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Transaction Advisory Associate Jobs in Seattle, WA

KBF ADVISORY LLC

Senior Manager, Emerging Growth

Seattle, WA · On-site

$165K - $215K/yr

... transaction advisory services * Provide proactive tax planning and advisory services to venture ... Mentor and develop associates and senior staff, supporting team growth and engagement * Assist with ...

KBF ADVISORY LLC

Manager, Emerging Growth

Seattle, WA · On-site

$125K - $165K/yr

... transaction advisory services * Provide proactive tax planning and advisory services to venture ... Mentor and develop associates and senior staff, supporting team growth and engagement * Assist with ...

Withum

Gift & Estate Valuation Associate

Seattle, WA · On-site

$65K - $90K/yr

The team's work spans gift and estate tax planning, financial reporting, transaction advisory ... The Valuation Associate can be based out of any of our U.S. office locations (New York, NY;

Withum

Gift & Estate Valuation Associate

Seattle, WA

$65K - $90K/yr

The team's work spans gift and estate tax planning, financial reporting, transaction advisory ... The Valuation Associate can be based out of any of our U.S. office locations (New York, NY;

Cushman & Wakefield

Associate

Seattle, WA

... advisory services. The Associate will work closely with senior brokers to develop business opportunities, conduct market research, support transaction execution, and build client relationships ...

Cushman & Wakefield

Associate

Seattle, WA

... advisory services. The Associate will work closely with senior brokers to develop business opportunities, conduct market research, support transaction execution, and build client relationships ...

Cushman & Wakefield

Associate

Seattle, WA

... advisory services. The Associate will work closely with senior brokers to develop business opportunities, conduct market research, support transaction execution, and build client relationships ...

Cushman & Wakefield

Associate

Seattle, WA

... advisory services. The Associate will work closely with senior brokers to develop business opportunities, conduct market research, support transaction execution, and build client relationships ...

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All JobsTransaction Advisory Associate JobsTransaction Advisory Associate Jobs in Seattle, WA

Transaction Advisory Associate information

See Seattle, WA salary details

$85.4K

$173.4K

$257.8K

How much do transaction advisory associate jobs pay per year?

As of Jul 26, 2026, the average yearly pay for transaction advisory associate in Seattle, WA is $173,362.00, according to ZipRecruiter salary data. Most workers in this role earn between $137,700.00 and $201,400.00 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 Seattle, WA? For Transaction Advisory Associate jobs in Seattle, WA, the most frequently searched job titles are:
What job categories do people searching Transaction Advisory Associate jobs in Seattle, WA look for? The top searched job categories for Transaction Advisory Associate jobs in Seattle, WA are:
Transaction Advisory Associate jobs near you

Senior Manager, Emerging Growth

KBF ADVISORY LLC

Seattle, WA • On-site

$165K - $215K/yr

Full-time

Medical, Dental, Retirement

Posted 12 days ago

Job description

KBF is built differently. By pairing an entrepreneurial mindset with deep technical experience, KBF is a trusted partner and recognized leader in tax, audit, and advisory services, providing a comprehensive range of solutions designed to support our clients’ growth and expansion.


Since day one, our growth has been rapid, requiring exceptional professionals that bring both technical skill and strategic vision to the table. Our culture combines the energy and flexibility of a start-up with the opportunity to develop and advance a career based on your strengths and interests.


KBF is currently seeking a Senior Manager to join our Emerging Growth team.


The KBF Emerging Growth Tax group is focused on delivering strategic tax advisory and planning services to high-growth, venture-backed, and entrepreneurial companies, helping founders navigate complex and evolving business needs. The team also provides tax compliance support as part of a holistic client service approach. The ideal candidate will bring strong technical expertise, a client-focused mindset, and experience partnering with dynamic businesses in a fast-paced environment.


Responsibilities

  • Serve as a trusted tax advisor to emerging growth companies across the full startup lifecycle—from formation and equity compensation through fundraising, R&D credits, scaling, and exit—while overseeing and reviewing related tax engagements for corporations and partnerships
  • Identify and develop cross-selling opportunities across the firm, including R&D credits, QSBS (Section 1202), and entity structuring, while collaborating with sales tax compliance and consulting teams and supporting buy-side and sell-side tax due diligence and broader M&A transaction advisory services
  • Provide proactive tax planning and advisory services to venture-backed and high-growth companies
  • Review federal and multi-state tax returns for accuracy and completeness
  • Research complex tax issues and prepare clear, concise technical memoranda
  • Serve as a primary point of contact for clients and build strong, trusted relationships
  • Collaborate with internal teams across federal, state, and international tax matters
  • Mentor and develop associates and senior staff, supporting team growth and engagement
  • Assist with tax controversy matters, including responding to notices and supporting audits

Qualifications & Requirements

  • Bachelor’s degree in Accounting or related field (Master’s preferred)
  • CPA license
  • Minimum 8-12+ years of public accounting experience in tax
  • Strong experience with corporate and/or partnership taxation, with the ability to advise clients on complex tax matters
  • Demonstrated motivation, adaptability, and strong communication skills with a high level of professionalism
  • Experience working with startups, SaaS companies, or venture-backed businesses
  • Experience/willingness to leverage AI tools and LLMs (e.g., Claude, ChatGPT, Copilot, Bloomberg AI) for tax research, memo drafting, and data analysis.
  • Proficiency in tax software including GoSystem and OIT
  • Familiarity with Equity compensation (ISOs, NSOs), Section 1202 (Qualified Small Business Stock), R&D tax credits, Multi-state tax considerations, ASC 740, Section 174 capitalization, sales tax/indirect tax, and buy-side/sell-side M&A due diligence
  • Proven ability to lead multiple engagements (and oversee teams, ensuring quality, efficiency, and deadlines are met)
  • Eligibility to work in the U.S.

Remote (U.S.) or hybrid from one of our office locations: Irvine or San Diego, CA; Lake Oswego, OR; Las Vegas, NV; or Seattle, WA

The salary range for this position reflects various factors that influence compensation decisions, such as skills, experience, training, certifications, licensure, geographic location, and other organizational requirements. At KBF Advisory, it is uncommon for a candidate to be hired at the high end of the salary range, as compensation is based on the unique qualifications and circumstances of each individual. The estimated current salary range for this role is $165,000 to $215,000.


Why KBF?

Benefits are a vital component of overall compensation. At KBF, we also offer a unique opportunity to work directly with founders and leadership teams, gaining exposure across the full startup lifecycle—from formation through exit—within a highly entrepreneurial and collaborative culture. We are proud to provide a comprehensive range of quality benefits, including medical, dental, 401(k), pension, and equity programs, along with a clear path for professional growth and advancement. Our benefits are designed to support your health, protect your family, and enhance your overall quality of life.