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Senior Associate, Transaction Advisory Services

Company: GreerWalker CPAs and Advisors
Location: Charlotte
Posted on: January 16, 2022

Job Description:

Senior Associate, Transaction Advisory Services Founded in Charlotte in 1984, GreerWalker LLP is a CPA firm providing tax, assurance, accounting, and advisory services focused on the needs of privately held middle market companies, owners and individuals. From our offices in North and South Carolina, we provide specialized expertise across a varied spectrum of industries and market segments for a regional, national and international clientele. Through our investment banking affiliate, GreerWalker Corporate Finance, we also offer exit planning and merger and acquisition services as well as customized wealth planning via our affiliate GreerWalker Wealth Management. GreerWalker is a member firm of RSM Alliance, an association of independently owned accounting and consulting firms, whose members reinforce client service by exchanging expertise, resources, and advice in a wide range of industries. Responsibilities:

  • Participate in buy-side and sell-side transaction advisory engagements, providing financial and due diligence assistance, and accounting advisory services
  • Document key findings and analysis in written report
  • Participates in client meetings and site visits while interacting with top-level management to obtain pertinent information for financial analysis
  • Prepares detailed financial analysis to help clients evaluate their acquisition decisions and financing requirements
  • Interacts with the other functional areas of the practice including tax, audit and other consulting practices
  • Assists in preparing proposals and engagement letters
  • Represents the firm in community activities and professional associationBasic Qualifications:
    • Bachelor's degree in accounting
    • CPA certification
    • Minimum of two years experience in an Audit or Transaction Advisory practice within a national or regional public accounting or consulting firm
    • Supervision / Team Leadership experience
    • Ability to direct and manage client engagements
    • Excellent verbal and written communication skills
    • Proficient with Microsoft Excel and Microsoft PowerPointPreferred Qualifications:
      • Networking and communicating with C-level executives
      • Strong project management skills
      • Evaluated as exceptional performer in current position
      • Possess a good balance of strong technical accounting knowledge and business acumen
      • Excellent interpersonal and communication skills in order to interact effectively with internal team members and external clients of the firm
      • Ability to be a self-starter and to be confident when interacting with clients and asking questions
      • Able to work within tight deadlines and take responsibility for getting the job done in a timely manner
      • Ability to apply critical thinking and problem-solving skillsWorking Conditions:
        • Occasional travel for work using a personal vehicle
        • Able to work moderate overtime throughout the year with heavier overtime required during certain business cycles
        • Able to lift boxes, mail, etc. not exceeding 20 lbs.EEONo Agencies Please

Keywords: GreerWalker CPAs and Advisors, Charlotte , Senior Associate, Transaction Advisory Services, Accounting, Auditing , Charlotte, North Carolina

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