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Transaction Advisory Associate Jobs in Raleigh, NC

Hall CPA LLC

Tax Advisory Associate

Raleigh, NC · On-site

$60K - $67K/yr

As an Advisory Associate at our firm, you will primarily be involved in tax planning and advisory ... Build a deep understanding of real estate concepts and transactions, taxation regulations and ...

Sorren, Inc.

Tax Senior Manager

Raleigh, NC · On-site

Coach and mentor managers and senior associates through goal-setting, feedback, and performance ... transaction advisory * Advanced proficiency in tax compliance software and research tools; able to ...

Sorren, Inc.

Tax Senior Manager

Raleigh, NC · On-site

Coach and mentor managers and senior associates through goal-setting, feedback, and performance ... transaction advisory * Advanced proficiency in tax compliance software and research tools; able to ...

Elliott Davis

M&A Tax Advisory, Senior Associate

Raleigh, NC · Hybrid

$79K - $98K/yr

The TSO Associate/Senior Associate will be a key member of our fast-growing M&A tax team that is ... Responsibilities * Assist with buy-side and sell-side tax due diligence for M&A transactions ...

Frost PLLC

Tax Senior I

Raleigh, NC · On-site

$77K/yr

Provide research support to a transaction review process. * Prepare a completed and organized tax ... With years of collective accounting and business advisory experience, we are well-equipped to ...

Frost PLLC

Tax Senior I

Raleigh, NC

$79K - $98K/yr

Provide research support to a transaction review process. * Prepare a completed and organized tax ... With years of collective accounting and business advisory experience, we are well-equipped to ...

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All JobsTransaction Advisory Associate JobsTransaction Advisory Associate Jobs in Raleigh, NC

Transaction Advisory Associate information

See Raleigh, NC salary details

$72.9K

$148.1K

$220.2K

How much do transaction advisory associate jobs pay per year?

As of Jul 3, 2026, the average yearly pay for transaction advisory associate in Raleigh, NC is $148,074.00, according to ZipRecruiter salary data. Most workers in this role earn between $117,600.00 and $172,000.00 per year, depending on experience, location, and employer.

What does an advisory associate do?

A transaction advisory associate assists clients with mergers, acquisitions, and financial transactions by conducting due diligence, financial analysis, and valuation. They prepare reports, support deal negotiations, and use tools like Excel and financial modeling to evaluate transaction viability and risks.

What are Transaction Advisory Associates?

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.

How much do transaction advisory associates make?

Transaction advisory associates typically earn between $60,000 and $100,000 annually, depending on experience, location, and firm size. Entry-level associates often start at lower salaries, while those with more experience or working in major financial hubs can earn higher compensation, often supplemented with bonuses and benefits.

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 does a transaction advisory associate do?

A transaction advisory associate assists clients with mergers, acquisitions, and other financial transactions by conducting due diligence, financial analysis, valuation, and risk assessment. They support deal processes by preparing reports, financial models, and coordinating with stakeholders to ensure smooth transaction execution.

What is a transaction associate job description?

A transaction associate supports mergers, acquisitions, and other financial deals by conducting due diligence, financial analysis, and preparing documentation. They often work with senior team members, utilize financial modeling tools, and require strong analytical and communication skills to facilitate smooth transaction processes.

What types of projects can a Transaction Advisory Associate expect to work on, and how do they typically 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 popular job titles related to Transaction Advisory Associate jobs in Raleigh, NC? For Transaction Advisory Associate jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Transaction Advisory Associate jobs in Raleigh, NC look for? The top searched job categories for Transaction Advisory Associate jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Transaction Advisory Associate jobs? Cities near Raleigh, NC with the most Transaction Advisory Associate job openings:
Transaction Advisory Associate jobs near you
Infographic showing various Transaction Advisory Associate job openings in Raleigh, NC as of June 2026, with employment types broken down into 100% Full Time. Highlights an 67% In-person, and 33% Remote job distribution, with an average salary of $148,074 per year, or $71.2 per hour.

Tax Advisory Associate

Hall CPA LLC

Raleigh, NC • On-site

$60K - $67K/yr

Full-time

Posted 26 days ago

Job description

As an Advisory Associate at our firm, you will primarily be involved in tax planning and advisory services for real estate investors and small business owners. Advisors provide technical input on tax and accounting issues, research tax solutions, prepare client deliverables, and support those who are client-facing to ensure best-in-class service. This role is largely client-facing, and advisors communicate directly with clients via email, Zoom, Loom, or phone on a frequent basis.

The most important characteristic of our Advisory team is that we deliver on promises and meet deadlines. Our clients depend on us to guide them through complex issues and provide practical steps to implement our recommended strategies or positions (or to minimize their tax liability). This can include delivering complex information in a manner that the client can absorb and apply practically. Our job is to build strong foundations of trust by delivering when we say we will, in a clear and concise manner.

Required Education and Experience:
  • Bachelor's or Master's degree in Accounting/Tax
  • Minimum of 2 years of relevant professional experience
  • CPA or EA certification preferred; must be eligible to sit for exams
Areas of Responsibility
  • Create tailored tax plans to clients, and update those plans periodically as clients' situations change
  • Work directly with clients to gather data, resolve questions, and provide a best-in-class service, supporting the client engagements managed by Seniors, Managers, and Partners
  • Research complex tax issues, citing the Internal Revenue Code and supporting sources, and provide recommendations for resolution
  • Adhere to professional ethics of the firm and AICPA, including policies regarding client confidentiality
  • Build a deep understanding of real estate concepts and transactions, taxation regulations and strategies, and general accounting knowledge, as well as remain up to date on changes in tax laws and procedures through ongoing training, including shadowing others and CPE
  • Assist in various projects throughout the year designed to enhance client/employee experience ,including, but not limited to, client proposals, process improvements, efficiency and effectiveness committees, and development and delivery of training materials
  • Complete administrative tasks applicable to the role, such as maintaining accurate and up-to-date project information within our project management system, taking and appropriately storing adequate client notes, and adhering to project processes
  • Identify other firm services to the benefit of the client and share findings with the client's point of contact. Ex: bookkeeping services, tax advisory etc.
Key Performance Indicators
  • Timeliness of deliverables and workpapers, reflected by production metrics
  • Maintain proper maintenance of task tracking through our software, and keep pace with the engagement
  • Development of your technical skills, reflected in participation in advisory channels such as Slack and team meetings, and the ability to tackle projects of greater complexity
Employment Type: FULL_TIME

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