Transaction Advisory Services Associate
$70k - $95kMUN CPAs
Transaction Advisory Services Associate
Location: Denver, CO; Minneapolis, MN; Seattle, WA; Cleveland, OH; or Forth Worth, TX
Work Arrangement: In-office or Hybrid
A typical day as a Transaction Advisory Services Associate might include:
- Conduct company-specific due diligence efforts as our clients are looking at growing through acquisitions.
- Assist in preparation of financial models, due diligence and other materials used in presentations and as support for a deal.
- Assist in standardizing models, processes and procedures.
- Interact with clients and target companies explaining accounting, finance, tax, and operational risks and opportunities identified in diligence.
- Determine the scope of the next project.
Who You Are
- You have a Bachelor's degree in Accounting, Finance or Economics.
- You have 1+ year of experience in accounting or transaction advisory.
- You are inquisitive and have an ability to work through complex accounting and operational topics impacting business.
- You demonstrate a commitment to exceptional client service.
- You can see the big picture and have a keen ability to perform analytics and see opportunities in the details.
- You have knowledge in auditing financial statements and transaction services
- You have an aptitude to be very flexible and are willing to travel.
- You are able to manage multiple projects and ensure timely delivery and quality work.
Must be authorized to work in the United States now or in the future without visa sponsorship.
Making an Impact Together
People join Eide Bailly for the opportunities and stay because of the culture. At Eide Bailly, we've built a collaborative workplace based on integrity, authenticity, and support for one another. You'll find opportunities for education and career growth, a team dedicated to your success, and benefits that put your family's needs first. Hear what our employees have to say about working at Eide Bailly.
Compensation: $70,000-$95,000
Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity.
Benefits
Beyond base compensation, Eide Bailly provides benefits such as: generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program.
Eide Bailly LLP is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws.
MUN CPAs$95k - $125k
...Transaction Advisory Services Senior Associate Location: Denver, CO; Minneapolis, MN; Seattle, WA; Cleveland, OH; or Fort Worth, TX Work Arrangement: In-office or Hybrid A Day in the Life A typical day as a Transaction Advisory Services Senior Associate might...SuggestedWork at officeLocal areaVisa sponsorship$190k - $300k
...timePosted: 2026-10-28Grant Thornton is seeking an Advisory Director Client Relationship Executive - Transactions to join the team. Approved office locations can... ...(not just scopes and hours) Position GT's full-service Advisory approach — uniting data-driven insights,...SuggestedInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week- ...Accounting Search, LLC is partnering with a highly respected regional CPA firm in Northeast Ohio to identify an experienced Transaction Advisory Services Manager to join its growing team.This is an opportunity to work on meaningful buy-side and sell-side financial due...SuggestedFull timeTemporary workWork at officeRemote work
- ...OVERVIEW: The primary function of the Client Service Associate is to support designated Relationship... ...accounts. Duties may include daily transaction processing, securities transfers, cash... ...Develop a strong knowledge of Wealth Advisory functions, policies, procedures and...SuggestedWork at office3 days per week
$110.7k - $226.13k
...Deloitte Tax LLP's Global Employer Services practice as a Tax Manager,... ..., or stock administration advisory services Experience in a... ...withholding, and participant transactions Experience designing or improving... ...geographic differential associated with the location at which...SuggestedWork at officeLocal areaVisa sponsorship2 days per week3 days per week- ...Client Service Associate Wealth Management Location: Pepper Pike, Ohio Full-Time | In-Office... ..., distributions, and other account transactions Maintain accurate and complete client... ...direct impact on both clients and the advisory team. If you enjoy being the person...Full timeWork at office
- ...for your future. Position Title:Client Services Associate Business Unit:Multiple Reports to:... ...This position is a key role within the Advisory Businesses, either for Private Banking... ...documentation. Performs front office transaction processing, research and maintenance for...Work at office
$70k - $150k
What You'll DoAs a Senior or Manager on our Transaction Services (TS) team, you'll play a key role in executing and leading financial due diligence... ...guidance.Provide technical coaching and feedback to associates (Managers also coach senior associates).Identify...Full timeContract work- ...: CBZ) is a leading professional services advisor to middle-market businesses... ...expertise in accounting, tax, advisory, benefits, insurance, and technology... ...complex accounting transactions and document conclusions associated with the control risk of the transactionsSupervise...Work at office
- ...Service Associate Service Associates perform operational support and oversight on behalf of the Market as well as general management support... ...as check deposits, issuing checks and cash and securities transaction approvals Assist with processing of trade adjustments and...Work at officeRemote workHome officeNight shift
$168k - $197k
...CFO Advisory Services - Senior Manager Cleveland, OH Pay: $168,000 $197,000 + bonus potential Join a well-respected regional CPA and... ...controller engagements - Drive forecasting, KPI dashboards and transaction support - Build and develop a high-performing advisory...Summer workFlexible hours$74.55k - $147k
...GES Experienced Senior Associate The GES Experienced Senior Associate is responsible for... ..." guidelines published by investor advisory groups as background for providing clients... ...required Master's degree in Business Services, Human Resources or other relevant field...Work experience placementWork at office- ...Improves the efficiency and delivery of services to clients by planning, scheduling, and... .... Coordinate the tracking of office transactions (listings, sales/leases, expenses, client... ...to perform essential functions. Associates degree (A.A.) preferred. Experience providing...Currently hiringWork at officeVisa sponsorship
