Demo

Transaction Services Director

Moss Adams
New York, NY Full Time
POSTED ON 2/8/2025
AVAILABLE BEFORE 3/9/2025
At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care—about you, about our clients, and about our communities. Here, you’ll work towards our mission of empowering others to embrace opportunity, growing as a leader along the way. Our firm’s size, middle-market clients, customized career paths, and supportive culture make this a reality. Join a values-driven firm where you’ll have fun while solving complex and interesting business challenges.

Introduction to the team

Moss Adams is looking for a Director for our Transaction Services group. An entrepreneurial spirit and wanting to be part of building a new practice within an existing successful firm will be critical to the success of this position. We are seeking self-starting, highly motivated individuals with a proven track record of success and a keen sense of dedication to high-quality client services. The ideal candidate will have experience leading transaction services engagement teams at a large national professional services firm.

Directors within Transaction Services will have major engagement management responsibilities including managing client relationships, coaching staff and coordinating services from other parts of the firm. Other responsibilities include researching complex accounting issues and conducting financial due diligence for mergers and acquisitions and other transaction related services.

Individuals who thrive at Moss Adams exhibit the following success skills – Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus.

Responsibilities

  • Engagement management with clients includes routinely working directly with c-suite executives to perform financial due diligence on middle-market companies in a variety of industries
  • Work alongside private equity firms, strategic clients and investments banks to perform buy-side and sell-side due diligence as well as other M&A activities
  • Responsible for all aspects of deal execution including sourcing and managing client relationships, analysis and execution of client deliverables, and coaching and managing other team members
  • Coordinate services as needed with other practice areas of the firm
  • Build relationships with existing clients, including involvement in networking and business development activities
  • Provide both leadership and supervision to Staff, Seniors, and Managers

Qualifications

  • Bachelor's degree in a related field required
  • Minimum 10 years of related experience; experience in a large public accounting firm preferred
  • CPA preferred
  • Must have the ability to analyze complex business and transaction situations
  • Previous experience supervising and training staff
  • Strong project management and organizational skills
  • Excellent interpersonal and verbal & written communication skills
  • Excellent presentation skills and marketing abilities are required
  • Must be willing and able to travel

Moss Adams is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law.

Moss Adams complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. 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 careers@mossadams.com.

Some local/state regulations require employers to disclose the pay range in job postings. While this is the typical range of pay for the position, actual pay may vary based on internal equity, knowledge, experience, skillset, and geographic location among other factors. It’s uncommon for an individual to be hired at the top end of the pay range. This position may be eligible for an annual discretionary bonus. For more information about our benefit offerings and other total rewards, visit our careers page.

Employee Status

Regular

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