Transaction Advisory Senior (TAS)

A mid-sized accounting firm committed to providing exceptional client accounting services is currently recruiting a talented individual to join their team as a Transaction Advisory Senior (TAS).

Reports to: Transaction Services Manager

Key responsibilities:

• Plan buy-side and sell-side transaction advisory engagements and financial due diligence on middle market companies (average deals are $25-$100 million).
• Review aspects of engagement, including analyzing and discussing EBITDA adjustments, historical and projected financial trends, and ratios.
• Consult on financial statement information (income statements, balance sheets, cash flow and other reports) and provide recommendations in the context of valuation and deal structuring alternatives.
• Prepare or review all workpapers and due diligence reports.
• Assist with managing, training, and developing staff.
• Recognize and inform senior management of opportunities to increase level and types of services to clients.
• Manage a team of 3.

Key experience and skills:

• CPA designated or pursuing a CPA
• Transaction Advisory experience in Audit engagements, quality of earnings and financial due diligence (Buy/ sell side)
• Strong knowledge of US GAAP and US GAAS
• Bachelors or masters degree in accounting.
• 2- 4 years of direct experience with quality of earnings, attestation, and audit engagements in a consulting environment.

Benefits:

• Comprehensive insurance plans (medical, disability, life, identity theft, pet)
• Subsidized caregiving benefit
  
• Wellness Challenges with incentives
  
• Access to on-site fitness centers/subsidized/low-cost gym memberships
  
• Financial Well-being:
  
• 401k, profit-sharing, and tuition reimbursement
  
• Paid time off, holidays, bereavement, parental leave, and volunteer hours
  
• Various incentive programs
  
• Employee Perks and Support:
  
• Mentorship program
  
• Flexible, hybrid work environment.
  
• Also open to Chicago and Downers Grove offices
  
• Relocation: No