiday party
$80 monthly mobile reimbursement
Reimbursement allowances: flex, technology, health and wellness, and personal development
Fully stocked kitchen
Overtime Bonus and Performance bonus in addition to the base pay

Fulltime

Associate Director - Accounting and Transaction Advisory Services

Location

United States , New York

Salary:

Not provided

CNM LLP

Expiration Date

Until further notice

Requirements

minimum of 7 years technical accounting experience in Big 4, mid-tier or professional services firms
private industry experience
technical accounting skills (ASC 606, ASC 842, stock comp, business combinations, debt/equity or other topics)
leadership, people development and mentorship skills

Fulltime

Director, Corporate Tax

Join us in our Corporate Tax team and become an instrumental force in shaping ou...

Location

United Kingdom , London

Salary:

Not provided

Gravita

Expiration Date

Until further notice

Requirements

CTA/ACA/ACCA qualified (or equivalent), with substantial post-qualification experience
Have proven leadership experience, managing complex tax engagements and advising clients at a senior level
Possess strong business development skills, with a track record of generating new business and deepening client relationships
Are an effective communicator, able to influence and collaborate with stakeholders across all levels of the organisation
Have outstanding project management skills, capable of overseeing multiple large-scale projects simultaneously
Thrive in a hybrid-working environment, working effectively both remotely and in the office, while maintaining a strong connection with your team and clients

Job Responsibility

Leadership of complex Corporate Tax engagements: You will lead the team in managing complex Business Tax engagements, overseeing the preparation and review of tax returns, and ensuring compliance with ever-changing legislation and regulations
Strategic Tax Advisory: You will provide high-level tax advisory services, delivering strategic tax advice on business transactions and ensuring that our clients are always positioned to optimise their tax outcomes
Business Development: You will play a key role in business development initiatives, including client pitches, writing thought leadership articles, and representing the firm at industry events. Collaborating with our marketing and sales teams, you will help drive growth in the Business Tax service line
Team Leadership and Development: You will mentor and lead the Business Tax team, fostering a culture of learning and development. This includes providing training on the latest tax developments and ensuring that all team members are performing at their best
Client Relationship Management: As a senior leader, you will nurture and manage relationships with key clients, ensuring their ongoing satisfaction and identifying opportunities for further collaboration

What we offer

We’ll work with you to build a progression plan to outline how you’ll grow at our company and everything we’ll do to help you get there
We’re also passionate about learning and development, to help you focus on your future
Flexible working and happy employees are at the top of our list here at Gravita and we have been working hard to support our teams through the fast-paced changes
Your development won’t be forgotten, our development support is extraordinary for a firm of our size

Fulltime

Transaction Advisory Services Senior Manager

Work with a nationally ranked CPA and advisory firm that is passionate for what'...

Location

United States , Washington, D.C.

Salary:

150000.00 - 225000.00 USD / Year

Aprio

Expiration Date

Until further notice

Requirements

Minimum 7+ years of experience in Audit, Finance, or Transaction Advisory Services
At least 3+ years in a financial due diligence or M&A-focused role
Strong technical knowledge of US GAAP, financial reporting, and M&A transaction processes
Advanced proficiency in Excel, PowerPoint, and financial analysis tools
Proven ability to interact confidently with senior executives, including private equity investors and C-suite leadership
Exceptional project management skills with the ability to lead multiple engagements under tight deadlines
Bachelor’s degree in Accounting or Finance
CPA strongly preferred
Strong interpersonal skills, with a commitment to developing talent and fostering team success
Willingness to travel up to 10%

Job Responsibility

Lead and manage financial due diligence engagements, including planning, execution, and delivery of client-ready work products for private equity and strategic clients
Analyze and assess historical financial statements, quality of earnings, working capital, and other key financial metrics
Develop and maintain strong relationships with clients and target company executives, serving as a primary point of contact throughout the engagement
Provide insights and commentary on financial performance, trends, risks, and opportunities
Guide and mentor engagement teams, including Managers, Senior Associates, and Associates
provide feedback and support professional development
Support business development efforts by contributing to proposals, participating in client pitches, and building long-term client relationships
Manage multiple client engagements simultaneously, ensuring high-quality deliverables, on-time execution, and alignment with client expectations
Collaborate with Aprio Partners and Directors on market strategy, client targeting, and practice initiatives
Actively engage in cross-functional collaboration across Aprio service lines to enhance client value and identify opportunities for additional services

What we offer

Medical, Dental, and Vision Insurance on the first day of employment
Flexible Spending Account and Dependent Care Account
401k with Profit Sharing
9+ holidays and discretionary time off structure
Parental Leave – coverage for both primary and secondary caregivers
Tuition Assistance Program and CPA support program with cash incentive upon completion
Discretionary incentive compensation based on firm, group and individual performance
Incentive compensation related to origination of new client sales
Top rated wellness program
Flexible working environment including remote and hybrid options

Fulltime

Transaction Advisory Services Senior Manager

Work with a nationally ranked CPA and advisory firm that is passionate for what'...

