Transaction Advisory Associate (In-Person)

Maxwell Locke & Ritter LLP; Austin (TX); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

PTO: 22 days plus 8 paid holidays and 2 floating holidays

Paid parental leave and bereavement leave

Annual bonus through profit-sharing plan

401(k) plan including profit-sharing contribution

Medical, dental, and vision insurance

Employee assistance program

Continuing professional education

Hybrid, flexible scheduling

Job summary

Maxwell Locke & Ritter LLP is seeking a Transaction Advisory Associate in Austin. This in-person role involves compiling and analyzing financial data, participating in executive discussions, and documenting findings. The ideal candidate will have a minimum of 2 years of public accounting experience, strong Microsoft Excel skills, and must be able to work in person. Additionally, the position offers competitive benefits including 22 PTO days, annual bonuses, and various insurance options.

Qualifications

• Minimum of 2 years of experience in public accounting.
• Prefer experience with Quality of Earnings (QoE) analysis.
• Ability to work in-person at the downtown Austin office.

Responsibilities

• Compiling and analyzing target company financial data.
• Participate in discussions with key executives.
• Document findings clearly.

Skills

Microsoft Excel skills

Strong written and verbal communication skills

Project management aptitude

M&A transactions experience

Quality of Earnings analysis

Education

CPA, CFA, or eligibility to sit for CPA or CFA exam

Job description

Transaction Advisory Associate (In-Person)
Department: Transaction Advisory Services
Location: Downtown Austin

Maxwell Locke & Ritter LLP provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

What You’ll Be Doing

As a transaction advisory associate, you will be a key member of buy‑side and sell‑side deal teams, utilizing your Microsoft Excel skills to compile and analyze target company financial data. You will participate in discussions with key executives and decision makers and help identify potential issues important to our clients’s investment decisions. Professional writing skills and the ability to clearly document findings are vital to your success in this role. This Austin‑based, in‑office position presents a unique opportunity for accelerated professional development in a team‑oriented group with no travel expectations.

What We’re Looking For:

• Minimum of 2 years of experience in public accounting (preferably Big 4, national, regional or large local firm)
• Experience with quality of earnings (QoE) analysis preferred
• CPA, CFA, or eligible to sit for CPA or CFA exam
• Ability to work in‑person at our downtown Austin office
• Strong Excel skills
• Highly motivated team player
• Strong written and verbal communication skills
• Aptitude for project management
• Exposure or some experience with M&A transactions and Quality of Earnings reports
• Experience with recurring revenue software companies preferred

What We Offer:

• PTO: 22 days (increases with firm tenure) plus 8 paid holidays and 2 floating holidays
• Paid parental leave and paid bereavement leave
• Annual bonus through profit‑sharing plan
• 401(k) plan including profit‑sharing contribution
• Insurance: medical insurance (cafeteria plan including medical and dependent care flexible spending accounts), dental insurance, vision insurance, term‑life and accidental death and dismemberment insurance, short‑term disability, long‑term disability
• Employee assistance program
• Continuing professional education
• Hybrid, flexible scheduling
• Many more perks and benefits

Employees must work a minimum of 30 hours a week to be eligible for the following benefits: Medical, Dental, Vision, Health Savings Account, Limited Purpose Medical Flexible Spending Account, Full Medical Flexible Spending Account, and Dependent Care Flexible Spending Account, Term Life and AD&D, Long‑term Disability and Employee Assistance Program.