Job Title: Audit & Transaction Advisory Manager
Location: Dallas, TX (Providence Tower – Spring Valley & Dallas North Tollway)
Job Type: Full-Time (On-Site Mon-Thurs, Flex Fridays)
Compensation: $125,000 – $175,000 Base Salary + Performance Bonuses
About the Firm
We are a unique, multi-faceted financial services firm creating a legacy brand in the Dallas market. Unlike traditional CPA firms, we operate three distinct entities under one roof: a CPA firm, a FINRA/SEC registered Investment Banking entity, and a Wealth Management group managing nearly $1 billion in assets.
Our clients are strictly for-profit operating companies, primarily first-to-third-generation business owners, family offices, and private equity groups. We focus on the middle market (revenue $25M - $1B+) across diverse industries including manufacturing, logistics, FinTech, real estate, and healthcare. We do not handle non-profits or governmental work.
The Role
We are seeking a Manager (or a heavy Senior Supervising Senior ready for promotion) to join our Financial Reporting Group. This is not a "churn and burn" compliance role; it is a growth position designed for a future leader of the firm. You will work on a mix of high-level audit engagements and transactional M&A work, often acting as an advocate for clients during sales and acquisitions.
Key Responsibilities
Qualifications & Requirements
Experience:
Why Join Us?
Interview Process
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