Location

United States , New York

Salary:

160000.00 - 225000.00 USD / Year

Aprio

Expiration Date

Until further notice

Requirements

Minimum 7+ years of experience in Audit, Finance, or Transaction Advisory Services, with at least 3+ years in a financial due diligence or M&A-focused role
Strong technical knowledge of US GAAP, financial reporting, and M&A transaction processes
Advanced proficiency in Excel, PowerPoint, and financial analysis tools
Proven ability to interact confidently with senior executives, including private equity investors and C-suite leadership
Exceptional project management skills with the ability to lead multiple engagements under tight deadlines
Bachelor’s degree in Accounting or Finance
CPA strongly preferred
Strong interpersonal skills, with a commitment to developing talent and fostering team success
Willingness to travel up to 10%

Job Responsibility

Lead and manage financial due diligence engagements, including planning, execution, and delivery of client-ready work products for private equity and strategic clients
Analyze and assess historical financial statements, quality of earnings, working capital, and other key financial metrics
Develop and maintain strong relationships with clients and target company executives, serving as a primary point of contact throughout the engagement
Provide insights and commentary on financial performance, trends, risks, and opportunities
Guide and mentor engagement teams, including Managers, Senior Associates, and Associates
provide feedback and support professional development
Support business development efforts by contributing to proposals, participating in client pitches, and building long-term client relationships
Manage multiple client engagements simultaneously, ensuring high-quality deliverables, on-time execution, and alignment with client expectations
Collaborate with Aprio Partners and Directors on market strategy, client targeting, and practice initiatives
Actively engage in cross-functional collaboration across Aprio service lines to enhance client value and identify opportunities for additional services

What we offer

Medical, Dental, and Vision Insurance on the first day of employment
Flexible Spending Account and Dependent Care Account
401k with Profit Sharing
9+ holidays and discretionary time off structure
Parental Leave – coverage for both primary and secondary caregivers
Tuition Assistance Program and CPA support program with cash incentive upon completion
Discretionary incentive compensation based on firm, group and individual performance
Incentive compensation related to origination of new client sales
Top rated wellness program
Flexible working environment including remote and hybrid options

Fulltime

Transaction Advisory Services Manager

Work with a nationally ranked CPA and advisory firm that is passionate for what'...

Location

United States , Washington, D.C.

Salary:

110000.00 - 160000.00 USD / Year

Aprio

Expiration Date

Until further notice

Requirements

Minimum 5 - 7 years of experience in Audit, Finance, or Transaction Advisory Services
At least 3+ years in a financial due diligence or M&A-focused role
Strong technical knowledge of US GAAP, financial reporting, and M&A transaction processes
Advanced proficiency in Excel, PowerPoint, and financial analysis tools
Proven ability to interact confidently with senior executives, including private equity investors and C-suite leadership
Exceptional project management skills with the ability to lead multiple engagements under tight deadlines
Bachelor’s degree in Accounting or Finance
CPA strongly preferred
Strong interpersonal skills, with a commitment to developing talent and fostering team success
Licensed CPA preferred

Job Responsibility

Lead and manage financial due diligence engagements, including planning, execution, and delivery of client-ready work products for private equity and strategic clients
Analyze and assess historical financial statements, quality of earnings, working capital, and other key financial metrics
Develop and maintain strong relationships with clients and target company executives, serving as a primary point of contact throughout the engagement
Provide insights and commentary on financial performance, trends, risks, and opportunities
Guide and mentor engagement teams, including Managers, Senior Associates, and Associates
provide feedback and support professional development
Support business development efforts by contributing to proposals, participating in client pitches, and building long-term client relationships
Manage multiple client engagements simultaneously, ensuring high-quality deliverables, on-time execution, and alignment with client expectations
Collaborate with Aprio Partners and Directors on market strategy, client targeting, and practice initiatives
Actively engage in cross-functional collaboration across Aprio service lines to enhance client value and identify opportunities for additional services

What we offer

Medical, Dental, and Vision Insurance on the first day of employment
Flexible Spending Account and Dependent Care Account
401k with Profit Sharing
9+ holidays and discretionary time off structure
Parental Leave – coverage for both primary and secondary caregivers
Tuition Assistance Program and CPA support program with cash incentive upon completion
Discretionary incentive compensation based on firm, group and individual performance
Incentive compensation related to origination of new client sales
Top rated wellness program
Flexible working environment including remote and hybrid options

Fulltime

Transaction Advisory Director

abip CPAs & Advisors

Location:
United States , Houston

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
December 01, 2025

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Location:United States , Houston

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Job Description:

Job Responsibility:

Requirements:

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Additional Information:

Job Posted:December 01, 2025

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Category:
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Contract Type:
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Job Posted:
December 01, 2025