UHY International

Lead growth initiatives, develop client relationships, and manage sales pipelines to expand firm presence. | Requires 10+ years of professional services sales experience, strong relationship-building skills, and proficiency with CRM tools like Salesforce. | JOB SUMMARY The Business Development (BD) Director is responsible for driving growth across UHY’s national service lines by expanding the firm’s footprint in local markets and promoting cross-selling opportunities within key practice areas. This role leads all aspects of the sales process, including segmented prospect targeting, identifying opportunities for service line integration, supporting partners in solution development, assembling pursuit teams, and managing the process from initial contact through to closing and contract finalization. The BD Director is expected to build and maintain a strong sales pipeline, deliver strategic presentations and proposals, and collaborate across teams to convert opportunities into new business. In addition to direct sales responsibilities, the BD Director works closely with firm leadership to co-lead growth efforts through proactive prospecting, relationship-building, and active participation in industry and professional associations. This position requires a strategic, client-focused individual who excels at developing relationships, navigating complex business environments, and managing multiple priorities simultaneously in a fast-paced setting. JOB DESCRIPTION Business Development & Strategic Growth Increase UHY’s market presence and collaborate with leadership for a cohesive go-to-market strategy Generate and qualify new business opportunities with prospective clients Support Partners, Principals, and Directors in cross-selling additional services to existing clients Identify marketing and business development initiatives to drive cross-selling and key account growth Collaborate across teams to understand firm offerings and align them with ideal client profiles Execute the sales process, coordinating internal and external resources to best position the firm Leverage networking contacts, professional affiliations, industry groups, and Centers of Influence Assist in preparing sales materials, proposals, and prospect communications Document business development activities in Salesforce and maintain a qualified pipeline Provide ongoing market insights to National Sales Organization management Preferred Network Strengths Strong connections with C-Suite executives and decision-makers Experience working with FP&A professionals and financial strategists Active involvement in industry organizations and professional associations Engagement with CFOs, Controllers, and Business Owners to drive business opportunities Understanding of and experience working with Middle Market Companies Supervisory responsibilities N/A Work environment Work is conducted in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift up to 15 pounds at a time Travel required Travel required (local and overnight) Required education and experience Bachelor’s degree in business administration, finance, accounting, marketing or equivalent experience 10+ years of professional services sales experience Understands the business issues associated with accounting and/or professional services, strong ability to uncover needs and develop solutions to client issues Ability to establish and cultivate long-term effective relationships with internal and external relationships Must be motivated and self-disciplined; must possess strong time management skills Demonstrate strong communication, presentation, analytical and organizational skills Prior success meeting and/or exceeding annual sales target Experience leveraging a CRM tool for report generation and sales tracking Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook, and SharePoint) and Salesforce software Preferred education and experience Master’s degree in business administration, finance, accounting, marketing or equivalent experience Prior success consultative selling for a consulting or accounting firm Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting Prior FP&A experience either with software or service Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. WHO WE ARE UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances. WHO WE ARE UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

Oversee and review client tax engagements, develop tax strategies, and manage a team of tax professionals. | Requires CPA certification, 8+ years of tax experience, and familiarity with tax laws and software. | JOB SUMMARY As a Tax Senior Manager, you will be responsible for overseeing and reviewing financial information for clients, such as business and individual tax returns, with the benefit of gaining exposure to a diverse client base operating in a variety of industries. The Tax Senior Manager oversees client relationships and acts as a liaison between internal staff and internal leaders to ensure high-quality work is conducted and delivered to our clients. JOB DESCRIPTION Tax Strategy and Engagement Oversight Develop and implement comprehensive tax planning strategies for clients, ensuring alignment with their financial objectives and minimizing tax liabilities Analyze complex tax scenarios, including mergers, acquisitions, and other strategic transactions, to provide optimal solutions Manage a portfolio of tax engagements, supervise tax staff, and review their work to ensure accuracy, compliance, and adherence to firm standards Monitor engagement progress, budgets, and timelines, make adjustments as needed to meet client expectations Research and Analysis Stay abreast of evolving tax laws, regulations, and industry developments, applying this knowledge to client engagements and internal training initiatives Lead tax research efforts to address client inquiries, resolve complex tax issues, and guide decision-making Client Communication Effectively communicate complex tax concepts and strategies to clients, tailoring explanations to their understanding and addressing their questions or concerns Prepare and deliver presentations to clients on tax-related matters, providing