Senior ESOP Transaction Consultant; CPA)
Listed on 2026-10-06
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Finance & Banking
Financial Advisor / Consultant, Financial Analyst, Accounting & Finance
ESOP Partners, Inc. is seeking an ESOP Transaction Consultant to lead feasibility-to-transaction conversions in a senior, client-facing role. You will present financial models, advise on ESOP structure, and drive client commitment to proceed with transactions. Travel to clients for in-person presentations may be needed.
Located in Appleton, WI, this full-time exempt position emphasizes ownership of client experience and collaboration with valuation, tax, and administration teams.
We have an opening for a Senior ESOP Transaction Consultant (CPA) in Appleton, WI, United States within Sales.
Full responsibilities and requirements are described in the listing above.
Learn more about the Senior ESOP Transaction Consultant (CPA) role in the description above.
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