Senior Associate, Transaction Advisory & Diligence

Andersen; Costa Mesa (CA); On-site; USD 115,000 - 145,000; Full time

Benefits offered by this job

Comprehensive benefits package

160 hours of paid time off annually

401(k) plan with enrolment upon hire

Medical, dental, and vision insurance

Job summary

A leading tax and advisory firm in California is seeking an experienced professional to assist with financial due diligence engagements. The ideal candidate will have a Bachelor's degree in Accounting, Finance, or a related field, alongside a CPA credential or in progress. Responsibilities include financial analysis, report preparation, and client relationship management. The role offers a competitive salary range from $115,000 to $145,000 and a comprehensive benefits package including medical, dental, and paid time off.

Qualifications

• Bachelor’s degree required; Accounting, Finance, or related degree preferred.
• Certified Public Accountant credential or in process of obtaining.
• At least 4 years relevant work experience, with assurance and financial due diligence experience.

Responsibilities

• Assist in financial due diligence by analyzing financial statements.
• Prepare reports and analysis for clients.
• Ensure accuracy and integrity of financial data used in due diligence.

Skills

Analytical skills

Problem-solving skills

Communication skills

Leadership skills

Multitasking

Organizational skills

Teamwork

Education

Bachelor’s degree in Accounting, Finance, Economics or related field

Tools

MS Excel

PowerPoint

Power BI

Job description

A leading tax and advisory firm in California is seeking an experienced professional to assist with financial due diligence engagements. The ideal candidate will have a Bachelor's degree in Accounting, Finance, or a related field, alongside a CPA credential or in progress. Responsibilities include financial analysis, report preparation, and client relationship management. The role offers a competitive salary range from $115,000 to $145,000 and a comprehensive benefits package including medical, dental, and paid time off.