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Transaction Advisory Senior / Manager
Transaction Advisory Senior / ManagerVaco by Highspring • Charlotte, NC, US
Transaction Advisory Senior / Manager

Transaction Advisory Senior / Manager

Vaco by Highspring • Charlotte, NC, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.permanent]
[job_card.job_description]

About the Firm

Our client is a well-established accounting and advisory firm serving privately owned middle-market companies and their owners. The firm provides personalized service and maintains a strong commitment to community involvement.

Recognized nationally for excellence, the firm has earned multiple awards for both performance and workplace culture. Team members enjoy a balance of meaningful client work, professional growth, and community engagement in a supportive environment.

As part of this team, you’ll have access to extensive learning opportunities through alliance partnerships, exposure to diverse industries, and mentorship designed to help you thrive. The firm emphasizes minimal travel, collaborative work, and a culture that values balance and purpose.

Position Summary

This role is part of the firm’s Transaction Advisory Services practice. The position focuses on buy-side and sell-side engagements, providing financial due diligence, accounting advisory support, and related consulting services.

Key Responsibilities

Lead transaction advisory engagements including financial analysis, due diligence, and accounting support for M&A transactions

Prepare detailed written reports summarizing key findings and recommendations

Participate in client meetings and management interviews to gather relevant financial and operational data

Develop financial models and analyses to help clients evaluate acquisition opportunities and financing requirements

Collaborate with colleagues across tax, audit, and consulting functions to deliver integrated client service

Assist with proposal preparation, engagement letters, and business development initiatives

Represent the firm in professional and community settings

Requirements

Basic Qualifications :

Bachelor’s degree in Accounting or related field

Active CPA license

Minimum of 5 years of experience in Audit or Transaction Advisory Services within a public accounting or consulting firm

Proven supervision and team leadership experience

Strong communication and report-writing skills

Proficiency with Microsoft Excel and PowerPoint

Preferred Qualifications :

Experience networking and communicating with C-level executives

Strong project management and client service skills

Track record of high performance and reliability under tight deadlines

Balanced mix of technical accounting expertise and business acumen

Self-starter with confidence in client interactions and problem-solving

Determining compensation for this role (and others) at Vaco / Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco / Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company’s 401(k) retirement plan.

Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

EEO Notice

Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.

Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and / or to receive other benefits and privileges of employment, please contact HR@vaco.com .

Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal .

By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.

Privacy Notice

Vaco by Highspring and its parents, affiliates, and subsidiaries (“we,” “our,” or “Vaco by Highspring”) respects your privacy and are committed to providing transparent notice of our policies.

California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here .

  • Virginia residents may access our state specific policies here .
  • Residents of all other states may access our policies here .
  • Canadian residents may access our policies in English here and in French here .
  • Residents of countries governed by GDPR may access our policies here .

Pay Transparency Notice

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to :

  • the individual’s skill sets, experience and training;
  • licensure and certification requirements;
  • office location and other geographic considerations;
  • other business and organizational needs.
  • With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.

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