Transaction Advisory Services Manager
2 days ago
RSM is seeking a Transaction Advisory Services Manager in Seattle with Financial Services/Fintech vertical expertise. The TAS Manager works closely with our clients we serve, Directors, C-level leadership, and other team members to provide financial and operational analysis of US and international businesses for our clients. The Transaction Advisory Services Line offers our clients assistance with buy side due diligence, sell-side due diligence, and working capital assistance.
**Responsibilities**:
- Performs (as part of a team) financial and operational due diligence for clients who are acquiring businesses-
- Participates in client meetings and site visits while interacting with top-level management to obtain pertinent information for financial analysis-
- Prepares detailed financial analysis to help clients evaluate their acquisition decisions and financing requirements-
- Uses various software tools as designated by the firm-
- Interacts with the other functional areas of the practice including tax, audit and other consulting practices-
- Assists in preparing proposals and engagement letters-
- Represents the firm in community activities and professional association**Basic Qualifications**:
- Bachelor's degree in Accounting-
- Minimum of 6 years experience in an Audit or Transaction Advisory practice within a national public accounting or consulting firm-
- Supervision / Team Leadership experience-
- Specific Financial Services industry expertise (e.g. consumer finance, investment advisors, mortgage, banking, insurance etc )-
- Ability to direct and manage client engagements-
- Excellent verbal and written communication skills-
- Proficient with Microsoft Excel and Microsoft PowerPoint-
- Ability to travel 25-30% overnight**Preferred Qualifications**:
- CPA certification-
- Networking and communicating with C-level executives-
- Strong project management skills-
- Evaluated as exceptional performer in current position-
- Possess a good balance of strong audit skills and business acumen-
- Excellent interpersonal and communication skills in order to interact effectively with internal team members and external clients of the firm-
- Ability to be a self-starter and to be confident when interacting with clients and asking questions-
- Able to work within tight deadlines and take responsibility for getting the job done in a timely manner- **If required by applicable law or client policy, you may be required to be vaccinated for COVID-19 or have an approved accommodation.**
You want your next step to be the right one. You've worked hard to get where you are today. And now you're ready to use your unique skills, talents and personality to achieve great things. RSM is a place where you are valued as an individual, mentored as a future leader, and recognized for your accomplishments and potential. Working directly with clients, key decision makers and business owners across various industries and geographies, you'll move quickly along the learning curve and our clients will benefit from your fresh perspective.
Experience RSM US. Experience the power of being understood.
RSM is an equal opportunity/affirmative action employer. Minorities/Females/Disabled/Veterans.
-
Manager, Advisory Services
3 weeks ago
Vancouver, Canada Invictus Accounting Group LLP Full timeManager, Advisory Services Reports to: Director, Principal and/or Partner About Invictus Accounting Group LLP We are not your typical CPA firm. Located in downtown Vancouver, our 75+ members provide consulting, accounting and tax advisory to publicly listed and privately held companies. We focus on top‑tier advisory services and maintain a low employee...
-
Manager, Advisory Services
4 weeks ago
Vancouver, Canada Invictus Accounting Group LLP Full timeManager, Advisory Services Reports to: Director, Principal and/or Partner About Invictus Accounting Group LLP We are not your typical CPA firm. Located in downtown Vancouver, our 75+ members provide consulting, accounting and tax advisory to publicly listed and privately held companies. We focus on top‑tier advisory services and maintain a low employee...
-
Manager, Advisory Services
3 weeks ago
Vancouver, Canada Invictus Accounting Group LLP Full timeManager, Advisory Services Reports to: Director, Principal and/or Partner About Invictus Accounting Group LLP We are not your typical CPA firm. Located in downtown Vancouver, our 75+ members provide consulting, accounting and tax advisory to publicly listed and privately held companies. We focus on top‑tier advisory services and maintain a low employee...
-
Transaction Manager
6 days ago
Vancouver, Canada CBRE Full time**Transaction Manager**- - **Job ID**- 245507- - **Posted**- 03-Nov-2025- - **Service line**- Advisory Segment- - **Role type**- Full-time- - **Areas of Interest** - Sales & Leasing, Transaction Management- - **Location(s)** - Vancouver - British Columbia - Canada- **JOB SUMMARY**- - Provides ongoing management of real estate transaction activities for a...
-
Manager, Client Accounting
4 weeks ago
Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Halton Hills, Surrey, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, W, Canada Kwantum Advisory Inc. Full timeKwantum Advisory Inc. (KAI) is a Toronto-based financial advisory firm that delivers high-impact fractional CFO, controllership, and cloud accounting solutions to early-stage and high-growth businesses across North America. Our clients include some of the most innovative companies in sectors such as digital health, cybersecurity, blockchain, global...
-
Transaction Manager
3 weeks ago
Vancouver, Canada CBRE Full timeVancouver – British Columbia – Canada Job Summary Provides ongoing management of real estate transaction activities for a defined portfolio of properties on behalf of our corporate clients. Prepares, recommends, and implements a portfolio-wide transaction strategy for acquiring and disposing of leased real‑estate properties. Coordinates field resources...
-
Managing Director
1 week ago
Vancouver, Canada Colliers Project Leaders Full timeOverview: We deliver capital project solutions to fulfill our clients’ needs across the built environment. The work we do makes a difference in communities and for the people who live there. We have a passion for it. Our commitment to realizing our clients' vision inspires us to look beyond the immediate - to the _possibilities_ of what we can achieve...
-
Valuation Analyst
3 weeks ago
Vancouver, Canada Colliers International Valuation & Advisory Services Full timeA leading commercial real estate services firm is seeking an Analyst for Valuation & Advisory Services in Vancouver. This hybrid role involves conducting market research and assessments to support appraisal processes. Candidates should have an undergraduate degree and be committed to becoming a licensed appraiser, with strong analytical skills. Competitive...
-
Vp - Infrastructure & Renewables Advisory
1 week ago
Vancouver, Canada AGENTIS CAPITAL Full time**Our Firm** Agentis Capital Advisors is a leading global financial advisor with a reputation for delivering unparalleled value and advice to its clients. Agentis acts as a sell-side and buy-side advisor on a wide variety of global transactions including renewable power, energy, digital, transportation, and public-private partnerships. Our clients include...
-
Transaction Advisory Consulting Intern
1 week ago
Vancouver, Canada RSM US LLP Full timeWe are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll...
