Transaction Services Senior Associate (M&A)

Jobot; Boston (MA); On-site; USD 100,000 - 130,000; Full time

Benefits offered by this job

Comprehensive Health, Dental, & Vision insurance

401k with company match

Equity options

Unlimited PTO

Hybrid schedule

Job summary

A leading advisory firm based in Boston is seeking a Transaction Services Senior Associate to provide support through the deal lifecycle. This role offers a competitive salary of up to $130,000 plus bonuses and commission on referrals. The ideal candidate will have 2+ years in Transaction Services or Financial Due Diligence, preferably with a Big 4 firm. The position includes opportunities for professional growth and comes with comprehensive benefits including health insurance and a hybrid work model.

Qualifications

• Must have at least 2 years of experience in Transaction Services or Financial Due Diligence.
• Experience working at a Big 4 accounting firm is ideal.
• CPA certification is preferred, though not required.

Responsibilities

• Support Transaction Services engagements throughout the deal lifecycle.
• Develop reports and client-ready deliverables.
• Contribute to business development initiatives.
• Engage in internal operations and team culture.
• Mentor junior team members.

Skills

Transaction Services

Financial Due Diligence

Client communication

Education

2+ years of experience in Transaction Services

Experience with Big 4 accounting firms

CPA (preferred)

Background in audit

Job description

Overview

Hybrid opportunity up to $130k base + Bonuses + Commission on new client referrals!

Salary $100,000 - $130,000 per year

About the Company

We are working closely with an advisory firm looking to hire a Transaction Services Senior Associate. This Jobot Job is hosted by Zach Allison.

Why join us?

• Up to $130k base + Bonuses + 20% commission on all new clients
• Merit-based promotions
• Work closer to the client and more in-depth on your deals
• Excellent opportunity for growth to VP and beyond
• Direct mentorship from ex-Big 4 advisory leaders

Benefits

• Comprehensive Health, Dental, & Vision insurance options
• 401k w/ company match
• Equity options
• Unlimited PTO
• Hybrid schedule

Job Details

You’ll work with private equity firms, founder-led businesses, and investors throughout the deal lifecycle. Common projects include:

• Quality of Earnings (QoE) analysis – buy-side and sell-side
• Accounting clean-up in preparation for transactions
• Acting as a point of contact during due diligence
• Acquisition diligence and financial modeling

Responsibilities

• Support Transaction Services engagements
• Develop reports, financial analyses, and client-ready deliverables
• Contribute to business development efforts
• Engage in internal operations and team culture
• Mentor and train junior team members

Qualifications

• 2+ years of Transaction Services/Financial Due Diligence experience
• Experience working for a Big 4 public accounting firm in the TAS/FDD practice group
• CPA is preferred, but not required
• Background in audit is a plus

Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.

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