Transaction Advisory Services (TAS) Sr. Manager

Job title: Transaction Advisory Services (TAS) Sr. Manager

Company: Brixey & Meyer


Job description: Pioneer the future with Brixey & Meyer from the forefront of a new market! Brixey & Meyer isn’t just any firm – we are thriving; recognized as one of the fastest-growing firms in the US. Named among the top 50 best firms in North America by INSIDE Public Accounting and winner of 10+ Best Places to Work awards, we’re dedicated to making a positive impact on our team and clients alike. If you’re passionate about expanding business development and driving growth, let’s discuss how you can thrive in our dynamic transaction advisory world! TAS SR. MANAGER POSITION SUMMARY: The Transaction Advisory Services Senior Manager is responsible for management and growth of the practice within their market. The role will be a mix of client service for merger and acquisition transaction support, as well as business development, networking, managing client relationships and managing a team as the practice grows. This role reports directly to the Practice Leader. TAS SR. MANAGER ESSENTIAL JOB FUNCTIONS:

• Tactical Transaction Advisory Work

• Provide high-quality Transaction Advisory Services that add significant value to clients.
• Manage client expectations effectively to deliver exceptional service across your portfolio.
• Oversee multiple engagements, ensuring deadlines are met and staff resources are optimally utilized.
• Work independently, efficiently and effectively

• Market and Business Development

• Drive new business opportunities and cultivate client relationships to foster growth.
• Develop and maintain relationships with key client contacts and referral partners.
• Positively promote the Firm within the community and through professional organizations and networking events.
• Identify cross-selling opportunities and recommend additional services to existing clients.

• Internal Administration

• Manage WIP and A/R for assigned clients to maximize realization and cash collections
• Assist with Firm administrative tasks for Transaction Advisory Services as needed (e.g.-scheduling, sales pipelining, performance reviews, billing, etc.)
• Mentor and coach team-members to assist with professional growth and performance management
• Monitor and assesses team-member performance
• Provide team-members with timely, accurate, and constructive feedback regarding performance
• Assist with recruiting, hiring, developing, and managing Transaction Advisory Services team-members as assigned
• Encourage an environment within the Firm that promotes its core values

• Performs other duties as assigned

QUALIFICATIONS:

• Bachelor’s degree in accounting or finance; MBA/MACC preferred
• CPA certification in good standing
• 7+ years of qualified work experience based in public accounting or related experience
• 3+ years of management experience
• 3+ years of transaction advisory experience, specifically Quality of Earnings experience
• Advanced computer literacy, specifically Microsoft Office products (Excel, PowerPoint, Word)
• Strong attention to detail, accuracy, and organizational skills.
• Proven leadership in managing teams and client relationships effectively.
• Ability to work independently, collaborate within teams, and contribute positively to the Firm’s culture.
• Valid driver’s license with ability to travel up to 1 hour from home office.

Some Awesome Perks for Our Team: Join us at Brixey & Meyer, where your well-being and professional growth are our priorities. We are committed to creating an inclusive and supportive work environment where everyone can thrive.

• Career Advancement Opportunities: Grow your career with us through various development programs and advancement opportunities.
• Medical, Dental, and Vision Insurance: Coverage starts on day one to ensure you and your family’s health needs are taken care of.
• 401(k) with Match: Plan for your future with our 401(k) program and employer match, helping you build financial security.
• Be Part of Something Extraordinary at Brixey & Meyer! Brixey & Meyer is not just any firm – we’ve been recognized as one of the fastest-growing firms in the US, recognized as one of the top 50 best firms in the United States and Canada by INSIDE Public Accounting, and have won 10+ Best Places to Work awards. We’re committed to having a positive impact on the people of our firm and the clients we serve. If you’re someone who excels at attention to detail, builds trust effortlessly, and thrives in the world of transactions, we want to meet you!

Why Join Us? At Brixey & Meyer, you’ll be part of a dynamic team that values your expertise and fosters growth and development. You’ll have the opportunity to work with a diverse client base, tackle new challenges, and make a real impact in our firm and the community. Plus, you’ll enjoy a supportive work environment where fun is encouraged, and your contributions are celebrated. Ready to Join Us? If you’re ready to take the next step in your career and be part of something great, we want to hear from you! Apply now and let’s build a brighter future together at Brixey & Meyer. Brixey& Meyer provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. We do not accept unsolicited resumes or candidate submissions from external recruitment agencies. Unsolicited resumes and submissions will be considered the property of Brixey & Meyer and will not be subject to any placement fees.PIa1b6fe9d5-

Expected salary:

Location: Cleveland, OH

Job date: Tue, 06 May 2025 07:47:29 GMT

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