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Transaction Advisory Services Intern Jobs (NOW HIRING)

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 ...

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 ...

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Transaction Advisory Services Intern information

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

To thrive as a Transaction Advisory Services Intern, you need strong analytical skills, attention to detail, and a background in finance, accounting, or a related field, often supported by progress toward a relevant degree. Familiarity with financial modeling, Excel, and data analysis tools, as well as exposure to accounting software, is typically expected. Effective communication, teamwork, and adaptability are important soft skills for interacting with clients and colleagues in dynamic deal environments. These skills and qualities are crucial for accurately evaluating transactions, supporting decision-making, and ensuring seamless client service during complex financial projects.

What do you do in transaction advisory services?

A Transaction Advisory Services Intern assists with evaluating potential mergers, acquisitions, or divestitures by conducting financial analysis, due diligence, and valuation. They support deal teams with market research, financial modeling, and preparing reports to help clients make informed decisions. The role often requires strong analytical skills and proficiency with tools like Excel and PowerPoint.

Who are the Big 4 in transaction services?

The Big 4 in transaction services refer to Deloitte, PricewaterhouseCoopers (PwC), Ernst & Young (EY), and KPMG. These firms are the leading providers of audit, consulting, and transaction advisory services, including due diligence, valuation, and deal structuring, and often employ interns in these areas to gain experience in financial analysis and deal processes.

What does an advisory intern do?

A Transaction Advisory Services Intern supports financial analysis, due diligence, and valuation processes during mergers, acquisitions, or other transactions. They assist with data collection, financial modeling, and preparing reports under the supervision of senior staff, gaining exposure to deal environments and industry tools like Excel and PowerPoint.

Is $20 an hour good for an internship?

For a Transaction Advisory Services Intern, $20 an hour is generally considered competitive for entry-level internships in finance and consulting fields, especially if the role involves analytical tasks and exposure to financial modeling. However, internship pay varies by location, company size, and industry standards, so it's important to compare with similar roles in your area and consider other benefits offered. Ultimately, the value of the internship also depends on the experience gained and opportunities for professional development.

What are Transaction Advisory Services Interns?

Transaction Advisory Services (TAS) Interns are students or recent graduates who assist professionals in advising clients on mergers, acquisitions, divestitures, and other business transactions. Their responsibilities typically include conducting financial analysis, preparing due diligence reports, and supporting the deal process by gathering and analyzing relevant data. TAS Interns gain exposure to the financial and strategic aspects of transactions, working closely with experienced advisors and learning about the deal lifecycle from start to finish.

What types of projects and tasks can a Transaction Advisory Services Intern expect to work on during their internship?

As a Transaction Advisory Services Intern, you can expect to work on a variety of projects such as financial due diligence, market research, and preparing client deliverables for mergers and acquisitions. Interns often analyze financial statements, assist in identifying potential risks or opportunities in transactions, and collaborate closely with senior consultants and client teams. This hands-on experience provides valuable exposure to the deal process and offers insight into the fast-paced world of transaction advisory, helping interns build a strong foundation for a future career in finance or consulting.
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Transaction Advisory Services Intern jobs near you
Infographic showing various Transaction Advisory Services Intern 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.

Senior, Transaction Advisory Services

Wipfli Advisory LLC

Remote

$88K - $118K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 21 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.

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