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Transaction Advisory Services Jobs in Indiana (NOW HIRING)

Ksmcpa

TAS Tax Director

Indianapolis, IN · On-site

Katz, Sapper & Miller (KSM) is seeking an entrepreneurial Tax Director to lead and expand its Transaction Advisory Services (TAS) Tax Diligence practice. This individual will play a pivotal role in ...

Ceritypartners

Senior Tax Accountant

Indianapolis, IN · On-site +1

$78K - $100K/yr

... transaction structuring and solving sophisticated issues before they become problems. You will ... Cerity Partners Tax, Accounting & Advisory Services is a highly sophisticated CPA and advisory ...

Marcus & Millichap

Investment Sales Agent

Indianapolis, IN · On-site

$78K - $105K/yr

... advisory services. With a national platform spanning 80+ offices across the U.S. and Canada, the firm completed over 8,800 transactions in 2025, with $50.8 billion in sales volume. Our mission is to ...

Marcus & Millichap

Investment Sales Agent

Indianapolis, IN · On-site

$78K - $105K/yr

... advisory services. With a national platform spanning 80+ offices across the U.S. and Canada, the firm completed over 8,800 transactions in 2025, with $50.8 billion in sales volume. Our mission is to ...

Cherry Bekaert

Audit Senior - Boston

Bedford, IN · Hybrid

$72K - $89K/yr

Cherry Bekaert has been around over 75 years providing Elite Accounting and Advisory services for ... Broaden technical knowledge through review of complex client transactions * Financial statement ...

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Transaction Advisory Services information

See Indiana salary details

$71.4K

$145K

$215.5K

How much do transaction advisory services jobs pay per year?

As of Aug 1, 2026, the average yearly pay for transaction advisory services in Indiana is $144,957.00, according to ZipRecruiter salary data. Most workers in this role earn between $115,100.00 and $168,400.00 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.
What are the most commonly searched types of Transaction Advisory Services jobs in Indiana? The most popular types of Transaction Advisory Services jobs in Indiana are:
What are popular job titles related to Transaction Advisory Services jobs in Indiana? For Transaction Advisory Services jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Transaction Advisory Services jobs in Indiana look for? The top searched job categories for Transaction Advisory Services jobs in Indiana are:
What cities in Indiana are hiring for Transaction Advisory Services jobs? Cities in Indiana with the most Transaction Advisory Services job openings:
Transaction Advisory Services jobs near you
Infographic showing various Transaction Advisory Services job openings in Indiana as of July 2026, with employment types broken down into 3% Locum Tenens, 83% Full Time, 9% Part Time, and 5% Contract. Highlights an 84% Physical, 6% Hybrid, and 10% Remote job distribution, with an average salary of $144,957 per year, or $69.7 per hour.

Transaction Advisory Services Senior Manager

Ksmcpa

Indianapolis, IN • On-site

Full-time

This job post has expired today. Applications are no longer accepted.

Job description

Job Description:

We're KSM, one of the top 50 largest independent advisory, tax, and audit firms in the United States. But more than our size, it's our people and culture that set us apart. We believe great things happen when people are supported, challenged, and given the freedom to do their very best work. That's why we've built a workplace where your career and personal life can thrive together - where you have the flexibility to manage your time, the resources to grow, and a team that genuinely cares about your success.

We've been employee-owned since 2001, giving every team member a stake in our collective success. This ownership mentality fosters a culture of collaboration, curiosity, and excellence - where new ideas are welcomed, different perspectives are valued, and you're encouraged to explore what excites you most. Whether you're expanding your skills, tackling new challenges, or making an impact beyond the office, we provide the resources and support to help you grow in the direction that's right for you.

At KSM, your contributions matter - not just to the firm, but to your colleagues, clients, and the communities we serve across the U.S. If you're looking for a place where you can do meaningful work, build lasting relationships, and grow in ways that align with what's most important to you, we'd love to meet you.

Responsibilities:

  • Manage and oversee engagement teams onbuy-side and sell-side financial due diligence engagements/projects.

  • Supervise,developand train staff on engagements. Evaluate performance andparticipatein individual's performance appraisalprocess

  • Interact directly withmanagersand partners on matters related to client and engagementmanagement

  • Strengthen existing client relationships and developing new business opportunities by providing outstanding clientservice

  • Communicate with business owners, executive management, investors,lendersand other sophisticated parties to ensure delivery of exceptional clientservice

  • Invest in professional development through active participation in training sessions and networking events both internally andexternally

  • Assistwith recruiting activities to include campus recruiting along with referring experienced individuals to the firm andparticipatingin the firm's Employee Referral Bonus Program

  • Demonstrate excellent team skills, positiveattitudeand high ethicalstandards

Requirements/Qualifications:

  • Eight (8+) years' experience in a large accounting firm in audit, financial advisory or transaction service linesor appliable experience incorporate finance or accounting.

  • Five (5)+years'of supervisory experience, mentoring and counseling associates desired

  • Relevant bachelor's degree in accounting, finance orrelated

  • Certified public accountant (CPA)- preferred

  • High motivation,initiativeand positive attitude

  • Excellent organizational skills with a demonstrated ability to multitask and handle multiple prioritiesappropriately

  • Intermediate modeling and excel skills, experience conducting complex quantitative
    and qualitative financial analysis and ability to generate data-driveninsights

  • Ability to work autonomously, to meet tight deadlines, and to thrive in a fast paced
    environment with shiftingpriorities

  • Excellent verbal and written communication, experience presenting analyses to
    management and ability to lead and driveinitiatives

  • Ability to work effectively and thrive in a team environment with all levels of client personnel in variousindustries

  • Ability to comfortably interact with senior level client personnel, including supporting the preparation of andparticipatingin executivebriefings

We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, color, sex, sexual orientation, gender identity, disability, genetic information, national origin, race, religion, veteran status, or any other protected category.

KSM only accepts resumes directly submitted by a candidate and referrals submitted by current KSM employees. Unsolicited resumes or candidate profiles sent by staffing agencies and fee-based referral services will not be considered outside of a signed KSM vendor contract. KSM will not pay a fee to recruiters or agencies that do not have a signed KSM vendor contract.

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