Trout CPA

Accounting firm offering tax, advisory services

Manager Transaction Advisory Services

Financial & Transaction AdvisoryConfirmed live in the last 24 hours

Full-timeRadnor, PA, USANo salary listedIn-person

About the Job

Requirements

A bachelor's degree in accounting or finance is required.
A CPA designation is required.
At least 6 years of total public accounting experience, including at least 3 years of specific Transaction Advisory Services experience, is required.
Meaningful contribution on more than 100 Quality of Earnings engagements is required.
Deep proficiency in United States Generally Accepted Accounting Principles is required.
Ability to manage multiple tasks and meet unpredictable deadlines is required.
Experience delegating work to junior associates, providing on-the-job feedback, and reviewing their work is required.
Strong Microsoft Excel skills and ability to work with large data sets are required, including common formulas such as VLOOKUP, SUMIF, INDEX-MATCH, and pivot tables.
Proficiency in Microsoft PowerPoint is required.
Ability to own an engagement from start to finish, with willingness to alternate between direct execution and manager-level review during high deal flow, is required.
Comfort navigating inconsistent accounting records and identifying material issues common in lower middle market deals is required.
High attention to detail is required.

Responsibilities

Manage and prioritize team responsibilities and proactively consult with the Director and Partner.
Provide guidance and allocate work to associates.
Manage multiple projects of varying size and complexity.
Lead Quality of Earnings calls with clients and targets.
Research Generally Accepted Accounting Principles treatment and application to present accounting adjustments in the Quality of Earnings analysis.
Oversee the planning, execution, and technical review of Quality of Earnings engagements from end to end.
Perform a full manager review before Director review.
Communicate regularly with clients regarding engagement matters, including status updates and request lists.
Manage day-to-day client interactions and relationships.

Description

Trout CPA is a regional accounting firm in Pennsylvania with a fast-growing, boutique Transaction Advisory Services practice providing corporate and private equity clients with buy-side and sell-side M&A advisory services. These services include financial due diligence (Quality of Earnings), net working capital analysis, pre-transaction preparation engagements, purchase agreement consulting, and post-acquisition assistance.

The successful candidate will:

Manage and prioritize team responsibilities and proactively consult with Director and Partner
Provide guidance and allocate work to associates
Manage multiple projects of varying size and complexity
Lead QoE calls with clients/targets
Research GAAP treatment and application to present accounting adjustments in the QoE
Oversee the planning, execution, and technical review of QoE engagements from end-to-end
Perform a full manager review prior to Director review
Communicate regularly with clients regarding engagement matters (e.g. status updates, request lists, etc.)
Effectively manage day-to-day client interaction and relationships

Requirements

Bachelor’s Degree in accounting or finance
CPA designation required
6+ years of total experience in public accounting, with 3+ years of specific experience in TAS
Must have provided meaningful contribution on 100+ QoE engagements
Deep proficiency in US GAAP
Ability to manage multiple tasks and meet unpredictable deadlines
Experience in delegating work to junior associates, providing on-the-job feedback, and reviewing their work
Strong Excel skills and ability to work with large data sets. Ability to use common formulas, such as: vlookup, sumif, index-match, pivot tables
Proficiency in PowerPoint
Ability to own an engagement from start to finish, with a willingness to flex between direct execution and manager-level review during high deal flow
Comfortable navigating inconsistent accounting records and identifying material issues common on lower middle market deals
High attention to detail

About the Company

Trout CPA

Accounting firm offering tax, advisory services

Trout CPA provides accounting and advisory services for businesses and individuals in central Pennsylvania, with offices in Lancaster, Lancaster City, Carlisle, and Mechanicsburg. It offers traditional services such as tax preparation and financial statements, along with outsourced accounting, data analytics, and other business solutions. The firm assigns clients to a team of specialists who match each client’s needs, ensuring personalized service. Its goal is to help clients manage taxes, finances, and operations more effectively by delivering tailored accounting, analytics, and advisory support.

Company size: 51-200
Company stage: Not listed
Total funding: Not listed
Headquarters: Lancaster, PA
Founded: 1929

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