Senior or Manager of Transaction Advisory Services

StevenDouglas · Charlotte, NC
Work typeOn-site
Pay · estimate~$60k – $80kMarket rate · not set by employer
PostedNov 13, 2026
LevelSenior
In short We’re partnering with a boutique Transaction Advisory firm in Charlotte that is growing and looking to add Senior and Manager Transaction Advisory professionals to the team.
CPA

📋 About the job

🚀 Hiring: Senior – Transaction Advisory (Charlotte, NC)

We’re partnering with a boutique Transaction Advisory firm in Charlotte that is growing and looking to add Senior and Manager Transaction Advisory professionals to the team.

This is a unique opportunity to join a high-quality platform focused on lower to middle market deals — working directly with private equity clients, independent sponsors, and strategic buyers.

WHY this opportunity stands out

  • Strong growth trajectory heading into 2026
  • 🧠 Focus on complex deals where insight matters more than speed or cost
  • 🤝 High-touch, senior-level exposure — not a template-driven environment
  • ⚖️ Balanced workload: typically 40–50 hours/week with steady deal flow (no audit-style busy seasons)
  • Charlotte-based, in-office culture with flexibility (minimal travel)
  • Unlimited PTO + competitive base + bonus

WHAT you’ll be doing

  • Financial due diligence (buy-side & sell-side)
  • Quality of earnings, working capital, and net debt analysis
  • Deep dives into financials and operational drivers
  • Direct interaction with clients and management teams
  • Identifying key deal risks and value drivers

What makes YOU a desirable candidate

  • 2+ years public accounting (audit) background required, preferably large regional
  • CPA (or passed all parts) preferred
  • Middle-market, hands-on audit experience (substantive testing) ideal
  • Open to candidates who moved into industry and want to return to deals
  • Leadership, client interaction, and project ownership expected
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