- ...license (or in progress), and strong knowledge of taxation. You will prepare tax returns, mentor junior staff, and contribute to advisory projects.This role offers increased autonomy and is ideal for a Senior Associate or emerging Manager. #J-18808-Ljbffr Sage Solutions
- ...Service Attendant - Parkhurst Dining Are you looking for a values-driven environment with opportunities to learn and grow? Do... ...keeping in close communication with management. Handle all POS transactions ethically and according to company policies, including all...Local areaImmediate startNight shift
- Accenture is a global professional services company with leading capabilities in digital,... ...for Intelligent Infrastructure Services Advisory to lead large-scale technology transformation... ...(minimum 12 years) work experience. (If Associate’s Degree, must have minimum 6 years work...Work experience placementLive inWork at officeLocal area
- ...Business Process Audit Manager The Risk & Advisory Services group offers consulting, outsourcing and co-sourcing services... ...and governance ~ Research complex accounting transactions and document conclusions associated with the control risk of the transactions ~...Work at office
$52.5k - $87.5k
...opportunity to contribute to the company’s success. As a Client Service Associate within PNC's Private Bank organization, you will be based... ...and flawless execution on client requests, inquiries and transactions such as money movement, demographic update, beneficiary...Full timeTemporary workPart timeWork experience placementWork at office- First National Bank in Cleveland, OH is seeking a Client Services Associate to support existing high net worth clients and assist with onboarding... ..., prepare reports for meetings, process front-office transactions, and coordinate with other departments to resolve issues...
$70k - $80k
...Client Service Associate Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning... ...requests, beneficiary updates, and other client service transactions Support client onboarding activities, ensuring all...Permanent employmentWork at officeLocal areaRemote work2 days per week1 day per week$14 - $16 per hour
...Hand and Stone Spa Associates At Hand & Stone Massage and Facial Spas, our vision is simple: to make each visit the best hour of our... ...workers, and the community, our Spa Associates ensure that each service is memorable and exceptional. Their commitment to excellence...Hourly payFull timePart timeFlexible hoursShift work- ...Account Management team and Residential Services where you will have the opportunity to lead... ...Services.As the Service Account Lead Associate Director - Residential Offering Lead, you... ...Expert (SME) with influencing and advisory skills, engaging with multiple teams and...Live inWork at officeLocal area
- ...Our client is a growing financial services organization expanding its commitment to... ...retirement education, and develop a long-term advisory practice without relying on traditional... ...long-term relationships over immediate transactions. Entrepreneurial initiative, strong...Local areaImmediate start
- ...whether shaped by military service, community college education... ...and assist with conducting transactions through self-service resources... ...Degree or business-relevant Associate's Degree such as business management... ...Management Client Solutions Advisory Relationship Building...Work at officeFlexible hoursShift workWeekend workDay shift
- ...fiduciary capabilities, client-service capacity, planning strengths... ...Mentor Wealth Advisors, Associate Wealth Advisors, and other client... ...in wealth management, RIA advisory work, financial planning,... ...manner rather than through transactional sales tactics. Credible with...Temporary workWork at officeLocal area
$20 - $30 per hour
...Service Advisor The mission of the Service Department is to deliver highly efficient and elevated Service Counter experiences.... ...exceeding their expectations. Along with your team, you will process transactions, manage client services, and uphold exceptional organization...Hourly pay- ...such as check deposits, issuing checks and cash and securities transaction approvals Assist with processing of trade adjustments and... ...actionable items upon review of delegated reports and requests to meet service level expectations in a timely manner Support the Service and...Work at officeRemote workHome officeNight shift
$105.4k - $207.8k
..., M&A Team Our Deloitte Strategy & Transactions team helps guide clients through their... ...comprehensive end-to-end support and advisory services, covering areas such as valuation modeling... ...applicable geographic differential associated with the location at which the position...Visa sponsorship- We are: The Solution Advisory team is Accenture’s sales enablement specialty function, supporting... ...(minimum 12 years) work experience. (If Associate’s Degree, must have minimum 6 years work... ...in management consulting, professional services, or a corporate finance function, with...Work experience placementLive inWork at officeLocal area
$20.46 per hour
...initiative to deliver a wide range of services that guide guests through their entire... ...area, the Guest Experience Expert makes transactions feel like part of the experience.No matter... ...where the unique backgrounds of our associates are valued and celebrated. Our greatest...Part timeWork experience placementLocal areaWorldwideFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Transaction Advisory Services Associate. Be the first to apply!
- community services specialist Cleveland, OH
- staff services manager Cleveland, OH
- honda service advisor Cleveland, OH
- part time service advisor Cleveland, OH
- court services officer Cleveland, OH
- guest services associate Cleveland, OH
- salesforce service cloud consultant Cleveland, OH
- human services specialist Cleveland, OH
- experienced service advisor Cleveland, OH
- environmental service worker Cleveland, OH



