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Transaction Assistant Jobs (NOW HIRING)

CBIZ

Transaction Advisory Senior Consultant

Boston, MA · Hybrid

Identify purchase price reductions, deal restructuring, or other issues affecting a transaction. * Assist in drafting reports on Quality of Earnings, Working Capital and other transaction related ...

Grant Thornton

Transaction Tax Manager

Chicago, IL · On-site

$172K - $187K/yr

As the Transaction Tax Manager you'll lead innovative tax planning, consulting, and compliance ... You'll collaborate with the M&A team and assist leading on planning, execution, and direction of ...

Cushman & Wakefield

Transaction Specialist

Charlotte, NC · On-site

$76K/yr

Job Title Transaction Specialist Summary Responsible for the day-to-day transaction management of a ... ESSENTIAL FUNCTIONS AND RESPONSIBILITIES General: Assist with the implementation of portfolio plans ...

Cushman & Wakefield

Transaction Specialist

Charlotte, NC · On-site

$76K/yr

Job Title Transaction Specialist Summary Responsible for the day-to-day transaction management of a ... ESSENTIAL FUNCTIONS AND RESPONSIBILITIES General: Assist with the implementation of portfolio plans ...

Colliers

Transaction Coordinator

San Francisco, CA · On-site

$81K - $95K/yr

Transaction Coordinator Make your next move an expert one. At Colliers it's not our success that ... Monitor data accuracy for KPI reporting and assist in collecting metrics related to transactional ...

Colliers

Transaction Coordinator

San Jose, CA · On-site

$81K - $95K/yr

The Transaction Coordinator plays a key role in ensuring organized processes, timely task ... Strategic Planning • Assist in gathering data and materials needed for strategic planning ...

Colliers

Transaction Coordinator

San Jose, CA

$81K - $95K/yr

Support execution of portfolio plans and transaction strategies aligned with the client's real estate objectives. Assist brokers and transaction managers in coordinating lease, sale, purchase, and ...

Colliers

Transaction Coordinator

San Francisco, CA · On-site

$81K - $95K/yr

Support execution of portfolio plans and transaction strategies aligned with the client's real estate objectives. Assist brokers and transaction managers in coordinating lease, sale, purchase, and ...

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Transaction Assistant information

What is a transaction assistant?

Transaction Assistants are professionals who support the processing and management of financial, real estate, or business transactions. Their responsibilities typically include handling administrative tasks, preparing and reviewing documents, coordinating with clients and stakeholders, and ensuring compliance with relevant regulations. Transaction Assistants play a vital role in ensuring that transactions are completed accurately, efficiently, and on schedule. They often work under the supervision of managers or executives and may be found in industries such as banking, real estate, and corporate finance.

How does a transaction assistant typically collaborate with other departments during the transaction process?

Transaction Assistants often work closely with multiple departments, such as sales, legal, and finance, to ensure smooth and efficient completion of transactions. They are responsible for coordinating documentation, obtaining necessary approvals, and communicating updates to all stakeholders. Effective collaboration is key, as Transaction Assistants help bridge communication gaps and ensure that deadlines and compliance requirements are met. This teamwork-oriented environment provides valuable exposure to various functions within the organization and can open pathways for future career growth.

What are the key skills and qualifications needed to thrive as a transaction assistant, and why are they important?

To thrive as a Transaction Assistant, you need strong organizational skills, attention to detail, and a background in finance or real estate, often supported by relevant coursework or experience. Familiarity with transaction management software, document management systems, and tools like Microsoft Office is typically required. Excellent communication, time management, and problem-solving abilities help you coordinate between parties and handle multiple tasks efficiently. These skills are crucial to ensure smooth, accurate, and timely processing of transactions, minimizing errors and supporting client satisfaction.

What is the difference between Transaction Assistant vs Real Estate Assistant?

AspectTransaction AssistantReal Estate Assistant
Required CredentialsNone mandatory, often familiarity with real estate processesReal estate license or certification often preferred
Work EnvironmentReal estate offices, transaction coordination teamsReal estate agencies, property management firms
Employer & Industry UsageReal estate transactions, supporting agentsAssisting agents with property listings, client communication
Common Search & Comparison IntentUnderstanding role differences, job requirementsClarifying responsibilities, career path options

The main difference between a Transaction Assistant and a Real Estate Assistant lies in their focus. A Transaction Assistant primarily manages the administrative tasks involved in real estate transactions, ensuring smooth closings. A Real Estate Assistant supports agents with listing management, client communication, and marketing. Both roles are vital in real estate but serve different functions within the industry.

What cities are hiring for Transaction Assistant jobs?

Cities with the most Transaction Assistant job openings:

What are the most commonly searched types of Transaction jobs?

The most popular types of Transaction jobs are:

What states have the most Transaction Assistant jobs?

States with the most job openings for Transaction Assistant jobs include:

Transaction Assistant jobs near you
Infographic showing various Transaction Assistant job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 21% Part Time, 1% Temporary, and 3% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution.

Transaction Advisory Senior Consultant

CBIZ

Boston, MA • Hybrid

Full-time

Re-posted 20 days ago

CBIZ rating

8.1

Company rating: 8.1 out of 10

Based on 58 frontline employees who took The Breakroom Quiz

13th of 23 rated bookkeepers and accountants

Job description

#LI-HS1  #LI-Hybrid

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.

Minimum Qualifications

  • Bachelor's degree in relevant field
  • 3 years of relevant work experience
  • Achieve professional certifications relative to area of expertise, must have and preserve required licenses
  • Must possess analytical skills
  • Proficient use of applicable technology
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Must be able to travel based on client and business needs

Essential Functions and Primary Duties

  • Conduct financial advisory due diligence in buy-side and sell-side transactions.
  • Review target company financial information and other data to identify:
  • Historical and projected financial, operating and commercial trends.
  • Quality of earnings adjustments.
  • Working capital and net debt considerations.
  • Potential liabilities and risks which impact valuation and negotiation of the target company.
  • Identify pre- and post-acquisition transaction issues in the context of financial due diligence.
  • Identify purchase price reductions, deal restructuring, or other issues affecting a transaction.
  • Assist in drafting reports on Quality of Earnings, Working Capital and other transaction related analysis.
  • Supervise, develop and evaluate staff.
  • Liaise with other disciplines (tax) working on the due diligence projects.
  • Communicate effectively with clients, target company management, investment bankers and other client advisors on a transaction.
  • Contribute to staff training programs, development of transaction advisory practice aids and to adherence to practice compliance requirements.

What CBIZ employees say

Pay

Benefits

Hours and flexibility

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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

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