#LI-DNI Responsibilities About National TAS CBIZ's National Transaction Advisory Services, part of CBIZ Private Equity Advisory, is a leading national provider of financial due diligence to middle ...
#LI-DNI Responsibilities About National TAS CBIZ's National Transaction Advisory Services, part of CBIZ Private Equity Advisory, is a leading national provider of financial due diligence to middle ...
We are a private, independent advisory firm with significant employee ownership, and our Transaction Advisory Services practice sits at the center of how we serve the private equity community. We are ...
We are a private, independent advisory firm with significant employee ownership, and our Transaction Advisory Services practice sits at the center of how we serve the private equity community. We are ...
We're KSM, one of the top 50 largest independent advisory, tax, and audit firms in the United ... Transactions Services Group.You'llbecome part of acollaborative and inclusive workplace as you ...
We're KSM, one of the top 50 largest independent advisory, tax, and audit firms in the United ... Transactions Services Group.You'llbecome part of acollaborative and inclusive workplace as you ...
Director, Transaction Advisory Services
Denver, CO · On-site +1
We are a private, independent advisory firm with significant employee ownership, and our Transaction Advisory Services practice sits at the center of how we serve the private equity community. We are ...
Director, Transaction Advisory Services
Denver, CO · On-site +1
We are a private, independent advisory firm with significant employee ownership, and our Transaction Advisory Services practice sits at the center of how we serve the private equity community. We are ...
Preferred Qualifications * CPA, CFA or equivalent certification - preferred * 4-6 years of experience a financial services advisory firm, with 2-3 years of transaction advisory consulting preferred.
Preferred Qualifications * CPA, CFA or equivalent certification - preferred * 4-6 years of experience a financial services advisory firm, with 2-3 years of transaction advisory consulting preferred.
We are a private, independent advisory firm with significant employee ownership, and our Transaction Advisory Services practice sits at the center of how we serve the private equity community. We are ...
We are a private, independent advisory firm with significant employee ownership, and our Transaction Advisory Services practice sits at the center of how we serve the private equity community. We are ...
We are a private, independent advisory firm with significant employee ownership, and our Transaction Advisory Services practice sits at the center of how we serve the private equity community. We are ...
We are a private, independent advisory firm with significant employee ownership, and our Transaction Advisory Services practice sits at the center of how we serve the private equity community. We are ...
Preferred Qualifications * CPA, CFA or equivalent certification - preferred * 4-6 years of experience a financial services advisory firm, with 2-3 years of transaction advisory consulting preferred.
Preferred Qualifications * CPA, CFA or equivalent certification - preferred * 4-6 years of experience a financial services advisory firm, with 2-3 years of transaction advisory consulting preferred.
We have an opportunity for a Transaction Advisory Services Manager to join our growing team. Our transaction advisory practice provides financial due diligence and quality of earnings analysis for ...
We have an opportunity for a Transaction Advisory Services Manager to join our growing team. Our transaction advisory practice provides financial due diligence and quality of earnings analysis for ...
Analyst, Transaction Advisory Services
New York, NY · Hybrid
$60K - $100K/yr
Our Transaction Advisory Services practice provides seamless analytical advisory through the deal continuum, from transaction origination to closing. Our Analysts receive world-class training ...
Analyst, Transaction Advisory Services
New York, NY · Hybrid
$60K - $100K/yr
Our Transaction Advisory Services practice provides seamless analytical advisory through the deal continuum, from transaction origination to closing. Our Analysts receive world-class training ...
Job Responsibilities: • Performs buy-side and sell-side transaction advisory engagements, providing financial and due diligence assistance, and accounting advisory services • Document key ...
Job Responsibilities: • Performs buy-side and sell-side transaction advisory engagements, providing financial and due diligence assistance, and accounting advisory services • Document key ...
Plante Moran's Transaction Advisory Services (TAS) team delivers strategic guidance and financial due diligence across the investment lifecycle, from pre-LOI through post-acquisition. As a manager ...
