Transition Manager Jobs in New York
Transition Manager jobs in New York are consistently in demand, with strong hiring concentrated in financial services, healthcare, and enterprise technology across a range from program coordinator to senior change leader. New York City, Albany, and Buffalo represent the largest hiring centers, anchored by employers like JPMorgan Chase, New York-Presbyterian, and IBM. The most sought-after specializations in New York include IT transition management, mergers and acquisitions integration, and healthcare system migrations. Find a role that fits below and apply directly.
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INTRODUCTION
It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business.
Established in 1980, Berkowitz Pollack Brant (BPB) is a certified public accounting firm with a longstanding presence in South Florida and New York. BPB has earned a strong reputation for delivering high-quality tax, assurance, and advisory services and has been consistently recognized among the top 100 accounting firms in the United States.
Effective January 1, 2026, BPB was acquired by and combined with Baker Tilly, a leading global advisory, tax, and assurance firm. During this transition period, the firm operates as Baker Tilly X Berkowitz Pollack Brant, Advisors + CPAs, reflecting our integration into Baker Tilly’s expansive national and global network, enhanced resources, and broad range of opportunities.
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients.
Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
POSITION OVERVIEW
The Transaction Advisory Services (TAS) Manager is a key leader within the practice, responsible for managing and executing complex financial due diligence engagements while driving client relationships and developing high-performing teams. This role sits at the intersection of execution and strategy—partnering closely with senior leadership to deliver insightful, high-quality analysis and helping clients navigate critical transaction decisions.
The TAS Manager serves as a trusted advisor to both strategic and private equity clients across buy-side and sell-side engagements, providing financial insights that directly impact deal value, structure, and negotiation.
KEY RESPONSIBILITIES
- Lead and manage financial due diligence engagements, including Quality of Earnings (QoE), working capital analysis, cash flow assessments, and operational reviews for middle-market and large-cap transactions
- Oversee engagement teams in analyzing financial and operational performance through detailed review of accounting records, data analytics, and management discussions
- Identify key transaction risks, earnings adjustments, and deal considerations that may impact valuation, pricing, or structuring
- Deliver clear, concise, and insightful reports and presentations to clients, including senior leadership, private equity sponsors, and C-suite executives
- Act as the primary day-to-day client contact, ensuring a high level of service, responsiveness, and relationship management throughout the engagement lifecycle
- Manage engagement economics, including scope, budgets, timelines, and resource allocation to ensure efficient and profitable delivery
- Supervise, mentor, and develop team members by providing ongoing coaching, technical guidance, and performance feedback
- Collaborate with cross-functional service lines (e.g., tax, audit, valuation, and consulting) to provide integrated, end-to-end transaction solutions
- Support business development initiatives by identifying opportunities within existing client relationships, contributing to proposals, and participating in pitch meetings
- Stay informed of market trends, deal activity, and industry-specific drivers to provide relevant insights and strategic guidance to clients
- Uphold the highest standards of professionalism, confidentiality, and ethical conduct in all client interactions
TECHNICAL EXPERTISE
- Strong foundation in financial accounting and transaction advisory, including deep experience with Quality of Earnings and due diligence methodologies
- Advanced knowledge of U.S. GAAP and financial reporting; exposure to IFRS and cross-border transactions is a plus
- Strong financial modeling and analytical capabilities, with the ability to interpret large datasets and translate findings into actionable insights
- Familiarity with deal processes, including purchase agreements, data rooms, and transaction timelines
QUALIFICATIONS & SKILLS
- Exceptional written and verbal communication skills, with the ability to present complex financial information to both technical and non-technical stakeholders
- Proven leadership ability with experience managing teams, mentoring staff, and fostering a collaborative team environment
- Strong project management skills, including the ability to manage multiple concurrent engagements in a fast-paced, deadline-driven environment
- High attention to detail and commitment to delivering accurate, high-quality work
- Strong interpersonal skills with the ability to build and maintain relationships across all levels of an organization
- Sound judgment, critical thinking, and problem-solving capabilities
Education
- Bachelor’s degree in accounting, Finance, Business Administration, or a related field required
- Master’s degree (e.g., MAcc or MBA) preferred
Experience
- 5–7 years of progressive experience in Transaction Advisory Services, financial due diligence, public accounting (audit or advisory), investment banking, corporate development, or FP&A
- Demonstrated experience leading engagements and managing client relationships
- Prior experience working directly with senior leadership, including C-suite executives and private equity stakeholders
CERTIFICATIONS
- Certified Public Accountant (CPA) license required
- CFA or relevant investment banking licenses (Series 79, 63, 7) are a plus
TECHNOLOGY & TOOLS
- Advanced proficiency in Microsoft Excel, including financial modeling and data analysis
- Proficiency in PowerPoint and Word for developing client-ready deliverables
- Experience with data analytics and visualization tools (e.g., Alteryx, Power BI, Tableau) preferred
PREFERRED EXPERIENCE
- Experience within a professional services or advisory firm environment
- Strong client-facing experience with corporate executives, private equity firms, and investment professionals
- Established professional network within the M&A, private equity, or investment banking community
If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!
