ZipRecruiter

Log In

1

Transaction Advisory Services Jobs (NOW HIRING)

Weaver

Transaction Advisory Services Manager

Dallas, TX · On-site

Weaver's Transaction Advisory Services team is a high-performing team widely recognized for delivering exceptional attention to detail and a personal level of service. Our size enables us to be more ...

Weaver

Transaction Advisory Services Manager

Manhattan, NY · On-site

$110K - $160K/yr

Weaver's Transaction Advisory Services team is a high-performing team widely recognized for delivering exceptional attention to detail and a personal level of service. Our size enables us to be more ...

next page

Showing results 1-20

All JobsTransaction Advisory Services Jobs

Transaction Advisory Services information

See salary details

$75K

$152.3K

$226.5K

How much do transaction advisory services jobs pay per year?

As of Aug 1, 2026, the average yearly pay for transaction advisory services in the United States is $152,336.00, according to ZipRecruiter salary data. Most workers in this role earn between $121,000.00 and $177,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in Transaction Advisory Services, and why are they important?

To excel in Transaction Advisory Services, you need strong analytical skills, financial acumen, and experience with due diligence, often underpinned by a degree in finance, accounting, or a related field and credentials such as CPA or CFA. Proficiency in financial modeling, Excel, and data analysis platforms is crucial, along with familiarity with ERP systems and valuation tools. Outstanding communication, attention to detail, and the ability to manage multiple projects under tight deadlines are valuable soft skills. These competencies ensure high-quality client service, accurate transaction analysis, and successful deal execution in a fast-paced environment.

How much do transaction advisory associates make?

Transaction advisory associates typically earn between $60,000 and $90,000 annually, depending on experience, location, and firm size. Entry-level associates may start at lower salaries, while those with more experience or working at larger firms can earn higher compensation, often supplemented with bonuses and benefits.

What is a transaction advisory job description?

A transaction advisory job involves providing financial and strategic advice to clients during mergers, acquisitions, divestitures, or other corporate transactions. Professionals in this role analyze financial data, conduct due diligence, valuation, and risk assessment, often using tools like Excel and financial modeling. The role requires strong analytical skills, industry knowledge, and certifications such as CFA or CPA are often preferred.

What is the difference between Transaction Advisory Services vs Financial Due Diligence?

AspectTransaction Advisory ServicesFinancial Due Diligence
Primary FocusAdvising clients on mergers, acquisitions, and transactionsConducting detailed financial analysis to assess target company’s financial health
Work EnvironmentConsulting firms, investment banks, corporate finance teamsAccounting firms, consulting firms, investment banks
Required CredentialsCPA, CFA, or finance-related certifications often preferredCPA, CFA, or similar certifications common
Industry UsageUsed across M&A, restructuring, and strategic advisoryPrimarily in M&A transactions and investment analysis

Transaction Advisory Services and Financial Due Diligence are closely related but serve different purposes. Transaction Advisory provides strategic advice on transactions, while Financial Due Diligence focuses on detailed financial analysis of target companies. Both roles often require similar credentials and are used within the same industries, especially in M&A activities.

What are Transaction Advisory Services?

Transaction Advisory Services (TAS) are specialized consulting services provided to businesses and investors involved in mergers, acquisitions, divestitures, or other significant financial transactions. These services help clients assess the financial, operational, and strategic aspects of a deal, including due diligence, valuation, deal structuring, and risk assessment. The goal of TAS is to ensure clients make informed decisions, maximize value, and minimize risks throughout the transaction process.

What are some typical challenges faced by professionals in Transaction Advisory Services, and how can these be managed effectively?

Professionals in Transaction Advisory Services often face tight deadlines, complex financial analyses, and the need to manage multiple projects simultaneously. Navigating varying client expectations and coordinating with cross-functional teams, including tax, audit, and legal experts, can also be demanding. Effective time management, strong communication skills, and staying current with industry regulations are key to succeeding in this environment. Building collaborative relationships within your team and leveraging technology for data analysis can help streamline the process and manage these challenges efficiently.

Who are the Big 4 in transaction services?