insights into their financial situations and potential tax implications Cultivate and maintain strong relationships with clients, acting as a trusted advisor for their tax-related matters Compliance and Documentation Review and oversee the preparation of tax returns to ensure accuracy, compliance with regulations, and adherence to internal quality control standards Monitor and manage tax filing deadlines, extensions, and other compliance requirements to avoid penalties and ensure timely submissions Stay current with federal, state, and local tax laws, regulations, and changes, ensuring the firm and its clients are compliant with the latest tax requirements Team Collaboration Collaborate with other tax professionals within the firm to share insights, knowledge, and best practices Supervise and mentor tax staff, providing guidance, training, and feedback to foster their professional growth and ensure the quality of their work Foster a collaborative team environment, promoting knowledge sharing and effective communication among team members Participate in internal training sessions to enhance your technical skills and stay updated on industry trends Process Improvement and Innovation Identify opportunities to enhance tax workflows, processes, and methodologies, contributing to the continuous improvement of the firm's tax services Ensure compliance with internal quality control procedures, including reviewing and approving tax filings, documentation, and client deliverables Strategic Business Development Collaborate with partners and senior management to identify business development opportunities, cultivate client leads, and contribute to the firm's growth strategy Participate in proposal development and presentations to prospective clients Supervisory responsibilities Will supervise subordinate team members Work environment Work is conducted in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift to 15 pounds at a time Travel required Travel may be frequent and unpredictable, depending on client’s needs Required education and experience Bachelor’s degree in accounting, finance, or a related field 8+ years of relevant experience CPA or Enrolled Agent license Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting Specific positions may require additional industry or specialization certifications Responsible for completing the minimum CPE credit requirement Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research Preferred education and experience Juris Doctor (JD) degree for specialty positions Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. WHO WE ARE UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances. WHO WE ARE UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

Lead and develop the governmental and nonprofit audit practice, manage client relationships, oversee audit planning and execution, and foster team growth. | Requires 10+ years of relevant experience, CPA license, deep knowledge of governmental accounting standards, and leadership in audit environments. | JOB SUMMARY As an Audit Principal, you will hold a pivotal leadership role responsible for driving the strategic direction of our audit practice, specifically in the governmental & nonprofit sectors. Your extensive experience in audit and assurance, combined with exceptional leadership skills, will shape the firm's commitment to delivering exceptional client service, maintaining the highest standards of quality, and fostering the growth of our audit professionals. JOB DESCRIPTION Practice Leadership Provide visionary leadership for the governmental and nonprofit audit practice, setting strategic goals, and driving the overall direction of audit services Collaborate with firm leadership to develop and execute strategies for growth and market expansion Client Relationship Management Cultivate and maintain strong client relationships, acting as a trusted advisor and primary point of contact for high-level audit engagements Deliver strategic insights and recommendations to clients for optimizing financial processes, controls, and reporting Audit Planning and Strategy Collaborate with partners and directors to develop comprehensive audit strategies and plans that align with client objectives, risks, and regulatory requirements Oversee resource allocation, assignment of roles, and development of audit programs Audit Execution, Review and Technical Expertise Serve as the firm's technical expert in audit and assurance, staying current with evolving accounting standards, regulatory changes, and industry trends Provide expert guidance to audit teams on complex accounting and auditing matters Team Development and Mentorship Foster a culture of continuous learning, professional growth, and excellence within the audit practice Provide strategic mentorship and coaching to audit managers, seniors, and staff members to cultivate leadership and technical skills Quality Control and Assurance Ensure the accuracy, completeness, and compliance of audit documentation, reports, and conclusions with the highest standards of excellence Develop and implement advanced methodologies to enhance the quality and effectiveness of audit engagements Business Development Identify and pursue opportunities to expand the firm's client base and service offerings Contribute to the development of innovative strategies, client proposals, presentations, and thought leadership Risk Management Assess and manage risks associated with audit engagements, providing expert insights to mitigate potential concerns Ensure strict compliance with regulatory standards and firm policies Thought Leadership Contribute to the advancement of the audit profession through thought leadership, speaking engagements, and industry participation Share insights and expertise to enhance the firm's reputation and industry influence Supervisory responsibilities Will supervise subordinate team members Work environment Work is conducted in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift to 15 pounds at a time Travel required Travel may be frequent and unpredictable, depending on client’s needs Required education and experience Bachelor’s degree in accounting, finance, or a related field 10+ years of relevant experience 8+ years of relevant audit experience within a CPA firm, with progressive leadership responsibilities Experience with local municipalities or charter schools Deep understanding of governmental accounting standards, regulations (GASB, Yellow Book, GAAP), and compliance requirements CPA license is required; equivalent certifications are required for IT audit Responsible for completing the minimum CPE credit requirement Specific positions may require additional industry or specialization certifications Preferred education and experience Advanced degree (Master's) or additional relevant certifications Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. WHO WE ARE UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances. WHO WE ARE UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

