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Transaction Advisory Associate (In-Person)

Maxwell Locke & RitterAustin, TX

Overview

Schedule
Full-time
Education
CPA
Career level
Senior-level
Remote
On-site
Benefits
Health Insurance
Dental Insurance
Vision Insurance

Job Description

Transaction Advisory Associate (In-Person)Department: Transaction Advisory ServicesLocation: Downtown AustinWho We AreMaxwell Locke & Ritter LLP is the largest locally owned accounting firm in the Greater Austin area. We’re known for offering exceptional work-life balance and for our dedication to our people, our clients, and our community. We are proud to have been included in Accounting Today’s "Best Accounting Firms to Work For" list for 13 consecutive years. In the past six years, we’ve earned the No. 1 ranking three times.What Sets Us ApartWe’re redefining what it means to work in public accounting by:
  • Instilling the belief that “No success at work is worth failure at home,” while recognizing everyone’s version of “home” is unique to them
  • Leaning on our core values and showing genuine care and concern for one another
  • Empowering our people to do what’s best for them, while providing exceptional client service
  • Cultivating an environment that allows our people to thrive personally
  • Investing in the professional growth of our people
Want to see it for yourself? Check out ourInstagram (@maxlocrit) and watch this video to learn about the employee experience at ML&R. 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 DoingAs 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’ 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
How You Can GrowUnlike traditional accounting firms, our people create their own personalized career paths, whether they are pursuing a path to partner or not. With dedicated advisors to guide you, we’ll assist you with finding a career path that works for you.We have a strong history of promoting within – 25 of 26 current partners were promoted to partner after demonstrated success at the firm. Regardless of your path, we provide tools to help you succeed.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.

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FAQs About Transaction Advisory Associate (In-Person) Jobs at Maxwell Locke & Ritter

What is the work location for this position at Maxwell Locke & Ritter?
This job at Maxwell Locke & Ritter is located in Austin, TX, 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 Maxwell Locke & Ritter?
Employer has not shared pay details for this role.
What employment applies to this position at Maxwell Locke & Ritter?
Maxwell Locke & Ritter lists this role as a Full-time position.
What experience level is required for this role at Maxwell Locke & Ritter?
Maxwell Locke & Ritter 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 Maxwell Locke & Ritter for this role?
Maxwell Locke & Ritter offers following benefits: Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Life Insurance, Paid Holidays, Paid Vacation, Parental and Family Leave, Career Development, 401k Matching/Retirement Savings, Tuition/Education Assistance, 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 Maxwell Locke & Ritter?
You can apply for this role at Maxwell Locke & Ritter 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.