Plante Moran's Transaction Advisory Services (TAS) team delivers strategic guidance and financial due diligence across the investment lifecycle, from pre-LOI through post-acquisition. As a manager ...
Plante Moran's Transaction Advisory Services (TAS) team delivers strategic guidance and financial due diligence across the investment lifecycle, from pre-LOI through post-acquisition. As a manager ...
Plante Moran's Transaction Advisory Services (TAS) team delivers strategic guidance and financial due diligence across the investment lifecycle, from pre-LOI through post-acquisition. As a manager ...
The Transaction Advisory Services practice is seeking a Senior Manager to join a collaborative, growing transaction team. You will work as an individual contributor as well as part of a collaborative ...
The Transaction Advisory Services practice is seeking a Senior Manager to join a collaborative, growing transaction team. You will work as an individual contributor as well as part of a collaborative ...
The Transaction Advisory Services practice is seeking a Senior Manager to join a collaborative, growing transaction team. You will work as an individual contributor as well as part of a collaborative ...
The Transaction Advisory Services practice is seeking a Senior Manager to join a collaborative, growing transaction team. You will work as an individual contributor as well as part of a collaborative ...
The Transaction Advisory Services practice is seeking a Senior Manager to join a collaborative, growing transaction team. You will work as an individual contributor as well as part of a collaborative ...
The Transaction Advisory Services practice is seeking a Senior Manager to join a collaborative, growing transaction team. You will work as an individual contributor as well as part of a collaborative ...
The Transaction Advisory Services practice is seeking a Senior Manager to join a collaborative, growing transaction team. You will work as an individual contributor as well as part of a collaborative ...
The Transaction Advisory Services practice is seeking a Senior Manager to join a collaborative, growing transaction team. You will work as an individual contributor as well as part of a collaborative ...
The Transaction Advisory Services practice is seeking a Senior Manager to join a collaborative, growing transaction team. You will work as an individual contributor as well as part of a collaborative ...
The Transaction Advisory Services practice is seeking a Senior Manager to join a collaborative, growing transaction team. You will work as an individual contributor as well as part of a collaborative ...
The Transaction Advisory Services practice is seeking a Senior Manager to join a collaborative, growing transaction team. You will work as an individual contributor as well as part of a collaborative ...
The Transaction Advisory Services practice is seeking a Senior Manager to join a collaborative, growing transaction team. You will work as an individual contributor as well as part of a collaborative ...
The Transaction Advisory Services practice is seeking a Senior Manager to join a collaborative, growing transaction team. You will work as an individual contributor as well as part of a collaborative ...
The Transaction Advisory Services practice is seeking a Senior Manager to join a collaborative, growing transaction team. You will work as an individual contributor as well as part of a collaborative ...
Transaction Advisory Services Intern information
What is a transaction advisory services intern?
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.
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.
More about Transaction Advisory Services Intern jobs
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Cities with the most Transaction Advisory Services Intern 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 Intern jobs?
States with the most job openings for Transaction Advisory Services Intern jobs include:
What job categories do people searching Transaction Advisory Services Intern jobs look for?
The top searched job categories for Transaction Advisory Services Intern jobs are:
Full-time
Re-posted 16 days ago
CBIZ rating
8.0
Based on 57 frontline employees who took The Breakroom Quiz
13th of 23 rated bookkeepers and accountants
Job description
#LI-DNI
Responsibilities
About National TAS
CBIZ's National Transaction Advisory Services, part of CBIZ Private Equity Advisory, is a leading national provider of financial due diligence to middle market private equity sponsors and their portfolio companies. Our team of M&A professionals has deep experience helping our clients make well-informed decisions that have a big impact on their investments. Our business has scaled rapidly in recent years, with sustained year-over-year growth and a clear trajectory for continued expansion. Our people and culture are truly what differentiate us in the market. We aren't just another FDD practice. We invest heavily in our people and processes and operate differently from traditional advisory models:
- Team members operate in a fully remote model across the continental U.S.