Manage firm and individual CPA licensing lifecycles, ensure compliance with regulatory bodies, automate licensing workflows, coordinate reporting and inspections, and lead licensing-related initiatives and teams. | Bachelor’s degree, 5+ years in licensing/compliance/regulatory roles, knowledge of State Board of Accountancy licensing, strong organizational and communication skills, and experience collaborating with legal and finance teams. | JOB SUMMARY As the Licensing and Compliance Manager of UHY LLP’s National Office, you will be instrumental in ensuring the firm’s adherence to external regulatory requirements, including those set by the PCAOB, SEC, AICPA, and State Boards of Accountancy. You will lead the management of UHY’s professional license applications, renewals, and monitoring of UHY LLP partners’ license renewals across multiple states in which the firm is licensed to practice public accountancy. This role reports to the Independence and Ethics Leader of the National Office, who provides strategic oversight and ensuring alignment with the firm’s ethical and regulatory obligations. In this role, you will oversee comprehensive licensing and compliance efforts—including automation of tracking, routing, and approval workflows. You will ensure strict adherence to relevant state regulations, industry standards, and ethical guidelines, while also supporting licensing-related diligence for firm mergers and reporting to state boards. Working closely with the Office of General Counsel, Finance Office, and Learning and Development you will support and drive critical licensing initiatives. You will build and maintain strong partnerships with regulatory agencies, coordinate significant licensing and accreditation activities, and ensure precise management of membership renewals, firm licenses, and essential registrations. Your leadership will be key to sustaining operational compliance and fueling the firm’s ongoing growth and success. The ideal candidate is highly detail-oriented and able to maintain focus on complex compliance and licensing tasks. JOB DESCRIPTION Firm Licensing Manage the entire lifecycle of firm CPA and attest-related licensing, including initial applications, renewals, and any required amendments filed with State Boards of Accountancy Serve as a key team member in pre- and post-firm merger due diligence efforts related to licensing. This includes assessing licensing compliance of merged-in firms, evaluating professional licensing and mobility status, and coordinating license terminations with relevant State Boards of Accountancy Be responsible for creating and maintaining an automated routing and approval system to track firm licensing activity using software This includes developing workflows that support reminder functionality, license tracking, renewal monitoring and audit trail maintenance Coordinate and manage required reporting to State Boards of Accountancy outside of standard renewal cycles. This includes the timely reporting of reportable matters (if applicable), such as disciplinary actions and other censures, in accordance with individual state requirements Individual CPA Licensing Monitor and track CPA license status and renewal deadlines for individual professionals Maintain internal CPA license database, including license numbers, issuing jurisdictions, and expiration dates Provide guidance to professionals seeking licensure State Society and Quality Center Memberships Administer CPA membership renewals, ensuring timely and accurate processing Manage annual state CPA society membership renewals and account consolidation to support individual member benefits and accurate tracking Coordinate new CPA society memberships for licensed professionals Manage Michigan CPA Society (MICPA) membership renewals Process annual membership renewals for applicable AICPA Quality Centers, including the Employee Benefit Plan Audit Quality Center (EBPAQC) and Governmental Audit Quality Center (GAQC), to support compliance and audit quality standards Other Federal and State Compliance Reporting Ensure ongoing compliance with all federal, state, and local laws, regulations, and standards governing public accounting firms This involves monitoring changes in regulations and updating internal processes accordingly Track and complete annual or periodic surveys and reports required by state or federal agencies, including submission of peer review reports to the FDIC and similar oversight bodies Monitor, identify, and communicate deadlines and submission requirements for new compliance regulations as they arise Support regulatory inspections from state licensing authorities by coordinating and leading major licensing, certification, and accreditation visits, ensuring thorough preparation and successful outcomes Review, investigate, and address significant events and incident reports from regulatory inspections, if applicable, to uphold quality standards and regulatory compliance Strategic Collaboration & Stakeholder Engagement Collaborate closely with colleagues in the National Office, as well as the Office of General Counsel, Finance Office, and Learning and Development, to support and execute key licensing initiatives across all regions Build and sustain strong relationships with regulatory agencies and licensing representatives to facilitate effective communication and compliance Monitoring