Senior Associate, Transaction Advisory Services (TAS)

Trout CPA • Radnor, PA

1h

About The Position

Trout CPA is a regional accounting firm in Pennsylvania with a fast-growing, boutique Transaction Advisory Services practice. The practice provides corporate and private equity clients with buy-side and sell-side M&A advisory services, including financial due diligence (Quality of Earnings), net working capital analysis, pre-transaction preparation engagements, purchase agreement consulting, and post-acquisition assistance. The Senior Associate takes primary responsibility for executing Quality of Earnings engagements from end to end, prepares comprehensive databooks and reports, participates in diligence calls, and reviews work performed by junior associates.

Requirements

• Bachelor’s degree in accounting or finance.
• CPA designation or in-process CPA designation.
• At least 4 years of total experience in public accounting, including at least 1 year of specific Transaction Advisory Services experience.
• Deep proficiency in US GAAP.
• Ability to manage multiple tasks and meet unpredictable deadlines.
• Strong Excel skills and ability to work with large data sets, including common formulas such as VLOOKUP, SUMIF, INDEX-MATCH, and pivot tables.
• Proficiency in PowerPoint.
• Comfort navigating inconsistent accounting records and identifying material issues common on lower middle market deals.
• High attention to detail.

Responsibilities

• Prepare comprehensive Quality of Earnings databooks and reports.
• Concurrently execute multiple projects of varying size and complexity.
• Participate in diligence calls with clients and targets.
• Research GAAP treatment and application to present accounting adjustments in the Quality of Earnings.
• Take primary responsibility for executing Quality of Earnings engagements from end to end.
• Review work performed by junior associates.
• Communicate regularly with the internal team about engagement matters, including status updates and request lists.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior