Senior Associate - Transaction Advisory Services
Tanner, 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 Candidates
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. 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
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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 Candidates
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. 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
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