Transaction Advisory Senior Associate
Lincolnshire, IL - USA
Job Summary
Mowery & Schoenfeld is seeking an ambitious and curious accounting professional with a drive to problem solve ongoing learning and exemplary client service. Do you consider yourself to have an entrepreneurial mindset Do you have a mix of public and corporate accounting experience and have an 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 seeking an individual who is always expanding their knowledge entrepreneurial and a team player with the following qualifications:
Bachelors 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
Join a Firm That Expects More and Gives More
Were building a firm of people who take pride in doing things the right way.
Were looking for individuals who are:
Intellectually curious You think critically ask better questions and dont settle for surface-level answers.
Hardworking You bring determination and follow-through especially when it matters most.
Personable You build trust naturallywith clients and teammates alike.
Driven You care about growth accountability and becoming exceptional at your craft.
Client Service Oriented You understand that responsiveness quality and relationships are what define great firms.
What Makes Us Different
We believe our people want:
Meaningful client relationships not just compliance work
A team of high performers not passengers
Clear expectations and accountability not ambiguity
Opportunities to grow into leaders not static roles
A voice in shaping the firms future not just executing tasks
Were intentional about building a culture where performance matters collaboration is real and people take ownership.
Who Will Thrive Here
Youll do well here if you:
Take initiative without waiting to be asked
Care about the details and the bigger picture
Communicate clearly and confidently
Are career driven and motivated
Want to be part of a team that pushes each other to be better
Mowery & Schoenfeld LLC is an accounting and advisory 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. Made up of 20 partners and over 200 total employees Mowery & Schoenfeld ranks among the top ten firms in Illinois and recently named one of the largest accounting firms in Chicago by Crains Chicago Business.
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 Crains Chicago Business. Mowery & Schoenfeld offers comprehensive tax assurance transaction advisory outsourced accounting wealth management international tax and business advisory services.
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 Societys 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 click here:
Required Experience:
Senior IC