of Quality Control with Leadership Prepare for and participate in UHY LLP Leadership Committee Meetings, which include the bi-weekly UHY LLP Management Committee (Management Committee) meetings and monthly Attest Leader meetings, including preparing and reporting on current license status, renewals and open items to resolve for renewal for review and writing new and revising current policies for approval Understand the new quality management standards as well as our firm’s current system of quality management to develop processes, controls, and monitoring to assure compliance relevant to firm licensing and regulatory compliance Work with other National Office colleagues to understand and validate our current system of quality management relevant to firm licensing and regulatory compliance Overseeing, operating, enforcing, and monitoring the firm’s controls relevant to licensing and compliance in compliance with the quality management standards put forth by the AICPA, IAASB, and PCAOB Collaborate with stakeholders across UHY to gain an understanding of the risks to quality objectives as defined by the quality management statements relevant to firm licensing and regulatory compliance Assist with the review and documentation of processes and controls, including designing effective monitoring controls to monitor the firm’s system of quality management relevant to firm licensing and regulatory compliance Process Improvement & Reporting Identify opportunities to streamline licensing workflows and improve accuracy through automation or process enhancements Track and report on key compliance metrics to leadership as requested Supervisory responsibilities Will lead and supervise subordinate team members Work environment Work is conducted in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift up to 15 pounds at a time Travel required Travel of 5% to 10% is required for attendance at conferences, attendance and/or facilitation of in-person training and National Office Team Meetings Required education and experience Bachelor’s degree in accounting, business administration, legal studies, or a related field 5+ years of experience in licensing, compliance, regulatory affairs, or a related function Proven knowledge of State Board of Accountancy licensing Exceptional attention to detail and a strong focus on accuracy are essential to succeed in this role Experience managing professional license applications, renewals, and compliance tracking across multiple jurisdictions Demonstrated ability to collaborate effectively with legal, finance, and operational teams to implement compliance initiatives Strong relationship management skills with regulatory agencies and external stakeholders Excellent organizational, communication, and problem-solving skills, with the ability to manage multiple priorities in a fast-paced environment Preferred education and experience Advanced degree or relevant certifications (e.g., CPA, CCEP, CRCM, CRCMP) Knowledge of regulatory requirements including PCAOB, AICPA, and other rule sets Experience within a CPA firm, professional services, or highly regulated industry Experience coordinating responses to regulatory inquiries, accreditation visits, or regulatory inspections Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. WHO WE ARE UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances. WHO WE ARE UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

Lead financial due diligence and M&A advisory engagements, analyze financial statements and transaction risks, prepare reports, and supervise junior staff. | Bachelor’s degree in Accounting/Finance, 4-6+ years audit or transaction advisory experience, CPA preferred, strong financial analysis and client advisory skills. | JOB SUMMARY We are seeking a Transaction Services Manager to lead financial due diligence (FDD) and M&A advisory engagements. This role is ideal for experienced professionals who thrive in fast-paced deal environments and are skilled in analyzing financial statements, assessing transaction risks, and advising clients through mergers, acquisitions, and divestitures. You will play a key role in driving successful transactions for private equity firms, corporate clients, and investment banks. JOB DESCRIPTION Manage buy-side and sell-side financial due diligence engagements for M&A transactions Assess quality of earnings (QoE), working capital adjustments, and cash flow trends to evaluate deal risks Analyze financial statements, revenue models, and business operations to identify potential red flags Lead the preparation of financial reports, executive summaries, and key transaction insights Develop and review financial models, valuation assessments, and sensitivity analyses Serve as the primary client contact, ensuring exceptional communication and advisory support Collaborate with investment bankers, private equity firms, and corporate executives to structure deals Train, mentor, and supervise junior professionals, fostering a strong transaction advisory team Support post-transaction integration by analyzing financial structures and deal synergies Supervisory responsibilities Yes, will supervise staff members Will participate in performance review process Work environment Work is conducted in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift up to 15 pounds at a time Travel required Travel may be frequent and unpredictable, depending on client’s needs Required education and experience Bachelor’s degree in Accounting and/or Finance with strong academic performance 4 – 6+ years of audit / corporate finance / transaction advisory service experience Preferred education and experience Certified Public Accountant (“CPA”) designation Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. For job postings in the state of NY, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity in accordance with the New York State Pay Transparency Law. This range considers many factors, including but not limited to a candidate’s knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $110,000 to $180,000. WHO WE ARE UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances. WHO WE ARE UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.