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Senior Associate, Transaction Advisory Services (TAS)

Job Description - Senior Associate, Transaction Advisory Services (TAS)


Trout CPA is a regional accounting firm in Pennsylvania with a fast-growing, boutique Transaction Advisory Services practice providing corporate and private equity clients with buy-side and sell-side M&A advisory services. These services include financial due diligence (Quality of Earnings), net working capital analysis, pre-transaction preparation engagements, purchase agreement consulting, and post-acquisition assistance.

The successful candidate will:

  • Prepare comprehensive QoE databooks and reports
  • Concurrently execute multiple projects of varying size and complexity 
  • Participate in diligence calls with clients/targets
  • Research GAAP treatment and application to present accounting adjustments in the QoE
  • Take primary responsibility for execution of QoE engagements from end-to-end
  • Review work performed by junior associates
  • Communicate regularly with internal team regarding engagement matters (e.g. status updates, request lists, etc.)

Requirements

  • Bachelor’s Degree in accounting or finance
  • CPA designation (or in-process) required 
  • 4+ years of total experience in public accounting, with 1+ years of specific experience in TAS 
  • 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. Ability to use common formulas, such as: vlookup, sumif, index-match, pivot tables
  • Proficiency in PowerPoint
  • Comfortable navigating inconsistent accounting records and identifying material issues common on lower middle market deals
  • High attention to detail

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