Transaction Advisory Senior Associate

Mowery-; Lincolnshire (IL); On-site; USD 85,000 - 120,000; Full time

Job summary

Mowery & Schoenfeld is seeking an ambitious TAS Senior Associate to perform financial due diligence on buy-side and sell-side transactions and search funds. S/he will collaborate with clients, target management, investment bankers and other advisers, bringing GAAP expertise and problem-solving to every engagement.

We seek an entrepreneurial, team-oriented professional with a background in public accounting or advisory and a drive to learn more about the transaction advisory space.

Qualifications

• Bachelor’s degree in Accounting, Finance or other relevant discipline.
• 3+ years of relevant work experience in accounting or finance, preferably audit or advisory.
• CPA Certification (obtained or in progress).
• CFA or CMA designation is a plus.
• Basic understanding of the M&A process with a desire to learn more.
• Strong written communication ability.
• Excel and PowerPoint proficiency.
• Ability to work independently.

Responsibilities

• Conduct financial due diligence on buy-side and sell-side transactions and search funds.
• Communicate effectively with clients, target company management, investment bankers, and other client advisors.
• Apply strong GAAP knowledge and problem solving to complete engagements.

Skills

3+ years experience

Strong written communication

Problem solving

Ability to work independently

Education

Bachelor’s degree in Accounting or Finance

Tools

Excel

PowerPoint

Job description

Mowery & Schoenfeld is seeking an ambitious and curious accounting professional with a drive to problem solve, ongoing learning, and exemplary client service. Do you consider yourself to have an entrepreneurial mindset? Do you have a mix of public and corporate accounting experience and have an interest in the transaction advisory space?

The TAS Senior Associate will be responsible for conducting financial due diligence on buy-side and sell-side transactions as well as search funds. A successful candidate will communicate effectively with clients, target company management, investment bankers, and other client advisors on a transaction. Additionally, someone who has a strong understanding of GAAP as well as an ability to problem solve and see the whole picture of an engagement.

We are seeking an individual who is always expanding their knowledge, entrepreneurial, and a team player with the following qualifications:

• Bachelor’s degree in Accounting, Finance or other relevant discipline

  • 3+ years of relevant work experience at a senior level in accounting or finance, preferably experience in audit or advisory with a public accounting firm

  • Variety of experience seeing accounting engagements from start to finish

• CPA Certification (obtained or in progress required)

• CFA or CMA designation is a plus

• A basic understanding of the M&A process with a desire to learn more

• Strong written communication ability

• Excel and PowerPoint proficiency

• Ability to work independently

Join a Firm That Expects More — and Gives More

We’re building a firm of people who take pride in doing things the right way.

We’re looking for individuals who are:

Intellectually curious – You think critically, ask better questions, and don’t settle for surface-level answers.

Hardworking – You bring determination and follow-through, especially when it matters most.

Personable – You build trust naturally—with clients and teammates alike.

Driven – You care about growth, accountability, and becoming exceptional at your craft.

Client Service Oriented – You understand that responsiveness, quality, and relationships are what define great firms.

What Makes Us Different

We believe our people want:

Meaningful client relationships – not just compliance work

A team of high performers – not passengers

Clear expectations and accountability – not ambiguity

Opportunities to grow into leaders – not static roles

A voice in shaping the firm’s future – not just executing tasks

Who Will Thrive Here

You’ll do well here if you:

Take initiative without waiting to be asked

Care about the details and the bigger picture

Communicate clearly and confidently

Are career driven and motivated

Want to be part of a team that pushes each other to be better

Mowery & Schoenfeld, LLC is an accounting and advisory services firm headquartered in Lincolnshire, Illinois, with satellite offices in the Chicago Loop, Downtown Miami, and the Philippines. Our organization is focused on providing personalized service to each client, building a lasting and trusted relationship. Made up of 20 partners and over 200 total employees, Mowery & Schoenfeld ranks among the top ten firms in Illinois and recently named one of the largest accounting firms in Chicago by Crain’s Chicago Business.

We take culture seriously by providing a supportive environment focused on growth. Our Firm has been named a Best Firms to Work For by Accounting Today, a Best Firms for Women by Accounting Today, and a Best Place to Work in Chicago by Crain’s Chicago Business. Mowery & Schoenfeld offers comprehensive tax, assurance, transaction advisory, outsourced accounting, wealth management, international tax, and business advisory services.

Through our M&S Cares program, we prioritize giving back and provide opportunities for our team to support our larger community. We are grateful to be recognized with the Illinois CPA Society's Time and Talent Public Service Volunteerism Award, awarded to only one firm each year.

We are always looking for employees with a focus on growth, community, and superior client service to join our team.

Mowery & Schoenfeld is an equal opportunity employer. We do not discriminate against any employee or job applicant because of race, color, religion, national origin, sex, physical or mental disability, or age.