Senior Associate - Transaction Advisory Services
TannerSalt Lake City, UT
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Overview
Schedule
Full-time
Education
CPA
Career level
Senior-level
Remote
On-site
Benefits
Health Insurance
Dental Insurance
Disability Insurance
Job Description
Tanner LLP, Utah’s largest public accounting firm and one of INSIDE Public Accounting’s Best of the Best Accounting firms, has recently been named as one of Accounting Today's Top Regional Leaders and Firms to watch for and top 100 firms in the US.Our stellar reputation in the marketplace for being value add strategic partners to the clients we serve has made us the firm of choice for Utah’s premier businesses. Our commitment to excellence, innovation, and client satisfaction has earned us a position of trust and respect within the industry.Our professionals choose to build careers at Tanner because they appreciate our growth mindset and share our values, Gratitude, Excellence in All We Do, and Personal Accountability. Firm leadership is down the hall, not across the country, creating a close-knit and collaborative work environment with curated paths for career advancement and opportunity. Our community of colleagues create an environment that can’t be matched. We are a public accounting firm characterized by our investment in our team – Voted #1 in Training multiple years running - and distinctive culture, which sets us apart and defines the experience for our professionals.Position SummaryAs 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.The ideal candidates will have the following 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
- 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.
- 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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FAQs About Senior Associate - Transaction Advisory Services Jobs at Tanner
What is the work location for this position at Tanner?
This job at Tanner is located in Salt Lake City, UT, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Tanner?
Employer has not shared pay details for this role.
What employment applies to this position at Tanner?
Tanner lists this role as a Full-time position.
What experience level is required for this role at Tanner?
Tanner is looking for a candidate with "Senior-level" experience level.
What education level is required for this job?
The education requirement for this position is CPA. Candidates with relevant qualifications or equivalent experience may also be considered.
What benefits are offered by Tanner for this role?
Tanner offers following benefits: Health Insurance, Dental Insurance, Disability Insurance, Life Insurance, Paid Holidays, Flexible/Unlimited PTO, Career Development, 401k Matching/Retirement Savings, and Health & Wellness Programs for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at Tanner?
You can apply for this role at Tanner either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.