TAS Senior

Citrin Cooperman is one of the largest accounting and consulting firms in the United States, and 4th among mid-Atlantic firms, with over 2,300 employees in 20 U.S. and International offices. This year, we were rated one of the Top 50 Best Companies to work for according to Vault.com. We are always looking for new team members who bring a fresh perspective, technical expertise, and a passion for solving problems. At Citrin Cooperman, we offer you the flexibility to take your career to the next level and still allow you to focus on what matters to you!

We are looking for a Transaction Advisory Services (TAS) Senior to join our Advisory Department in our New York City office. As a TAS Senior, you will be responsible for providing excellent client service. Our firm provides excellent compensation, benefits, wellness initiatives, and a strong career path for high performing professionals.

Responsibilities:

• Conduct buy-side and sell-side financial due diligence on behalf of private equity clients and corporate acquirers/sellers

• Prepare Excel data packs and write sections of due diligence reports

• Conduct on-site and/or phone interviews with C-level personnel at acquisition targets

• Analyze historical financial and operating results of target companies

• Prepare financial models related to mergers, acquisitions, or other related transactions

• Perform industry research as needed on engagements

• Assist with the coordination of the day-to-day duties of planning, fieldwork and wrap-up

• Mentor, train and supervise lower-level staff

• Apply TAS Best Practices to ensure consistent quality of service and work product

• Actively participate in the development of the group's Best Practices

• Identify and pursue business development opportunities through industry and networking relationships

Qualifications:

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

• CPA or in progress

• Minimum of 3+ years of audit and/or financial due diligence experience, preferably dealing with lower middle market companies (<$250M in revenue)

• Solid knowledge of US GAAP

• Highly proficient in Microsoft Word, Excel, and PowerPoint

• Excellent verbal and written communication skills

• Strong critical thinking skills

• Demonstrated teamwork

• Ability to work independently, but also work well with others

• Ability to effectively prioritize

• Dedication to the firm's Core Values

• Intellectual curiosity with the desire to continue to develop professionally

What we offer:

• Competitive Base Salary

• Medical, Dental, and Vision Insurance, with the ability to defray the employee contribution by engaging in our wellness initiatives

• Employer contribution to Life Insurance, and 401(k) plan

• Generous Paid Time off, including Fall Wind Down Fridays

• Customized learning and development opportunities and continuing professional education both in-house and virtually

• Hybrid, flex, and remote work opportunities available

• Ability to work in a growing, dynamic, employee-centric firm that values your unique contribution

About Citrin Cooperman

Citrin Cooperman is one of the nation's largest professional services firms. Citrin Cooperman & Company, LLP, a licensed independent CPA firm that provides attest services and Citrin Cooperman Advisors LLC which provides business advisory and non-attest services, operate as an alternative practice structure in accordance with the AICPA's Code of Professional Conduct and applicable laws, regulations, and professional standards. Clients are in all business sectors and leverage a complete menu of service offerings. The entities include more than 300 partners and over 1,500 employees across the U.S.

This will further cement our mission to be the go-to regional and national professional services firm of choice that middle-market clients can depend on for the core assurance, tax, and strategic business consulting and advisory services that will bring value, enhancing their business and personal aspirations.

For more information, please visit citrincooperman.com and be sure to follow us on LinkedIn, Twitter, Facebook, Instagram, and YouTube.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, disability, protected veteran status, or any other characteristic protected by law.

For positions in New York City, the salary range is $100,000 -- $120,000. Actual compensation within that range will be dependent upon the individual's skills, experience, qualifications, and applicable laws.