Senior Associate - Transaction Advisory Services

Tanner LLP; Salt Lake City (UT); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Open PTO

Paid holidays

Company-wide shutdown

Health insurance

Dental insurance

Life insurance

Disability insurance

401(k) with company contribution

Coaching & advancement

Excellent technical resources

Competitive compensation

Job summary

Tanner LLP, Utah’s largest public accounting firm and a top regional leader, seeks a Senior Associate on the TAS team to lead QoE reporting for M&A deals. You will analyze financial data, identify risks, and interact with clients, targets, and investors to clarify earnings power and deal implications.

You will collaborate with managers, directors, and partners, mentor juniors, and contribute to business development efforts while pursuing CPA licensure.

Qualifications

• Two to five years of experience in public accounting, transaction advisory, financial due diligence, or corporate finance.
• Bachelor’s or master’s degree in accounting, finance, or related field.
• Strong understanding of GAAP, financial statements, and key accounting concepts.
• Prior experience preparing or supporting QoE reports preferred.
• CPA pursuing or licensed is required.

Responsibilities

• Lead and support QoE report preparation, including EBITDA, revenue trends, working capital adjustments.
• Analyze historical and projected financial information to assess earnings power and deal risks.
• Conduct client and target interviews to gather data and validate findings.
• Develop financial exhibits and write client-ready reports.

Skills

QoE reports

Public accounting

GAAP knowledge

Client communication

Leadership

Education

Bachelor's in accounting/finance

Master's in accounting/finance

Job description

Tanner LLP, Utah’s largest public accounting firm and one of INSIDE Public Accounting’s Best of the Best Accounting firms, has recently been named as one of Accounting Today's Top Regional Leaders and Firms to watch for and top 100 firms in the US.

Our stellar reputation in the marketplace for being value add strategic partners to the clients we serve has made us the firm of choice for Utah’s premier businesses. Our commitment to excellence, innovation, and client satisfaction has earned us a position of trust and respect within the industry.

Our professionals choose to build careers at Tanner because they appreciate our growth mindset and share our values, Gratitude, Excellence in All We Do, and Personal Accountability. Firm leadership is down the hall, not across the country, creating a close-knit and collaborative work environment with curated paths for career advancement and opportunity. Our community of colleagues create an environment that can’t be matched. We are a public accounting firm characterized by our investment in our team – Voted #1 in Training multiple years running - and distinctive culture, which sets us apart and defines the experience for our professionals.

Position Summary

As a Senior Associate on the TAS team, you will be primarily responsible for supporting and leading the preparation of Quality of Earnings reports for M&A transactions. This includes analyzing financial data, identifying key risks and adjustments, and helping clients understand normalized earnings and cash flow. You’ll work closely with managers, directors, and partners, and will have direct interaction with clients, target companies, and investors.

The ideal candidates will have the following qualities:

• High integrity
• Two to five years of experience in public accounting, transaction advisory, financial due diligence, or corporate finance
• Bachelor’s and/or master’s degree in accounting, finance, or related field
• Strong understanding of GAAP, financial statements, and key accounting concepts.
• Prior experience preparing or supporting Quality of Earnings reports is strongly preferred
• Ability to establish great working relationships with clients and colleagues
• Demonstrated leadership and problem-solving skills
• Ability to prioritize tasks, work on multiple assignments, and work under tight deadlines
• Strong verbal and written communication skills
• Ability to work both independently and as part of a team of professionals at all levels
• Pursuing CPA or currently has CPA license

Professional responsibilities will include tasks such as the following:

• Lead and support the preparation of Quality of Earnings (QoE) reports, including adjustments to EBITDA, revenue trends, working capital, and other key deal metrics.
• Analyze historical and projected financial information to assess underlying earnings power and deal-related risks.
• Conduct client and target interviews to gather relevant data and validate findings.
• Develop financial exhibits and write clear, concise, and client-ready reports.
• Present findings to clients and help them evaluate potential deal implications.
• Manage multiple workstreams and deliverables on concurrent projects.
• Mentor and review work of junior team members.
• Support business development efforts including proposals, scoping discussions, and participation in pitch meetings as needed.

We’re sure you will tell us what you have to offer, but here is what we bring to the table:

• The best training through Tanner LLC, Allinial Global, and other quality providers
• Open PTO policy, paid holidays, and a company wide shut down between the week of Christmas and New Years Day
• Excellent health, life, disability and dental insurance
• 401(k) plan with guaranteed company contribution
• Unique coaching & opportunities for advancement
• Exceptional technical resources
• Competitive compensation