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Transaction Advisory Associate information

See Utah salary details

$68.3K

$138.7K

$206.2K

How much do transaction advisory associate jobs pay per year?

As of Aug 15, 2026, the average yearly pay for transaction advisory associate in Utah is $138,682.00, according to ZipRecruiter salary data. Most workers in this role earn between $110,200.00 and $161,100.00 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 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 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 are the most commonly searched types of Transaction Advisory jobs in Utah?

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

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

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

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

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

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

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

Transaction Advisory Associate jobs near you

Senior Associate - Transaction Advisory Services

Tanner LLP

Salt Lake City, UT • On-site

Full-time

Medical, Dental, Life, Retirement, PTO

Re-posted 6 days ago

Job description

Tanner LLP, Utah’s largest public accounting firm and one of INSIDE Public Accounting’s Best of the Best Accounting firms, has recently been named as one of Accounting Today's Top Regional Leaders and Firms to watch for and top 100 firms in the US. Our stellar reputation in the marketplace for being value add strategic partners to the clients we serve has made us the firm of choice for Utah’s premier businesses. Our commitment to excellence, innovation, and client satisfaction has earned us a position of trust and respect within the industry.
 
Our professionals choose to build careers at Tanner because they appreciate our growth mindset and share our values, Gratitude, Excellence in All We Do, and Personal Accountability. Firm leadership is down the hall, not across the country, creating a close-knit and collaborative work environment with curated paths for career advancement and opportunity. Our community of colleagues create an environment that can’t be matched. We are a public accounting firm characterized by our investment in our team – Voted #1 in Training multiple years running - and distinctive culture, which sets us apart and defines the experience for our professionals.
Position Summary
As a Senior Associate on the TAS team, you will be primarily responsible for supporting and leading the preparation of Quality of Earnings reports for M&A transactions. This includes analyzing financial data, identifying key risks and adjustments, and helping clients understand normalized earnings and cash flow. You’ll work closely with managers, directors, and partners, and will have direct interaction with clients, target companies, and investors.
The ideal candidates will have the following qualities:
  • High integrity
  • Two to five years of experience in public accounting, transaction advisory, financial due diligence, or corporate finance
  • Bachelor’s and/or master’s degree in accounting, finance, or related field
  • Strong understanding of GAAP, financial statements, and key accounting concepts.
  • Prior experience preparing or supporting Quality of Earnings reports is strongly preferred
  • Ability to establish great working relationships with clients and colleagues
  • Demonstrated leadership and problem-solving skills
  • Ability to prioritize tasks, work on multiple assignments, and work under tight deadlines
  • Strong verbal and written communication skills
  • Ability to work both independently and as part of a team of professionals at all levels
  • Pursuing CPA or currently has CPA license

Professional responsibilities will include tasks such as the following:
  • Lead and support the preparation of Quality of Earnings (QoE) reports, including adjustments to EBITDA, revenue trends, working capital, and other key deal metrics.
  • Analyze historical and projected financial information to assess underlying earnings power and deal-related risks.
  • Conduct client and target interviews to gather relevant data and validate findings.
  • Develop financial exhibits and write clear, concise, and client-ready reports.
  • Present findings to clients and help them evaluate potential deal implications.
  • Manage multiple workstreams and deliverables on concurrent projects.
  • Mentor and review work of junior team members.
  • Support business development efforts including proposals, scoping discussions, and participation in pitch meetings as needed.

We’re sure you will tell us what you have to offer, but here is what we bring to the table:
  • The best training through Tanner LLP, Allinial Global, and other quality providers
  • Open PTO policy, paid holidays, and a company wide shut down between the week of Christmas and New Years Day
  • Excellent health, life, disability and dental insurance
  • 401(k) plan with guaranteed company contribution
  • Unique coaching & opportunities for advancement
  • Exceptional technical resources
  • Competitive compensation

 

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