Senior Transaction Advisory Specialist

1 week ago


Lincolnshire, Illinois, United States Mowery & Schoenfeld Full time

**About Us**

Mowery & Schoenfeld is a respected accounting and advisory firm with a strong presence in the Chicago area, offering personalized services to clients across various industries. Our team of experts provides comprehensive tax, assurance, transaction advisory, outsourced accounting, wealth management, international onboarding, business advisory services, and managed IT solutions.

**Job Description**

We are seeking an ambitious and curious accounting professional with a drive to problem solve, ongoing learning, and exemplary client service. The ideal candidate will have a mix of public and corporate accounting experience and a keen interest in the transaction advisory space.

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 looking for an individual who is always expanding their knowledge, entrepreneurial, and a team player.

Required Skills and 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
  • 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 remotely and independently

Benefits:

  • A competitive salary range of $80,000 - $120,000 per annum, depending on experience
  • A supportive environment focused on growth and development
  • Ongoing training and education opportunities
  • Comprehensive benefits package including health insurance, retirement plan, and paid time off
  • Opportunities to contribute to our M&S Cares program and give back to the community

About Mowery & Schoenfeld:

Mowery & Schoenfeld, LLC is an accounting, advisory, and IT services firm headquartered in Lincolnshire, Illinois, with satellite offices in the Chicago Loop, Downtown Miami, and the Philippines. Our organization is focused on providing personalized service to each client, building a lasting and trusted relationship.



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