- You will develop collaborative, lasting professional and personal relationships with clients regardless of your level.
- You will receive meaningful support and coaching from firm leadership focused on accelerating your development.
- You will gain exposure to a broad range of clients, industries, and transaction types.
- You will work in a performance-driven environment where individual contributions materially influence outcomes on our team and with our clients.
- We offer market-leading compensation and a consistent track record of maximum bonus payout, reflecting the stability and performance of our business.
- Advancement is merit-based, with promotion timelines driven by performance, judgment, and readiness rather than tenure - our merit-based promotions provide a significant opportunity to accelerate your career trajectory.
- Our unique business model is designed to provide both autonomy and consistency in schedule from week-to-week - allowing our people to better plan their work activities and personal lives. Business travel requirements are minimal.
- We are intentional about career sustainability and recognize that long-term performance requires balance We understand that professional opportunities and advancement are important to you, but that time for family, friends and personal pursuits are essential to your life and overall fulfillment. Making sure that team members have flexibility at work, opportunities to enjoy evenings and weekends and to truly disconnect for holidays and time off is critical to each team member's professional engagement and personal well-being.
If you are seeking a high-caliber, rapidly scaling advisory platform with rigorous standards, broad responsibility, and meaningful client impact where you can be your whole self, advance your skills and deepen your experiences, then consider joining our National Transaction Advisory Services team.
About the Role
Our team focuses on providing both buy-side and sell-side financial due diligence to private equity sponsors and companies across a variety of industries located throughout the U.S. You will perform in-depth financial and business analysis and advise clients on how to maximize opportunities and minimize risks related to mergers and acquisitions. Your analyses will directly inform recommendations related to valuation, deal structure, and key transaction risks. This role is demanding and fast-paced, suited for professionals who thrive in high-expectation environments and value strong support, team camaraderie, and exceptional client service.
Responsibilities
- Proactively manage and oversee multiple financial due diligence engagements simultaneously, demonstrating ownership over the completeness and accuracy of our high-quality client deliverables.
- Serve as the face of the team with clients and advisors, leading client relationships with confidence and instilling trust through strong communication, proactive issue identification, and sound judgement.
- Lead detailed review of team analyses and workpapers, while managing engagement timelines, workflows, and internal quality control processes.
- Exercise advanced technical and transaction judgement on complex, deal-specific issues, guiding teams through high-risk or complex areas of diligence.
- Lead presentation of key financial diligence findings, risks, and implications to clients and deal stakeholders, ensuring clarity, judgement and alignment with transaction objectives.
- Develop and coach junior team members through clear direction, feedback, and guidance on both technical and professional skills.
Preferred Qualifications
- CPA and knowledge of U.S. Generally Accepted Accounting Principles (GAAP)
- Master's degree in accounting or MBA (with an accounting undergraduate degree)
- A preferred minimum of 3-5 years of financial audit experience (preferably with a top ten public accounting firm), investment banking, financial due diligence, corporate finance, financial consulting or other M&A experience
- A minimum of 3-5 years of experience in the transaction advisory services practice of a top ten national accounting firm and a minimum of 1 year in the role of Senior Manager within that practice.
- Team player with exceptional verbal and written communication skills
- Advanced MS Excel skills and strong working knowledge of other MS Office applications
- Self-motivated and demonstrated ability to learn and succeed in a fast-paced and unconventional work environment are essential
- Possess an uncommon drive and entrepreneurial spirit
Qualifications
Minimum Qualifications
- Bachelor's degree required
- 7 years of experience in related field
- 5 years supervisory
- Must have and preserve required licenses
- Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
About Us
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
About CBIZ
Sourced by ZipRecruiter
With over 100 offices and nearly 6,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.
Industry
Business management consulting
Company size
5,001 - 10,000 Employees
Headquarters location
Cleveland, OH, US
Year founded
1987