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Remote Transaction Advisory Jobs in California (NOW HIRING)

Tax Alchemy

Tax Pro

Irvine, CA · On-site +1

$75K - $100K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Tax Advisory Employment Type: Full Time Location: Remote Compensation: $75,000 - $100,000 / year ... Work with clients to understand their business objectives, major transactions, investment goals ...

Tax Alchemy

Senior Tax Strategist

Irvine, CA · On-site +1

$120K - $140K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Tax Advisory Employment Type: Full Time Location: Remote Compensation: $120,000 - $140,000 / year ... transactions, entity restructuring, and specialized planning strategies * Collaborate with ...

Wipfli Advisory LLC

Audit Manager, Health Care Industry

Irvine, CA · Remote

$97K - $150K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Research and communicate guidance on complex accounting matters and transactions * Assist clients ... Visit her LinkedIn page to connect! #LI-Remote #LI-KK1 Wipfli is an equal opportunity/affirmative ...

GHJ

Senior Business Manager

Los Angeles, CA · On-site +1

$170K - $190K/yr

GHJ's relationship with our Global Advisory and Accounting Network provides the resources needed to ... This role is 100% remote eligible, though candidates must reside in California. Key ...

Tax Alchemy

Tax Pro

Irvine, CA · On-site +1

$75K - $100K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The position will work with other members of the Tax Advisory team, under the direction and ... Work with clients to understand their business objectives, major transactions, investment goals ...

BPM LLP

Tax Director - Digital Assets/Cryptocurrency

San Jose, CA · On-site +1

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Our team blends tax, accounting, advisory, operational, and industry expertise to support companies ... Champion sustainable workplace practices by supporting remote-first operations, promoting paperless ...

Tax Alchemy

Senior Tax Strategist

Irvine, CA · On-site +1

$120K - $140K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Senior Tax Strategist will lead a Tax Advisory pod, under the direction and supervision of the ... Remote work * Medical, dental, vision, life, and voluntary life insurance * 401(k) with company ...

Steer

AVP, Traffic & Revenue Forecasting

Los Angeles, CA · On-site +1

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

This role is open to applications near Steer's offices, and remote in USA & Canada. What You'll ... transactions globally and has a strong reputation in providing Traffic and Revenue (T&R) services ...

Novoco

LIHTC Development Consultant

San Francisco, CA · On-site +1

$137K - $184K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Financial Modeling & Transaction Support * Review and evaluate sources and uses, credit ... Relationship management and advisory skills with the ability to collaborate effectively with ...

Novoco

LIHTC Development Consultant

Long Beach, CA · On-site +1

$113K - $153K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Financial Modeling & Transaction Support * Review and evaluate sources and uses, credit ... Relationship management and advisory skills with the ability to collaborate effectively with ...

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Showing results 21-40

All JobsTransaction Advisory JobsRemote Transaction Advisory JobsRemote Transaction Advisory Jobs in California

Remote Transaction Advisory information

What are the most common challenges faced by professionals in remote transaction advisory roles, and how can they be addressed?

Professionals in remote transaction advisory often face challenges such as coordinating with cross-functional teams across different time zones, ensuring clear communication with clients, and maintaining data security when handling sensitive information. To address these challenges, it's important to leverage secure collaboration tools, establish regular virtual check-ins, and set clear expectations with both clients and team members. Proactively managing communication and staying organized can help maintain productivity and ensure smooth transaction processes, even when working remotely.

What are the key skills and qualifications needed to thrive as a remote transaction advisory professional?

To thrive as a Remote Transaction Advisory professional, you need strong financial analysis, due diligence, and accounting expertise, typically supported by a degree in finance or accounting and relevant certifications such as CPA or CFA. Familiarity with financial modeling tools, ERP systems, and data analysis software like Excel, Tableau, or Power BI is essential. Exceptional communication, time management, and problem-solving skills help you stand out in collaborating with clients and teams virtually. These skills are crucial for delivering accurate, timely, and actionable advice that drives successful transactions in a remote environment.

