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Transaction Associate Jobs in Texas (NOW HIRING)

Join one of the fastest growing transaction advisory services practice in the country, where your ... Develops TAS Senior Associates and Managers by providing real-time and on-the-job insight and ...

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Transaction Associate information

See Texas salary details

$16.3K

$71.7K

$122K

How much do transaction associate jobs pay per year?

As of Aug 7, 2026, the average yearly pay for transaction associate in Texas is $71,716.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,700.00 and $89,400.00 per year, depending on experience, location, and employer.

What are some common challenges transaction associates face when supporting high-volume transactions, and how can they effectively manage these situations?

Transaction Associates often handle a large number of transactions daily, which can lead to challenges such as maintaining accuracy under tight deadlines and prioritizing tasks efficiently. To manage these situations, it is important to develop strong organizational skills, leverage available transaction management systems, and communicate proactively with team members. Attention to detail and the ability to stay calm under pressure are key to ensuring that all documentation is processed correctly and client needs are met promptly. Regular training and staying updated on compliance requirements also help Transaction Associates navigate high-volume periods more effectively.

What are the key skills and qualifications needed to thrive as a transaction associate?

To thrive as a Transaction Associate, you need strong analytical abilities, attention to detail, and a background in finance or business, often supported by a relevant degree. Familiarity with financial software, transaction management systems, and proficiency in Excel are typically required, and certifications such as CFA or FINRA registration may be beneficial. Excellent communication, organizational skills, and the ability to multitask help build strong client relationships and ensure accuracy in high-pressure environments. These combined skills are crucial for efficiently processing transactions, minimizing errors, and maintaining client trust in financial operations.

What skills do you need to be a transaction associate?

A transaction associate needs strong attention to detail, excellent organizational skills, and proficiency with financial software and data entry. Good communication skills and the ability to work efficiently in a fast-paced environment are also important for managing transactions accurately and providing customer service.

What does a transaction associate do?

A Transaction Associate assists with the execution and management of financial transactions, such as mergers, acquisitions, or capital raising activities. They typically support senior members of the team by performing market research, preparing financial models, drafting presentations, and managing documentation. The role requires strong analytical skills, attention to detail, and the ability to communicate effectively with clients and internal teams. Transaction Associates often work in investment banks, private equity firms, or corporate finance departments.
What are the most commonly searched types of Transaction jobs in Texas? The most popular types of Transaction jobs in Texas are:
Infographic showing various Transaction Associate job openings in Texas as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 27% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $71,716 per year, or $34.5 per hour.

Transaction Advisory Manager - Financial Due Diligence

BDO

Dallas, TX • On-site

Full-time

Retirement

Re-posted 26 days ago


BDO USA rating

8.4

Company rating: 8.4 out of 10

Based on 28 frontline employees who took The Breakroom Quiz

6th of 22 rated bookkeepers and accountants


Job description

Job Summary:

Join one of the fastest growing transaction advisory services practice in the country, where your talent and efforts are valued. Thrive in BDO's entrepreneurial environment with an innovative and flat organizational structure. Be challenged based on your abilities and not your title. Be part of the number one middle market deals team, and truly experience the opportunity of being an immediate contributor with real opportunities for career advancement. Work with industry leaders, technical experts and most importantly, people you enjoy spending time with. While BDO prides itself on the Firm's work quality, it equally values work/life fit for its professionals, allowing them to focus on what's important to them outside the office.

The Transaction Advisory Services Manager is responsible for managing financial, accounting and operational due diligence engagements.


Job Duties:

  • Plans and oversees the due diligence process, and applies knowledge and application of BDO standards to ensure effective and efficient delivery of quality services and products
  • Analyzes financial and operating results within the context of a proposed transaction
  • Performs industry, company and technical accounting research to assist the client in making informed decisions that impact the proposed transaction
  • Conducts on-site and/or phone interviews with C-level personnel at target company
  • Identifies and proposes appropriate resolutions to critical issues related to the M&A process
  • Composes financial due diligence report, highlighting the key quality of earnings, working capital and debt-like issues that may have an impact on the proposed transaction
  • Manages the relationship and information flow between BDO, client and target company
  • Partners with TAS Senior Managers, Directors and Principals to identify and pursue business development opportunities through industry and network relationships
  • Builds new relationships, and maintains existing relationships with BDO professionals in other lines of business
  • Researches and develops proposal documents, and may participate in presentations in pursuit of acquiring new clients
  • Other duties as required

Supervisory Responsibilities:

  • Schedules and supervises the tasks and project assignments of TAS Associates and Senior Associates
  • Reviews work product prepared by TAS Associates and Senior Associates, and provides review comments and edits
  • Develops TAS Associates and Senior Associates by identifying and providing on-the-job and formal training and professional development opportunities 
  • Provides verbal and written performance feedback to TAS Associates and Senior Associates throughout the fiscal year and as part of the annual performance review process


Qualifications, Knowledge, Skills and Abilities:

Education:

  • Bachelor's degree in Accounting, Business Administration, or Finance, required

Experience:

  • Five (5) or more years of public accounting experience, required 
  • Two (2) or more years of TAS experience, preferred
  • Experience interacting and working directly with C-level personnel, preferred

License/Certifications:

  • CPA, CPA candidate, or CA, preferred

Software:

  • Proficient with Microsoft Office Suite, specifically Word, Excel and PowerPoint, required

Language:

  • N/A

Other Knowledge, Skills & Abilities:

  • Strong verbal and written communication skills, specifically business writing
  • Ability to interact with and adapt communication style to successfully convey messaging and objectives to all levels of management 
  • Exhibits executive presence, intellectual curiosity and analytical thinking.
  • Capable of initiating and maintaining solid relationships with all levels of client personnel, as well as utilizing network and industry relationships to identify business development opportunities
  • Capable of working in a demanding, deadline-driven environment independently and within a team dynamic while effectively managing unexpected issues and/or questions in a professional manner 
  • Ability to analyze large volumes of data to identify potential issues and propose the most appropriate resolutions within the context of a transaction
  • Required to maintain the highly confidential nature of information
  • Excellent project management skills with ability to produce quality work with an attention to detail
  • Strong knowledge of technical accounting areas such as US GAAP 
  • Ability to travel as needed

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.


National Range: $100,000 - $170,000
Maryland Range: $100,000 - $170,000
NYC/Long Island/Westchester Range: $130,000 - $160,000
 

At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you'll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.

Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.

BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you'll be part of a team helping clients navigate complexity and move forward with clarity.

We are proud to be an ESOP company, offering participants a stake in the firm's success through beneficial ownership and a unique opportunity to enhance their financial well-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we're building together.

Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits. Click here to find out more!

*Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets
Click here to find out more!


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About BDO

Sourced by ZipRecruiter

At BDO, culture is the first order of business. We succeed when we cultivate a conscious and caring corporate culture that puts people at the center of everything we do. In essence, the business of our business is to help people thrive every day. This mindset powers our growth by supporting the development of our people, the success of our clients, and the betterment of our communities. It means taking an expansive view of what’s possible, and committing ourselves to achieving exceptional outcomes. At BDO, we are cultivating a culture where our professionals thrive in their work of providing middle market leaders with insight-driven perspectives and assurance, tax and advisory services, helping companies take business as usual to better than usual.

Industry

Administrative assistance services

Company size

10,000+ Employees

Headquarters location

Chicago, IL, US