Transaction Services Senior Manager

Posted 6 Days Ago
Be an Early Applicant
3 Locations
In-Office
Senior level
Fintech • Financial Services
The Role
Leads financial due diligence engagements for corporate, private equity, owner-managed business, and lender clients across buy-side and sell-side transactions. Manages multiple projects, client relationships, budgets, business development, pitches, and tender submissions. Develops junior team members, collaborates with Partners and Directors, identifies transaction issues and value opportunities, and supports expansion of the Transaction Services proposition.
Summary Generated by Built In
Transaction Services Senior Manager

About this opportunity

We are looking for an experienced Transaction Services professional to join our fast growing Advisory team. Working closely with corporates, owner-managed businesses, private equity investors and lenders, you will lead financial due diligence engagements across buy-side and sell-side.


Joining Bishop Fleming at an exciting stage of growth, you will play a key role in developing our Transaction Services proposition across the South West and West Midlands, working alongside an experienced leadership team and helping clients make informed investment and transaction decisions.


You'll have the opportunity to work directly with Partners, shape the future direction of the team, develop junior colleagues and play a valuable role in expanding our market presence.


Your responsibilities will include:  

  • Leading and delivering a range of due diligence assignments, ensuring projects are completed to a high standard, on time and within budget.
  • Acting as the primary client contact and building strong, long-term client relationships.
  • Managing multiple projects simultaneously, identifying transaction issues and identifying opportunities to add value for clients.
  • Supporting the development of Bishop Fleming's Transaction Services proposition across the South West and Midlands.
  • Supporting business development activities, including building intermediary networks, identifying opportunities, pitching for new work and contributing to tender submissions.
  • Developing relationships with new and existing clients to promote the firm's wider service offering and generate new business opportunities.
  • Coaching, developing and managing junior team members through formal and on-the-job learning, regular feedback and performance reviews.
  • Working collaboratively with Partners, Directors and colleagues across the firm to deliver joined-up client solutions and identify cross-selling opportunities.
  • Sharing technical knowledge and acting as a recognised Corporate Finance specialist both internally and externally.

What we are looking for

To be considered for the role, you will need to be:   

  • ACA/ACCA qualified (or equivalent)
  • A great people manager who enjoys developing and coaching their teams
  • An excellent communicator who enjoys building relationships with clients and prospects
  • Commercially minded with the ability to spot opportunities that may benefit our clients
  • Keen to contribute to the firm’s business development activities and have the drive to contribute towards Bishop Fleming’s growth
  • Well organised with strong attention to detail
  • A real team player who can work well under pressure

Why join us

We are an award-winning certified Great Place to Work® provider of Audit, Accountancy, Tax and Advisory services in the South West and West Midlands. Our clear strategy and focus on client relationships, coupled with market position results in us maintaining double digit turnover growth rates powering investment in key areas of our business. We are also currently ranked fifth in the Accountancy Age Mid-Tier Power Index. 


From owner-managed businesses, SMEs, and large businesses; to entrepreneurs and private individuals; we offer full services across a diverse range of sectors. 


With 9 offices, 60 partners, and over 500 people, we have the capability and capacity to meet our clients’ needs. From owner-managed businesses to large businesses we have the full-service expertise to advise our clients.  


We are also a member of Kreston Global, a global network of independent accounting firms in more than 100 countries. 


We also offer a multi-faceted benefits package, which includes:

  • 30 days holiday, plus bank holidays 
  • Extra time off at Christmas - in addition to your annual leave entitlement, we close between Christmas and New Year 
  • Hybrid and flexible working 
  • A contributory pension scheme
  • Life assurance 
  • Critical illness cover
  • Simply Health cashback plan including access to 24/7 online GP service and counselling services
  • Perkbox discounts and rewards platform with over 4,000 perks and discounts 
  • Social events with active social committees that plan internal and external events 
  • Numerous opportunities for development 

Please contact Grace Harris, Talent Acquisition Advisor if you would like to discuss this opportunity further. 


We welcome applicants seeking flexible working arrangements, including part‑time working or working from home, to support responsibilities such as caring commitments, further study, or interests outside of work. 


We are committed to welcoming new people into an inclusive working environment, where everyone has equal opportunity to reach their full potential.  We support a culture where people are valued and treated with respect, and where differences are understood and celebrated.  


The more varied our workforce, the broader the expertise within our business. The broader our expertise, the greater our chances of innovation and success. That's why we're committed to equality of opportunity, diversity and inclusion at every level. 


As part of our recruitment process and commitment to maintaining a safe and compliant working environment, we conduct background checks on all successful applicants. These checks will include verification of references, confirmation of right to work in the UK, and, where applicable, a standard or enhanced Disclosure and Barring Service (DBS) check. Further details will be provided during the recruitment process. 


For agencies: Please note that we do not accept unsolicited CVs. Submissions will only be reviewed where a role has been briefed by our Talent Acquisition team. 


Skills Required

  • ACA, ACCA, or equivalent qualification
  • Experience in Transaction Services and financial due diligence
  • People management, coaching, and team development experience
  • Excellent communication and client relationship-building skills
  • Commercial awareness and ability to identify business development opportunities
  • Strong organization and attention to detail
  • Ability to work collaboratively and under pressure
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The Company
HQ: Houston, TX
516 Employees
Year Founded: 1919

What We Do

Bishop Fleming is a Top 35 accounting firm in the UK and an award-winning tax practice. We are ranked fifth in the inaugural UK Accountancy Age Mid-Tier Power Index and Great Place to Work® Certified. Working with clients throughout the UK and internationally from our offices in the South West and West Midlands, Bishop Fleming is wholly committed to providing businesses and individual clients with the full range of pro-active support and advice. Teams include top experts in wealth management, corporate finance, business recovery and insolvency, business, personal & international tax, payroll services, accounting software solutions, forensic and litigation support, VAT advice and of course, audit assurance & accounts. Specialist sectors include Automotive, Manufacturing, Technology, Hospitality & Leisure, Media, Healthcare & Care Homes, Charities, Education & Not-For-Profit Organisations, Real Estate & Construction and Professional Partnerships. With offices in Bath, Bristol, Cheltenham, Exeter, Plymouth, Torquay, Truro and Worcester, and additional specialist offices throughout the UK, wherever you are, there’s a Bishop Fleming expert close by. Visit our website for more information: www.bishopfleming.co.uk or please contect with any of our specialists here on LinkedIn for more details about our services and how we can help you or your business. Interested in the latest job vacancies at Bishop Fleming Chartered Accountants? Then please visit: careers.bishopfleming.co.uk

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