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Transaction Advisory Associate information

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$56K

$113.8K

$169.3K

How much do transaction advisory associate jobs pay per year?

As of Sep 4, 2026, the average yearly pay for transaction advisory associate in Florida is $113,839.00, according to ZipRecruiter salary data. Most workers in this role earn between $90,400.00 and $132,300.00 per year, depending on experience, location, and employer.

What is a transaction advisory associate?

Transaction Advisory Associates are professionals who assist clients in evaluating and executing business transactions, such as mergers, acquisitions, and divestitures. They conduct financial due diligence, analyze financial statements, assess risks and opportunities, and provide recommendations to help clients make informed decisions. These associates work closely with senior advisors and clients to ensure the transaction process is smooth and value is maximized. Their work is critical in identifying potential issues and ensuring the financial health of a transaction.

What types of projects does a transaction advisory associate work on, and how do they contribute to client engagements?

As a Transaction Advisory Associate, you can expect to be involved in projects such as financial due diligence for mergers and acquisitions, valuation analysis, and assisting clients with buy-side and sell-side transactions. Your role often includes analyzing financial statements, identifying key risks and opportunities, and preparing detailed reports for clients. You'll work closely with senior team members, clients, and other advisors (such as legal or tax professionals) to ensure all aspects of a transaction are thoroughly evaluated. This collaborative environment provides valuable exposure to complex deals and is an excellent foundation for career advancement within advisory or corporate finance.

What are the key skills and qualifications needed to thrive as a transaction advisory associate, and why are they important?

To thrive as a Transaction Advisory Associate, you need strong analytical skills, a solid understanding of accounting and finance principles, and typically a bachelor's degree in finance, accounting, or a related field. Familiarity with financial modeling, Excel, data analytics tools, and often a CPA or CFA certification are highly valued. Excellent communication, attention to detail, and the ability to work well under pressure are essential soft skills. These competencies ensure accurate due diligence, effective client communication, and successful deal execution in high-stakes transaction environments.

What is the difference between Transaction Advisory Associate vs Financial Analyst?

AspectTransaction Advisory AssociateFinancial Analyst
Required CredentialsBachelor's degree, CPA or CFA often preferredBachelor's degree in finance, accounting, or related field; CFA beneficial
Work EnvironmentConsulting firms, investment banks, or corporate finance teamsCorporations, investment firms, or financial services companies
Employer & Industry UsageUsed in M&A, due diligence, and transaction supportUsed in budgeting, forecasting, and financial analysis
Comparison IntentFocuses on transaction support and deal processesFocuses on financial data analysis and reporting

The Transaction Advisory Associate primarily supports mergers, acquisitions, and transaction processes, often working in consulting or investment banking environments. In contrast, a Financial Analyst concentrates on analyzing financial data, preparing reports, and supporting strategic decision-making within companies. While both roles require strong financial skills and similar credentials, their core functions and work settings differ significantly.

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

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

What are popular job titles related to Transaction Advisory Associate jobs in Florida?

For Transaction Advisory Associate jobs in Florida, the most frequently searched job titles are:

What job categories do people searching Transaction Advisory Associate jobs in Florida look for?

The top searched job categories for Transaction Advisory Associate jobs in Florida are:

What cities in Florida are hiring for Transaction Advisory Associate jobs?

Cities in Florida with the most Transaction Advisory Associate job openings:

Transaction Advisory Associate jobs near you
Infographic showing various Transaction Advisory Associate job openings in Florida as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 22% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $113,839 per year, or $54.7 per hour.

Transaction Advisory Services Manager - Tax

Ennis, Pellum & Assoc, CPAs

Jacksonville, FL • On-site

Full-time

Re-posted 22 days ago

Job description

Job Description:
We have an opportunity for a Transaction Advisory Services Manager - Tax to join our growing team. Our transaction advisory practice provides tax due diligence, deal structuring, and post-transaction tax planning for buy-side and sell-side M&A transactions serving private equity sponsors, family offices, strategic acquirers, and business owners across middle-market companies in a variety of industries. You will lead tax engagements, manage client relationships, and collaborate closely with attorneys, investment bankers, and deal teams to maximize post-transaction cash flows and deliver high-quality tax advisory services.
We are seeking candidates who are passionate about growing their career in transaction advisory services, thrive in a fast-paced deal environment, and who feel Ennis, Pellum is the right fit to be Your Partner For Success.
Responsibilities:
As Transaction Advisory Services Manager - Tax, you will lead tax due diligence engagements, advise on deal structure optimization, and provide post-transaction tax planning for M&A transactions. Consult with attorneys on proposed deal structures including purchase price allocations for asset deals. Review reps and warranties, rollover agreements, and operating agreements in rollover entities. Provide assistance with pre-sale restructuring and reorganization. Analyze tax-beneficial pre and post-sale elections and prepare after-tax cash flow analyses. Review installment arrangements and deferred tax considerations. Communicate regularly with deal teams throughout all phases of transactions. Ensure client satisfaction by providing quality, timely, and responsive services while adapting to tight deal timelines. Research complex tax issues in a transaction context, and foster a learning environment through servant leadership and knowledge sharing. This role may also involve supporting other tax and advisory engagements as needed.
Specific Requirements:
• 5+ years of transaction advisory, M&A tax, public accounting tax, or relevant corporate tax experience (M&A focus, corporate development)
• CPA license highly preferred
• Demonstrated experience with tax due diligence, deal structuring, and M&A transactions
• Strong technical knowledge of federal and state tax law, entity taxation (partnerships, S-corps, C-corps)
• Experience with tax structuring to maximize after-tax cash flows
• Ability to work independently and collaboratively with attorneys and deal teams
• Effective interpersonal skills, including strong written and verbal communication
• Proven analytical and problem-solving abilities
• Sound judgment and ability to make decisions effectively under tight deadlines
• Experience with AI tools and data analytics preferred
• Experience with Axcess Tax and ProSystemfx Engagement a plus
• Servant leadership mindset and commitment to team development
• Construction and contractor industry experience a plus

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