Transaction Advisory Services (TAS) Senior Associate

About PKF O’Connor DaviesPKF O’Connor Davies is a top-ranked accounting, tax, and advisory firm with offices across the U.S. and internationally through our PKF global network. For over a century, we have built our reputation on deep industry expertise, a personalized approach, and a commitment to delivering real value to our clients.Our mission is to provide exceptional service while fostering long-term relationships built on trust and integrity. We serve a diverse client base across industries and sectors, helping organizations and individuals navigate complex challenges with confidence.At PKF O’Connor Davies, culture is at the heart of who we are. We believe our team members are our greatest asset, and we invest in their growth and success through mentorship, professional development, and continuous learning opportunities. Our goal is to foster a collaborative environment where diverse perspectives are valued, innovation is encouraged, and team members can make an impact. We are also committed to supporting work–life balance, offering flexibility and resources to help our team members grow their careers while maintaining fulfilling personal lives.If you are looking for a career where you can grow, contribute, and be part of a firm that values both excellence and community, PKF O’Connor Davies is the place for you!We are seeking a Senior Associate to join our growing Transaction Advisory Services (TAS) practice. The TAS Senior Associate plays a key role in supporting and executing financial due diligence engagements for mergers, acquisitions, divestitures, and other transaction-related matters. This role requires strong analytical skills, a solid accounting foundation, and the ability to manage multiple priorities while working closely with Managers and Partners.The Senior Associate is expected to be highly hands-on, client-facing, and increasingly responsible for reviewing junior staff work and contributing to engagement planning.Key ResponsibilitiesTransaction Execution & Analysis Perform buy-side and sell-side financial due diligence procedures Prepare Quality of Earnings (QoE), Net Working Capital, Cash Flow, and Debt-like Items analyses Analyze historical financial statements and identify key trends, risks, and transaction considerations Assist in drafting client-ready diligence reports and presentations Support purchase agreement considerations, including working capital targets and closing mechanismsEngagement & Client Management Support Managers and Supervisors with engagement execution, timelines, and deliverables Participate in client meetings and assist with presenting findings Coordinate data requests and manage data rooms Collaborate with investment bankers, legal teams, and internal tax professionalsSupervision & Development Guide and review work performed by Associates Provide coaching and on-the-job training to junior team members Ensure workpapers are complete, accurate, and properly documentedFirm & Practice SupportAssist with proposal preparation and business development effortsParticipate in recruiting, training, and internal initiativesStay current on accounting standards, transaction trends, and industry developmentsQualificationsMust be able to work in the office a minimum of 3 days per week. Bachelor's degree in Accounting, Business or Finance from an accredited college/university requiredCPA license required or in progress3-4 years of experience in transaction advisory, audit, or related financial advisory servicesExperience in a CPA firm or professional services environmentStrong knowledge of U.S. GAAP and financial statement analysisHands-on experience with QoE, working capital, and cash flow analysesProficient with MS Office Suite and data analytics toolsHands-on experience with buy-side and sell-side due diligenceExperience supporting M&A transactions a plusStrong project management and communication skillsAbility to balance multiple engagements and deadlinesDemonstrates strong initiative and the ability to adapt to new challenges and conceptsInterest in long-term growth within Transaction Advisory ServicesThis role requires flexibility to travel when business needs ariseCompensation & Benefits:The compensation for this position ranges from $85,000 - $115,00. Compensation will be dependent upon the specific role, office location as well as the individual’s qualifications, experience, skills, and certifications.At PKFOD, we value our team members and are committed to their success and well-being. As part of our comprehensive benefits and compensation package, we offer:Medical, Dental, and Vision plansBasic Life, AD&D, and Voluntary Life Insurance401(k) plan and Profit-Sharing programFlexible Spending & Health Saving accountsEmployee Assistance, Wellness, and Work-life programsCommuter & Parking benefits programsInclusive Parental Leave BenefitsGenerous Paid Time Off (PTO)Paid Firm HolidaysCommunity & Volunteering programsRecognition & Rewards programsTraining & Certification programsDiscretionary Performance BonusEligibility for benefits is determined based on position, hours worked, and other criteria. Specific details will be provided during the hiring process. Applicants must be currently authorized to work in the United States on a full-time basis. We are unable to provide visa sponsorship now or in the future.PKFOD is an equal opportunity employer. The Firm is committed to providing equal employment opportunity to all persons in connection with hiring, assignment, promotion, compensation or other conditions of the employment relationship regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, philosophy/religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation or belief, or any other status protected by federal, state or local law.To all staffing agencies: PKF O'Connor Davies, LLC (“PKFOD”) will not be utilizing agencies to staff this position. Please do not forward resumes to PKFOD partners and/or employees at any of our locations regarding this position. Any recruiter who would like to partner with PKFOD on other positions must have an updated contractual agreement with PKFOD through the Director of Talent Acquisition. Please be reminded, PKFOD is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of PKFOD.