Summer 2027 Financial Analyst (Class of 2028), Transaction Advisory Services – M&A Tax – Multiple Locations

Houlihan Lokey • Dallas, TX

4d • $70,000 - $115,000

About The Position

Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm’s commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG. Over the past 50 years, Houlihan Lokey has established one of the largest worldwide financial and valuation advisory practices. Our transaction expertise and leadership in the field of valuation inspire confidence in the financial executives, boards of directors, special committees, retained counsel, investors, and business owners we serve. In 2024, LSEG ranked us the No. 1 Global M&A fairness opinion advisor over the past 20 years. Our stability, integrity, technical leadership, and global capabilities make us a trusted advisor for clients worldwide, across a wide range of services, including the Transaction Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation and Fund Advisory Services, Real Estate Valuation and Advisory Services, and Dispute Resolution Consulting practices. Our national team of M&A Tax professionals brings a significant breadth of tax expertise from Big 4 accounting firms, law firms, and leading asset management and private equity companies. We work with clients on transactions that cover the entire range of a business evolution – from founders undertaking their first recapitalization to secondary market transactions to public listings. We offer an entrepreneurial platform where we challenge our professionals to innovate tools and deliverables that fit client and industry needs and take them to the market. We help our clients: Navigate tax challenges and capture tax opportunities inherent in the entire transaction lifecycle Increase value through thoughtful, tax-advantaged transaction structuring as well as through identification and mitigation of relevant historical and projected tax risks

Requirements

• Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
• Accounting majors - Master or Bachelor of Accountancy (or dual accounting and finance majors) with a final graduation date between December 2027 and June 2028
• Coursework in accounting and finance, MUST BE eligible for CPA licensure upon graduation

Nice To Haves

• Strong analytical abilities and financial and computer skills (Excel / PowerPoint in particular)
• Excellent verbal and written communication skills
• A demonstrated ability to work cooperatively and be a team player
• Basic knowledge of US Generally Accepted Accounting Principles

Responsibilities

• Participate in buy-side and sell-side M&A tax due diligence engagements
• Collaborate with our financial and tax transaction advisory teams to perform tax structuring and modeling in connection with midmarket transactions
• Research tax issues as needed to deliver technical tax and accounting analysis in conjunction with transaction structuring and post-close compliance
• Build industry skills and qualifications
• Support group strategy, thought leadership, marketing, and client development efforts

What This Job Offers

• Career Level: Intern
• Number of Employees: 1,001-5,000 employees