Manager, Transaction Advisory Services

Our Firm
Sorren is a top 50 national advisory firm that blends deep expertise with a human-first approach. We don’t just work with numbers—we work with people, building lasting relationships and delivering strategic solutions in accounting, assurance, tax, advisory, and private client services. 

At Sorren, we believe that success is a shared journey. Our culture fosters collaboration, innovation, and professional growth, ensuring that every team member has the support and opportunities they need to thrive. We offer a high-performing yet balanced work environment where career development and personal well-being go hand in hand. 

We’re committed to helping you grow, whether that means advancing your career, expanding your expertise, or achieving a fulfilling work-life balance. Because at Sorren, your success is our success. 

Your Journey
Our team members support the firm by delivering timely, accurate work and maintaining clear communication. They take ownership of their development, seek feedback, and build strong relationships. By managing responsibilities effectively and aligning their efforts with firm values, they establish a foundation for long-term success and growth.  All team members are expected to excel in Relationships, Communication, Quality Service, Operational Excellence, and Innovation & Growth, contributing to the firm’s success through collaboration, exceptional service, and continuous growth.
 

Position Summary:

We are seeking a Manager to lead day-to-day execution of financial due diligence and Quality of Earnings engagements for buy-side, sell-side, lender, and other transaction advisory clients. This role is responsible for managing engagement workstreams, supervising associates and senior associates, identifying and communicating key transaction issues, and delivering actionable insights that help clients evaluate deal quality, risks, normalized earnings, and working capital considerations.

The ideal candidate brings strong transaction advisory experience, sound accounting judgment, advanced financial analysis capabilities, and the ability to translate complex financial findings into clear, client-ready recommendations. This individual should be comfortable managing multiple engagements simultaneously, reviewing detailed analyses, developing team members, and communicating directly with clients, lenders, private equity sponsors, company management teams, and internal stakeholders.
 

Your Impact (Essential Duties):

Engagement Management & Project Execution
•    Manage day-to-day execution of financial due diligence and Quality of Earnings engagements, including project planning, staffing coordination, timeline management, budget tracking, and client communication.
•    Coordinate and manage multiple concurrent engagements while balancing priorities and deadlines.
•    Review team analyses, workpapers, and deliverables for accuracy, completeness, and consistency.
•    Identify key diligence issues, financial risks, and transaction considerations and communicate findings to engagement leadership and clients.
•    Drive projects to timely completion while maintaining exceptional client service and engagement quality.
 

Financial Due Diligence
•    Perform and oversee detailed financial analyses for acquisitions, divestitures, recapitalizations, mergers, and other strategic transactions.
•    Analyze financial statements, general ledger data, revenue trends, operating expenses, payroll information, customer and vendor data, and other transaction-related information.
•    Assess profitability, earnings sustainability, quality of revenue, cash flow, working capital, and potential transaction risks.
•    Support buy-side, sell-side, lender, and other transaction advisory engagements through rigorous financial analysis and diligence procedures.
Quality of Earnings Analysis and Reporting
•    Prepare and review Quality of Earnings analyses and reports.
•    Identify and quantify normalized EBITDA adjustments, non-recurring expenses, owner-related adjustments, debt-like items, and other matters affecting enterprise value.
•    Analyze working capital trends, customer concentrations, vendor concentrations, seasonality, and key operating metrics.
•    Develop clear schedules and narratives that communicate transaction findings and their impact on valuation and deal negotiations.
•    Ensure conclusions are appropriately supported and effectively communicated to clients.
Financial Analysis & Modeling
•    Develop and review transaction-related analyses, including adjusted EBITDA schedules, net working capital analyses, revenue and margin trend analyses, forecasts, and scenario analyses.
•    Utilize Excel and other analytical tools to manage and analyze large datasets efficiently.
•    Assist clients and engagement leadership in evaluating transaction risks and opportunities through data-driven insights.
 

Client Relationship Management
•    Lead discussions with clients, management teams, lenders, private equity sponsors, attorneys, and other advisors.
•    Present diligence findings in a clear, professional, and actionable manner.
•    Collaborate with professionals across advisory, tax, audit, valuation, and other service lines to support transaction execution.
•    Support ongoing client relationships and identify opportunities to enhance client service.
 

Team Development
•    Supervise, coach, and mentor associates and senior associates.
•    Review work product and provide timely feedback to support professional development.
•    Promote accountability, technical excellence, and consistent engagement quality.
•    Assist with recruiting, onboarding, and training initiatives.
 

Business Development & Practice Growth
•    Support proposal development, marketing efforts, and client presentations.
•    Participate in networking and business development activities.
•    Identify potential follow-on service opportunities.
•    Contribute to the enhancement of TAS methodologies, tools, templates, and processes.
 

Why Choose Us? 

At Sorren, we’re invested in your growth—both personally and professionally. We’ll support you as you advance in your career while also giving you the flexibility to enjoy life outside of work. We believe balance fuels success, and we’ve designed our culture and benefits to reflect that.

What We Offer*:

• Generous paid time off
• Comprehensive medical, dental, and vision coverage, plus life and disability insurance
• 401(k) retirement savings plan
• Paid holidays, including a firmwide winter break (December 24 – January 1)
• Paid parental leave (available after one year of service)
• Mentorship and career development programs
• CPA exam support to help you succeed on the path to licensure
• Firm-sponsored events and spontaneous team activities
• Celebrations to mark milestones like the end of busy season and the holidays

*Benefits are available to full-time employees regularly scheduled to work at least 30 hours per week.

© 2025 “Sorren” is the brand name under which Sorren CPAs, P.C. and Sorren, Inc. and its subsidiary entities provide professional services. Sorren CPAs P.C. and Sorren, Inc. and its subsidiary entities practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Sorren CPAs P.C. is a licensed independent CPA firm that provides attest services to its clients, and Sorren, Inc. and its subsidiary entities provide tax and business consulting services to their clients. Sorren, Inc. and its subsidiary entities are not licensed CPA firms.