Remote Transaction Advisory Manager | Independent CPA Firm | Up to $160k + Bonus
Location: 100% Remote (US-based)
Compensation: Up to $160,000 base + performance bonus
Requirements: 5+ years transaction advisory experience | Buy & sell side experience required | CPA or CMA preferred
We are an independently owned, full-service CPA and advisory firm with decades of history — and a reputation built entirely through organic growth and low turnover. Average employee tenure exceeds 8 years. A significant portion of our team came from Big 4 environments specifically looking for better culture and balance. That tells you something about what we have built here.
We are hiring a Transaction Advisory Manager to join a growing TAS practice — a newer, high-impact team with immediate opportunity to shape how the practice develops and a clear path to Partner for the right person.
Why This Role Stands Out
- Ground Floor TAS Opportunity — This is a smaller, growing team in active expansion mode. You are not stepping into a rigid structure. You are joining early, having immediate impact, and growing with the practice
- Clear Partner Track — The firm is big on developing future leaders and has a defined path for those who want to pursue partnership. This is not a vague promise — it is how the firm has operated for decades
- Independent — No PE, Ever — Independently owned since the 1950s and no plans to change that. The culture, the client relationships, and the stability here are protected
- Firm-Wide Summer Break — The entire firm shuts down for a full week in the summer — paid, firm-wide, every year. On top of that, Flex Fridays in both summer and winter
- Generous Time Off — 20+ days PTO plus 13 paid holidays. One of the stronger PTO structures you will find at a firm of this size and caliber
- Big 4 DNA, Regional Culture — A significant portion of our team came here from Big 4 environments. The technical rigor is there. The burnout culture is not
- Manageable Hours — Busy season hours run well below what you would experience at a top 10 firm. Work hard, but sustainably
What You Will Do
- Lead buy and sell side quality of earnings and transaction advisory engagements for middle market clients
- Serve as primary client contact on active deal engagements — managing relationships, timelines, and deliverables
- Analyze financial statements, working capital, and key business drivers to support transaction decisions
- Identify and communicate key findings, risks, and opportunities to clients and deal teams
- Mentor and develop senior associates and staff
- Collaborate with assurance, tax, and business advisory teams on comprehensive client engagements
- Contribute to business development and practice growth initiatives
What We Are Looking For
- CPA or CMA preferred
- 5+ years of transaction advisory experience
- Both buy and sell side experience required — please note your percentage split in your application
- Middle market client experience strongly preferred — average client revenue $20M–$150M
- Industry experience across construction, manufacturing, professional services, private equity, logistics, or real estate a plus
- Strong financial analysis and quality of earnings experience
- Self-directed and comfortable working autonomously in a remote environment
What We Offer
- Base salary up to $160,000, commensurate with experience
- Performance bonus
- Full week paid summer break — firm-wide, every year
- Flex Fridays — summer and winter
- 20+ days PTO + 13 paid holidays
- Generous paid parental leave and family care leave
- Volunteer time off
- Medical, dental, and vision coverage
- 401(k) with employer contribution
- Professional development and CPE fully supported
- Clear, structured partner track
Please apply directly today, or send your resume to keith.shuler@levelociti.com for faster consideration.
To view our other postings: levelociti.com/job-search
Senior Managers with transaction advisory and business development experience are strongly encouraged to apply — there may be an opportunity at your level.
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