INTRODUCTION
It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business.
Established in 1980, Berkowitz Pollack Brant (BPB) is a certified public accounting firm with a longstanding presence in South Florida and New York. BPB has earned a strong reputation for delivering high-quality tax, assurance, and advisory services and has been consistently recognized among the top 100 accounting firms in the United States.
Effective January 1, 2026, BPB was acquired by and combined with Baker Tilly, a leading global advisory, tax, and assurance firm. During this transition period, the firm operates as Baker Tilly X Berkowitz Pollack Brant, Advisors + CPAs, reflecting our integration into Baker Tilly’s expansive national and global network, enhanced resources, and broad range of opportunities.
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients.
Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
POSITION OVERVIEW
The Transaction Advisory Services (TAS) Manager is a key leader within the practice, responsible for managing and executing complex financial due diligence engagements while driving client relationships and developing high-performing teams. This role sits at the intersection of execution and strategy—partnering closely with senior leadership to deliver insightful, high-quality analysis and helping clients navigate critical transaction decisions.
The TAS Manager serves as a trusted advisor to both strategic and private equity clients across buy-side and sell-side engagements, providing financial insights that directly impact deal value, structure, and negotiation.
KEY RESPONSIBILITIES
- Lead and manage financial due diligence engagements, including Quality of Earnings (QoE), working capital analysis, cash flow assessments, and operational reviews for middle-market and large-cap transactions
- Oversee engagement teams in analyzing financial and operational performance through detailed review of accounting records, data analytics, and management discussions
- Identify key transaction risks, earnings adjustments, and deal considerations that may impact valuation, pricing, or structuring
- Deliver clear, concise, and insightful reports and presentations to clients, including senior leadership, private equity sponsors, and C-suite executives
- Act as the primary day-to-day client contact, ensuring a high level of service, responsiveness, and relationship management throughout the engagement lifecycle
- Manage engagement economics, including scope, budgets, timelines, and resource allocation to ensure efficient and profitable delivery
- Supervise, mentor, and develop team members by providing ongoing coaching, technical guidance, and performance feedback
- Collaborate with cross-functional service lines (e.g., tax, audit, valuation, and consulting) to provide integrated, end-to-end transaction solutions
- Support business development initiatives by identifying opportunities within existing client relationships, contributing to proposals, and participating in pitch meetings
- Stay informed of market trends, deal activity, and industry-specific drivers to provide relevant insights and strategic guidance to clients
- Uphold the highest standards of professionalism, confidentiality, and ethical conduct in all client interactions
TECHNICAL EXPERTISE
- Strong foundation in financial accounting and transaction advisory, including deep experience with Quality of Earnings and due diligence methodologies
- Advanced knowledge of U.S. GAAP and financial reporting; exposure to IFRS and cross-border transactions is a plus
- Strong financial modeling and analytical capabilities, with the ability to interpret large datasets and translate findings into actionable insights
- Familiarity with deal processes, including purchase agreements, data rooms, and transaction timelines
QUALIFICATIONS & SKILLS
- Exceptional written and verbal communication skills, with the ability to present complex financial information to both technical and non-technical stakeholders
- Proven leadership ability with experience managing teams, mentoring staff, and fostering a collaborative team environment
- Strong project management skills, including the ability to manage multiple concurrent engagements in a fast-paced, deadline-driven environment
- High attention to detail and commitment to delivering accurate, high-quality work
- Strong interpersonal skills with the ability to build and maintain relationships across all levels of an organization
- Sound judgment, critical thinking, and problem-solving capabilities
Education
- Bachelor’s degree in accounting, Finance, Business Administration, or a related field required
- Master’s degree (e.g., MAcc or MBA) preferred
Experience
- 5–7 years of progressive experience in Transaction Advisory Services, financial due diligence, public accounting (audit or advisory), investment banking, corporate development, or FP&A
- Demonstrated experience leading engagements and managing client relationships
- Prior experience working directly with senior leadership, including C-suite executives and private equity stakeholders
CERTIFICATIONS
- Certified Public Accountant (CPA) license required
- CFA or relevant investment banking licenses (Series 79, 63, 7) are a plus
TECHNOLOGY & TOOLS
- Advanced proficiency in Microsoft Excel, including financial modeling and data analysis
- Proficiency in PowerPoint and Word for developing client-ready deliverables
- Experience with data analytics and visualization tools (e.g., Alteryx, Power BI, Tableau) preferred
PREFERRED EXPERIENCE
- Experience within a professional services or advisory firm environment
- Strong client-facing experience with corporate executives, private equity firms, and investment professionals
- Established professional network within the M&A, private equity, or investment banking community
If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!
