Our client is not your typical CPA firm. They're a fast-growing, people-first team that’s redefining the accounting world for middle-market businesses and private equity clients. Their mission? To deliver stellar financial services with a dash of entrepreneurial spirit and a big helping of fun.

Ready to take charge and make deals happen? As a Transaction Advisory Lead, you’ll be at the forefront of exciting transactions, diving into buy-side and sell-side financial due diligence for our dynamic clients. This is your chance to lead with passion, build lasting relationships, and mentor a top-notch team—all while loving what you do every day.

Key Responsibilities:

• Engagement Leadership:
  • Take the reins on buy-side and sell-side financial due diligence projects, uncovering insights on quality of earnings, working capital, and more.
  • Transform complex financial data into actionable reports that wow our clients and help them make game-changing decisions.
• Client Relationship Management:
  • Become the go-to guru for middle-market businesses and private equity clients.
  • Forge strong, trusted connections with clients, understanding their needs and delivering tailored solutions.
• Team Development:
  • Inspire and guide your team, creating a culture of collaboration, learning, and growth.
  • Review and refine team deliverables, ensuring every detail shines.
• Business Development:
  • Spot opportunities to expand our transaction advisory services and bring them to life.
  • Partner with leadership to craft creative marketing strategies and make a splash at networking events.
• Technical Expertise:
  • Stay ahead of the curve with the latest industry trends, regulatory shifts, and technical advancements.
  • Drive continuous improvement, implementing best practices to keep us at the top of our game.

Qualifications:

• Bachelor’s degree in Accounting, Finance, or a related field; CPA certification required. Bonus points for CFA or similar certifications.
• 2-3 years of experience in transaction advisory services, with a passion for middle-market and private equity transactions.
• Proven expertise in leading financial due diligence projects.
• Sharp analytical skills, a knack for problem-solving, and stellar project management abilities.
• Exceptional communication and interpersonal skills—you’re a natural at connecting with clients and team members.
• Thrive under pressure in a fast-paced environment.

Why Join Our Client?

• Soar to New Heights: Join a growing practice where career advancement isn’t just a possibility—it’s a promise.
• Awesome Team Vibes: Work alongside a team that’s as passionate and innovative as you are.
• Work-Life Harmony: Flexible work arrangements and a supportive culture help you live your best life inside and outside the office.