Partner, Transaction Advisory Services

Salary: $220,000 to $500,000+ based on experience level

Title: Partner, Transaction Advisory Services (TAS)

Department: Transaction Advisory Services (TAS)     

Supervises: Directors

Role Type: Full time            

Location: New York, NY (Hybrid)

ABOUT THE COMPANY: 

A Midsized a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert services to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring.

We are consistently recognized as one of the “Best of the Best” accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide.

ABOUT THE POSITION:

As a Partner in the Transaction Advisory Services (TAS) group, you will be responsible for leading and managing the transaction advisory practice within the firm. This role requires a deep understanding of financial and operational aspects of transactions, exceptional leadership skills, and the ability to build and maintain client relationships. You will guide clients through complex transactions, including mergers and acquisitions, due diligence, valuations, and restructuring, ensuring the highest standards of service and strategic advice. This role will also ensure leading and mentoring a team of TAS professionals, fostering a culture of excellence and collaboration.

RESPONSIBILITIES:

• Develop and execute the strategic vision for the transaction advisory practice at the firm.

• Build and maintain strong relationships with key clients, understanding their strategic objectives and providing tailored advice.

• Act as a trusted advisor to clients, offering insights and solutions to complex transaction-related issues while ensuring the delivery of high-quality services that meet client expectations and adhere to regulatory standards.

• Lead and oversee transaction advisory engagements, including due diligence, valuations, financial modeling, and deal structuring.

• Provide strategic advice on mergers and acquisitions, divestitures, joint ventures, and other transactions.

• Ensure comprehensive analysis and reporting, identifying risks and opportunities related to transactions.

• Stay abreast of industry trends, regulatory changes, and emerging best practices in transaction advisory services.

• Provide leadership and mentorship to a team of TAS professionals, fostering a collaborative and high-performance work environment.

• Provide thought leadership through publications, presentations, and participation in industry forums.

• Collaborate with other partners and practices to deliver integrated solutions to clients.

• Represent the firm at industry events and networking opportunities to enhance brand visibility.

Qualifications:

Education:

• Bachelor’s degree (BA/BS) in Accounting, Finance, or a related field.

• CPA required. 

Experience:

• 12+ years of experience in transaction advisory, investment banking, corporate finance, or related fields.

• Extensive experience in managing complex transactions and providing strategic advisory services.

• Strong leadership experience, with the ability to manage and motivate a team.

• Great analytical and problem-solving skills.

• Excellent communication and client relationship skills.

• Proficient in using tax software and Microsoft Office applications.

Compensation:

• Competitive annual salary in the range of $220,000 to $500,000+ based on individual’s experience level.

Attributes:

• Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice.

• Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively.

• Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally.

• Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks.

• Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency.

• Technologically Proficient: Ability to apply technology solutions to work.

• Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity.

• Action Oriented: Proactively seeks out new and challenging work.

• Trustworthiness: Keeps confidences and develops a reputation for being honest and ethical.

Contact:

Stan Hamlet Associates Inc

(o) 212-685-4884

(c) 914-953-9028

sh@stanhamlet.com