The Big 4 in transaction services are Deloitte, PricewaterhouseCoopers (PwC), Ernst & Young (EY), and KPMG. These firms provide advisory services related to mergers, acquisitions, due diligence, and valuation, often requiring professionals to have strong analytical skills and relevant certifications like CFA or CPA.

What do you do in transaction advisory services?

In transaction advisory services, professionals assist clients with mergers, acquisitions, divestitures, and other financial transactions by conducting due diligence, valuation, and risk analysis. They provide strategic advice, financial modeling, and support throughout the deal process to help clients make informed decisions. Strong analytical skills and knowledge of financial tools are essential in this role.
More about Transaction Advisory Services jobs
What cities are hiring for Transaction Advisory Services jobs? Cities with the most Transaction Advisory Services job openings:
What are the most commonly searched types of Transaction Advisory Services jobs? The most popular types of Transaction Advisory Services jobs are:
What states have the most Transaction Advisory Services jobs? States with the most job openings for Transaction Advisory Services jobs include:
What job categories do people searching Transaction Advisory Services jobs look for? The top searched job categories for Transaction Advisory Services jobs are:
Transaction Advisory Services jobs near you
Infographic showing various Transaction Advisory Services job openings in the United States as of July 2026, with employment types broken down into 4% Locum Tenens, 85% Full Time, 6% Part Time, and 5% Contract. Highlights an 82% Physical, 7% Hybrid, and 11% Remote job distribution, with an average salary of $152,336 per year, or $73.2 per hour.

Senior, Transaction Advisory Services

Wipfli Advisory LLC

Remote

$88K - $118K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 20 days ago

Job description

Overview
At Wipfli, people count
The way you think makes you different. At Wipfli, we embrace that.
Our inclusive culture provides a space for everyone to have a voice. Our growing number of DEI resource groups celebrate diversity and champion awareness throughout Wipfli.
We're also focused on helping you achieve success with balance. From hybrid schedules and flexible time off to training programs and mental wellness initiatives, we take care of our team.
If you want to be in an environment where you can grow, feed your curiosity and make a difference, Wipfli is the place for you.
Job Summary
We are seeking an experienced and driven Senior Transaction Advisory Associate to join our Transaction Advisory Services (TAS) team. This role is ideal for professionals with a strong background in financial due diligence and a passion for helping clients navigate complex M&A transactions. You will lead key aspects of Quality of Earnings (QoE) engagements, mentor junior staff, and work directly with clients, private equity firms, and strategic buyers.
Responsibilities
Responsibilities:
  • Manage and conduct buy-side and sell-side QoE engagements, including planning, execution, and reporting.
  • Analyze financial statements and operational data to assess earnings quality, working capital, net debt, and other key deal metrics.
  • Identify and communicate financial risks, deal issues, and value drivers to clients and stakeholders.
  • Prepare and review detailed financial due diligence reports and executive presentations.
  • Oversee the setup and management of virtual data rooms and coordinate information requests with clients and target companies.
  • Collaborate with partners and directors on client strategy, engagement execution, and business development.
  • Mentor and supervise associates and interns, providing guidance and technical training.
  • Support valuation analysis, transaction structuring, and integration planning as needed.
  • Contribute to proposal development, pitch materials, and other marketing initiatives.
  • Stay informed on industry trends, accounting standards, and M&A market dynamics.

Knowledge, Skills and Abilities
Qualifications and Experience:
  • Bachelor's degree in Accounting, Finance, or related field
  • 2-5 years of experience in transaction advisory, financial due diligence, audit, or related field.
  • Strong financial modeling and analysis skills, with proficiency in Excel and financial databases.
  • Strong technical knowledge of U.S. GAAP and financial reporting.
  • Demonstrated ability to manage projects and deliver results within strict timelines.
  • Outstanding communication skills, both written and verbal, to effectively interact with clients and team members.
  • Proven problem-solving and critical-thinking abilities with a keen eye for detail.
  • Professional certifications such as CPA or CFA are desirable but not mandatory

Amanda Feltner, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!
#LI-AF1 #LI-Remote
Additional Details
Additional Details:
Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at hr@wipfli.com
Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $88,000 to $118,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.
Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.
Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location.
"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.

Apply