Senior Associate - Transaction Advisory Services
Tanner LLC, Salt Lake City, UT, United States
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.
Ideal Candidate 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
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.
Benefits
The best training through Tanner LLC, Allinial Global, and other quality providers
Open PTO policy, paid holidays, and a company‑wide shutdown between the week of Christmas and New Year’s 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
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Ideal Candidate 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
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.
Benefits
The best training through Tanner LLC, Allinial Global, and other quality providers
Open PTO policy, paid holidays, and a company‑wide shutdown between the week of Christmas and New Year’s 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
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