Engagement Leader, Financial Due Diligence

Taqitz Advisors, LLC; Oregon; On-site; USD 123,000 - 175,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

PTO

401(k)

Disability Insurance

Life Insurance

Job summary

Taqitz Advisors, LLC seeks a senior financial due diligence professional for a full-time exempt role in Lake Oswego, OR or Greenwood Village, CO. Base salary is $122,500–$175,000 with up to 25% travel.

The role emphasizes engagement leadership, financial analysis, and team development in a collaborative, client-focused environment. Responsibilities include leading diligence engagements from scoping to final reports, guiding analysts, and advising on purchase price adjustments.

Qualifications

• 5+ years of financial due diligence experience
• 2+ years of Big 4 experience preferred
• MBA, CPA, or CFA preferred

Responsibilities

• Lead buy-side and sell-side diligence engagements from scoping through final report.
• Manage multiple engagements on scope and schedule.
• Coach and evaluate Senior Analysts; own final report and findings.

Skills

Engagement Leadership

Technical Judgment

Team Development

Ownership

Continuous Learning

Resilience

Education

Finance degree

Accounting degree

IT/Data Science degree

Job description

Taqitz Advisors, LLC seeks a senior financial due diligence professional for a full-time exempt role in Lake Oswego, OR or Greenwood Village, CO. Base salary is $122,500–$175,000 with up to 25% travel.

The role emphasizes engagement leadership, financial analysis, and team development in a collaborative, client-focused environment. Responsibilities include leading diligence engagements from scoping to final reports, guiding analysts, and advising on purchase price adjustments.