DescriptionWere looking for aSenior Managerto help lead our growing Transaction Advisory Services (TAS)team.
This is a fantastic opportunity for someone who is passionate aboutfinancial 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. Youll 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.
Whats 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 weve 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 wont be a lone wolf and youll be surrounded by smart driven professionals who believe in working hard and celebrating winstogether.
Recharge and refocus.
We believe in balance. Thats why we offer generous time off including5 weeks of PTO14.5 paid holidays and paid leave options including parental leave. We want you to bring your best self to workand that starts with taking care of yourself.
What makes you a fit for this role
- Bachelors 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 youll 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 youll feel proud to be part of.
We dont like to brag but we have some significant accolades under our beltall 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 Oregons 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.
- Americas Best Tax and Accounting Firms (Forbes)
- Best Accountant of Portland (Willamette Week readers poll)
Ready to make your moveJust send us your resume or LinkedIn profileno cover letter required.
Perkins & Co is an Equal Opportunity Employer
#LI-JB1
Required Experience:
Senior Manager
DescriptionWere looking for aSenior Managerto help lead our growing Transaction Advisory Services (TAS)team. This is a fantastic opportunity for someone who is passionate aboutfinancial due diligence and M&A strategy and has the desire to take the lead in helping expand a service line. If you join t...
DescriptionWere looking for aSenior Managerto help lead our growing Transaction Advisory Services (TAS)team.
This is a fantastic opportunity for someone who is passionate aboutfinancial 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. Youll 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.
Whats 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 weve 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 wont be a lone wolf and youll be surrounded by smart driven professionals who believe in working hard and celebrating winstogether.
Recharge and refocus.
We believe in balance. Thats why we offer generous time off including5 weeks of PTO14.5 paid holidays and paid leave options including parental leave. We want you to bring your best self to workand that starts with taking care of yourself.
What makes you a fit for this role
- Bachelors 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 youll 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 youll feel proud to be part of.
We dont like to brag but we have some significant accolades under our beltall 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 Oregons 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.
- Americas Best Tax and Accounting Firms (Forbes)
- Best Accountant of Portland (Willamette Week readers poll)
Ready to make your moveJust send us your resume or LinkedIn profileno cover letter required.
Perkins & Co is an Equal Opportunity Employer
#LI-JB1
Required Experience:
Senior Manager
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