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EisnerAmper · 1 day ago

Transaction Advisory Services Partner

Boston, MA

Full-time

Onsite

Director/Executive

12+ years exp

EisnerAmper is one of the largest accounting, tax, and business advisory firms, and they are seeking Transaction Advisory Services Partners to lead and grow their practice. The role involves driving key practice operations, overseeing client engagements, and contributing to practice growth through business development efforts.

AccountingAdviceConsultingFinanceFinancial ServicesOutsourcing

Responsibilities

Drive key practice operations including talent recruitment, resource planning, and strategic administration

Oversee engagement economics and performance metrics such as utilization, WIP, and receivables to ensure operational efficiency and profitability

Lead, mentor, and develop team members at all levels to foster career growth and succession planning. Serve as a role model and coach to Directors, Managers, and Senior Associates

Direct multiple client engagements simultaneously, ensuring consistent communication, quality delivery, and issue resolution. Maintain ongoing dialogue with clients regarding status updates, scope changes, and deal developments

Analyze financial and operational data to identify unusual or non-recurring items and transaction risks

Prepare, review, and present client-facing reports and deliverables, ensuring clear insights and actionable findings

Contribute to practice growth through business development efforts, including relationship building with prospects, proposal support, and networking

Actively participate in industry events and speaking opportunities to expand visibility and market reach

Collaboratively support leadership in aligning practice growth initiatives and resource strategies with broader firm goals. Enhance client service delivery models and support the creation of professional development programs

Qualification

Transaction Advisory ServicesFinancial Due DiligenceBusiness DevelopmentU.S. GAAPExcel-based Financial ModelsCPANetworkingLeadershipTeam ManagementCommunication

Required

Bachelor's degree in accounting, finance, economics or related fields

Minimum of 12+ years of transaction advisory and/or combined TAS/audit experience from a public accounting or other professional services firm

Demonstrated ability to leverage a strong network of clients and contacts to originate new business, with an expectation to generate at least $1.5 million in revenue in the first year and sustain continued growth thereafter

Experience leading both buy-side and sell-side financial due diligence engagements, including Quality of Earnings analysis, net working capital assessments, indebtedness evaluations, and other key financial and operational metrics relevant to M&A transactions

Skilled in the use of databooks, Excel-based financial models, and emerging data analytics tools commonly utilized in M&A environments. Solid working knowledge of U.S. GAAP and its application in transaction contexts

Strong record of supervising teams and managing complex client engagements from planning to execution. Responsibilities include developing work plans, leading presentations and business development meetings, coordinating with cross-functional teams and external service providers, and ensuring timely, high-quality deliverables

Willingness to travel domestically and internationally to meet client needs