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Transaction Advisory Senior Associate
Job in
Lincolnshire, Lake County, Illinois, 60069, USA
Listed on 2026-04-26
Listing for:
Mowery & Schoenfeld Llc
Full Time
position Listed on 2026-04-26
Job specializations:
-
Accounting
Accounting & Finance, Financial Analyst -
Finance & Banking
Accounting & Finance, Financial Analyst
Job Description & How to Apply Below
The TAS Senior Associate will be responsible for conducting financial due diligence on buy-side and sell-side transactions as well as search funds. A successful candidate will communicate effectively with clients, target company management, investment bankers, and other client advisors on a transaction. Additionally, someone who has a strong understanding of GAAP as well as an ability to problem solve and see the whole picture of an engagement.
We are seeking an individual who is always expanding their knowledge, entrepreneurial, and a team player with the following qualifications:
- Bachelor's degree in Accounting, Finance or other relevant discipline
- 3+ years of relevant work experience at a senior level in accounting or finance, preferably experience in audit or advisory with a public accounting firm
- Variety of experience seeing accounting engagements from start to finish
- CPA Certification (obtained or in progress required)
- CFA or CMA designation is a plus
- A basic understanding of the M&A process with a desire to learn more
- Strong written communication ability
- Excel and PowerPoint proficiency
- Ability to work independently
We take culture seriously by providing a supportive environment focused on growth. Our Firm has been named a Best Firms to Work For by Accounting Today, a Best Firms for Women by Accounting Today, and a Best Place to Work in Chicago by Crain's Chicago Business. Mowery & Schoenfeld offers comprehensive tax, assurance, transaction advisory, outsourced accounting, wealth management, international onboarding, business advisory services, as well as managed IT services through our partnership with Xamin, Inc.
Through our M&S Cares program, we prioritize giving back and provide opportunities for our team to support our larger community. We are grateful to be recognized with the Illinois CPA Society's Time and Talent Public Service Volunteerism Award, awarded to only one firm each year.
We are always looking for employees with a focus on growth, community, and superior client service to join our team.
Mowery & Schoenfeld is an equal opportunity employer. We do not discriminate against any employee or job applicant because of race, color, religion, national origin, sex, physical or mental disability, or age.
For more information on our benefits, :
Position Requirements
10+ Years
work experience
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