What is the difference between Remote Transaction Advisory vs Remote Due Diligence Specialist?

AspectRemote Transaction AdvisoryRemote Due Diligence Specialist
CertificationsCPA, CFA, or equivalentCPA, CFA, or equivalent
Work EnvironmentConsulting firms, corporate finance teamsFinancial services, consulting firms
Industry UsageInvestment banking, M&A, corporate financeInvestment analysis, risk assessment
Search IntentAdvisory on transactions, deal supportEvaluating target companies, risk due diligence

Remote Transaction Advisory and Remote Due Diligence Specialist roles share similar credentials and industry settings. However, Transaction Advisory focuses on providing strategic advice during mergers, acquisitions, and financial transactions, while Due Diligence Specialists primarily evaluate target companies' financial health and risks. Both roles are essential in the deal process but serve different functions within the transaction lifecycle.

What is remote transaction advisory?

Remote transaction advisory refers to providing expert advice and support for business transactions, such as mergers, acquisitions, or financial restructuring, from a location outside the client’s office—usually via digital communication tools. Professionals in this field help clients analyze, structure, and execute deals while ensuring compliance with legal and financial regulations. Working remotely allows for greater flexibility and access to a global client base, using technology to facilitate collaboration and document sharing.

What are the most commonly searched types of Transaction Advisory jobs in California?

The most popular types of Transaction Advisory jobs in California are:

What are popular job titles related to Remote Transaction Advisory jobs in California?

For Remote Transaction Advisory jobs in California, the most frequently searched job titles are:

What job categories do people searching Remote Transaction Advisory jobs in California look for?

The top searched job categories for Remote Transaction Advisory jobs in California are:

What cities in California are hiring for Remote Transaction Advisory jobs?

Cities in California with the most Remote Transaction Advisory job openings:

Remote Transaction Advisory jobs near you
Infographic showing various Remote Transaction Advisory job openings in California as of August 2026, with employment types broken down into 79% Full Time, 9% Part Time, and 12% Contract. Highlights an 100% Remote job distribution.

Investment Banking Expert - M&A Specialist

Mercor

San Francisco, CA • On-site, Remote

$90 - $100/hr

Full-time

Posted 3 days ago

New

Job description

About the job

Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey.

Position: Investment Banking Expert
Type: Contract
Compensation: $90–$100/hour
Location: Remote

Role Responsibilities

  • Construct enterprise investment banking scenarios for $1B+ M&A transactions, multi-stakeholder deal committees, and complex capital markets or regulatory review cycles.
  • Build tasks across M&A advisory, equity and debt capital markets, leveraged finance, valuation and financial modeling, and pitch/deal execution.
  • Develop deal execution scenarios using tools like Bloomberg, Capital IQ, FactSet, and enterprise financial modeling and deal-management platforms.
  • Apply enterprise investment banking methodologies such as DCF, comparable company/precedent transaction analysis, LBO modeling, and fairness opinion standards to produce reference pitch books, valuation models, and executive/board-level deal narratives.
  • Author rubrics that distinguish authentic investment banking judgment from generic textbook or interview-prep-level recall.

Qualifications

Must-Have

  • 5+ years working in M&A advisory, capital markets, or leveraged finance at a bulge-bracket bank, elite boutique, or major financial institution (e.g., Goldman Sachs, Morgan Stanley, JPMorgan, Evercore, Lazard).
  • Direct ownership of F500-scale deal execution, capital raises, or advisory mandates.
  • Fluency in investment banking tooling, valuation methodologies, and deal-process mechanics, plus understanding of how F500 board approvals, regulatory review (SEC, antitrust), and legal/due diligence processes work.

Preferred

  • Prior rubric, financial-modeling curriculum, or pitch book/deal documentation authorship.

Application Process (Takes 20–30 mins to complete)

  • Upload resume
  • AI interview based on your resume
  • Submit form

Resources & Support

  • For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome
  • For any help or support, reach out to: support@mercor.com

PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.