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Transaction Advisory Associate Jobs in Orem, UT (NOW HIRING)

Bank of America

Relationship Banker

Orem, UT · On-site

$16 - $21/hr

Key responsibilities include accurately and efficiently processing cash transactions for clients as ... Bachelor's Degree or business-relevant Associate's Degree such as business management, business ...

Bank of America

Relationship Banker

Lehi, UT · On-site

$17.25 - $22.75/hr

Key responsibilities include accurately and efficiently processing cash transactions for clients as ... Bachelor's Degree or business-relevant Associate's Degree such as business management, business ...

Bank of America

Relationship Banker

Orem, UT · On-site

$16 - $21/hr

Key responsibilities include accurately and efficiently processing cash transactions for clients as ... Bachelor's Degree or business-relevant Associate's Degree such as business management, business ...

Bank of America

Relationship Banker

American Fork, UT · On-site

$16.50 - $21.75/hr

Key responsibilities include accurately and efficiently processing cash transactions for clients as ... Bachelor's Degree or business-relevant Associate's Degree such as business management, business ...

Bank of America

Relationship Banker

Lehi, UT · On-site

$17.25 - $22.75/hr

Key responsibilities include accurately and efficiently processing cash transactions for clients as ... Bachelor's Degree or business-relevant Associate's Degree such as business management, business ...

All JobsTransaction Advisory Associate JobsTransaction Advisory Associate Jobs in Orem, UT

Transaction Advisory Associate information

See Orem, UT salary details

$65.2K

$132.4K

$196.9K

How much do transaction advisory associate jobs pay per year?

As of Aug 15, 2026, the average yearly pay for transaction advisory associate in Orem, UT is $132,436.00, according to ZipRecruiter salary data. Most workers in this role earn between $105,200.00 and $153,900.00 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 job categories do people searching Transaction Advisory Associate jobs in Orem, UT look for?

The top searched job categories for Transaction Advisory Associate jobs in Orem, UT are:

Transaction Advisory Associate jobs near you

Tax Associate - Public Accounting

Orion Placement

Pleasant Grove, UT

$90K - $125K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 14 days ago

Job description

Pay: $60,000.00 - $80,000.00 per year

Why This Is a Great Opportunity

  • Build hands-on tax experience with a diverse client base ranging from closely held businesses to large private and public companies
  • Work on more than basic tax compliance, including tax planning, multistate matters, business transactions, and advisory projects
  • Learn directly from experienced tax professionals in a collaborative public accounting environment
  • Gain exposure to partnerships, corporations, individuals, real estate, healthcare, restaurants, and other growing industries
  • Enjoy strong professional development, competitive benefits, bonuses, and a healthier work-life balance than many larger firms

Location

This is a full-time, in-office position based in Pleasant Grove, Utah.

Note

Candidates must have a bachelor's degree in accounting and at least 1 year of public accounting tax experience preparing federal and state income tax returns.

About Us

We are a growing public accounting firm serving closely held businesses, high-net-worth individuals, and larger privately and publicly held companies. Our team provides tax compliance, consulting, and business advisory services across a wide range of industries. We offer the technical experience and career development associated with a larger firm while maintaining a collaborative culture and better work-life balance. Confidential Employer.

Job Description

  • Prepare federal and state income tax returns for individuals, partnerships, S corporations, C corporations, and other business entities
  • Assist with multistate, consolidated corporate, and multi-tier partnership tax returns
  • Prepare quarterly and annual estimated tax calculations for individuals and businesses
  • Conduct tax research and analysis involving compliance matters and tax-planning opportunities
  • Support clients with entity selection, real estate transactions, employee benefits, equity compensation, mergers, acquisitions, and business exit strategies
  • Assist with quarterly and annual income-tax provision calculations under ASC 740
  • Communicate with clients to gather information, resolve questions, and explain tax-related matters
  • Stay current on new tax laws, regulations, rulings, and industry developments
  • Collaborate with senior accountants, managers, and partners to complete engagements accurately and on time
  • Participate in internal training and ongoing professional development

Qualifications

  • Bachelor's degree in accounting from an accredited college or university
  • 1+ year of public accounting tax experience
  • Experience preparing individual and business income tax returns
  • Understanding of federal and state income-tax compliance
  • Strong tax research, analytical, organizational, and time-management skills
  • Ability to manage multiple assignments and deadlines during busy season
  • Strong written and verbal communication skills
  • Working knowledge of Microsoft Excel, Word, and professional tax-preparation software
  • CPA license, CPA eligibility, or progress toward certification preferred
  • Master's degree in taxation or accounting with a tax emphasis preferred
  • Experience with ProSystem, ProSeries, ASC 740, multistate taxation, or complex pass-through entities is a plus

Why You Will Love Working Here

You will join a knowledgeable and supportive team that values technical excellence, professional growth, and strong client relationships. This role offers meaningful exposure to complex tax work, direct mentorship, advancement opportunities, competitive benefits, bonuses, paid time off, medical and dental insurance, life insurance, and a tax-advantaged retirement plan.

JPC-1647

Benefits:

  • Dental insurance
  • Paid time off
  • Vision insurance