See All 19 Transition Manager Jobs in New York
Find roles in New York that match your experience and apply in just a few clicks.
Find Transition Manager JobsTransition Manager Jobs by City in New York
Where New York roles are concentrated, by current openings.
Transition Manager Job Market in New York
A snapshot from current New York openings, updated as new roles post.
Who's Hiring
- CohnReznick7
- Alvarez & Marsal6
- Albany Medical Center1
- Berkowitz Pollack Brant Advisors Cpa'S1
- Deutsche Bank1
Top Industries Hiring
- Accounting & Auditing14
- Consulting & Professional Services14
- Investment & Asset Management5
- Healthcare & Medical Services1
What New York Employers Look For
The qualifications that appear most often in transition manager jobs across New York.
- Bachelor's degree in business administration, information technology, or a related field
- Project Management Professional (PMP) certification or equivalent credential recognized by employers
- Demonstrated experience leading organizational or technology transition projects end to end
- Proficiency with project management platforms such as ServiceNow, Jira, or Microsoft Project
- Strong stakeholder communication skills for coordinating across departments and leadership levels
- Familiarity with ITIL frameworks or change management methodologies such as Prosci ADKAR
Transition Manager Jobs in New York: Frequently Asked Questions
How do you become a transition manager in New York?
Most transition manager roles in New York are earned through a combination of a bachelor's degree in business, IT, or operations and a recognized project or change management credential such as the PMP from the Project Management Institute or the Prosci Change Management Certification. New York does not issue a state license for this role, so employers weigh credentials and portfolio heavily. Building experience in project coordination or business analysis roles at a New York employer is the most direct path.
Which companies hire transition managers in New York?
Employers hiring transition managers in New York right now include CohnReznick, Alvarez & Marsal, and Albany Medical Center, based on current listings on Migrate Mate as of June 2026. New York's concentration of major financial institutions, large hospital networks, and global technology firms makes it one of the more active states for this role year-round.
Which New York cities have the most transition manager jobs?
New York, Albany, and Babylon account for the most transition manager openings in New York. New York City dominates due to its density of financial services headquarters, enterprise technology firms, and large hospital systems, while Albany draws postings from state government and healthcare agencies, and Buffalo sees demand from regional banks and manufacturing operations undergoing digital transition.
Are there remote transition manager jobs in New York?
Yes, and more than many comparable roles. About 11% of transition manager openings tied to New York are remote or hybrid as of June 2026, reflecting how much of the work, stakeholder calls, documentation, and project tracking, can be done off-site. Roles tied to hands-on infrastructure cutovers or in-person change workshops are more likely to require a physical presence.
How can I get hired as a transition manager in New York with little or no experience?
The most realistic entry path is a project coordinator or change analyst role at a large New York employer, where you support transition initiatives before leading them. Financial institutions like Citigroup and large health systems like Northwell Health regularly hire associates into structured rotational or analyst programs that build transition management skills. Earning a Prosci or PMP foundation credential alongside that experience signals readiness to step into a full transition manager title.
Where can I find and apply to transition manager jobs in New York?
You can find and apply to transition manager jobs in New York on Migrate Mate, which lists current openings across the state. Search the available roles, find one that fits your background and location preference, and apply directly to the employer.
See All 19 Transition Manager Jobs in New York
Find roles in New York that match your experience and apply in just a few clicks.
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