Manager – Transaction Advisory Services

BPM LLP

. Manage engagements with little supervision, ensuring high client satisfaction and appropriate firm economics .

Posted 10/16/2026full-timeRemote • California • United StatesMid-LevelSenior💰 $140,000 - $165,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial analysis and client management, with a strong foundation in Accounting and Finance. Proven ability to lead teams, mentor staff, and manage client engagements effectively while ensuring high satisfaction and firm profitability.

Highest-signal resume keywords

Bachelor's Degree In AccountingCPA4-5 Years Of Public Accounting ExperienceTransaction Advisory ExperienceQuantitative And Qualitative Analysis

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisQuality Of Earnings (QoE) PreparationMarket Trend AssessmentClient Relationship DevelopmentDeadline Management

Soft Skills

MentoringClient EngagementProblem-SolvingCollaborationCommunication

Certifications & Qualifications

CPACVA

Industry Keywords

Public AccountingConsultingTransaction AdvisoryClient ManagementProfessional Services

About the role

Key responsibilities & impact

Manage engagements with little supervision, ensuring high client satisfaction and appropriate firm economics
Lead initial Quality of Earnings (QoE) Data Book preparation using international and domestic coworkers
Participate in client meetings and site visits with top-level management to obtain information for financial analysis
Assess market trends impacting project cash flow requirements and deal valuations
Develop, mentor, and inspire staff
Develop client relationships
Work effectively with all levels of client personnel across various industries
Provide ideas and feedback to improve the practice and deliverables
Work directly with managing directors and partners

Requirements

What you’ll need

A Bachelor or Masters Degree in Accounting and/or Finance
A CPA or CVA
4-5 years of public accounting or consulting experience from a national professional services firm
Transaction advisory or related accounting experience
Experience with direct client management
Strong aptitude for quantitative and qualitative analysis
Capability to work in a demanding, deadline-driven environment independently or within a team
Ability to manage unexpected issues and/or questions professionally

Benefits

Comp & perks

Flexible work arrangements
Personalized benefit structures and financial compensation options
Interactive wellness platform and incentives
Employee assistance program and mental health resources
Colleague Resource Groups (CRGs)
14 Firm Holidays including 2 floating holidays
Flex PTO
Paid family leave
Winter break
Summer hours
Remote work options
CPA exam resources and bonuses
Coach program
Live classes, workshops, and seminars through BPM University
Purpose-driven organization focused on people, community, and sustainability
B Corp commitment