Transaction Services Senior

Moss Adams LLP Dallas , TX 75201

Posted 1 week ago

Moss Adams brings more West to business. At Moss Adams, we're excited by the greatness of possibility and the extraordinary potential for companies and individuals to prosper. We provide the world's most innovative companies with specialized accounting, consulting, and wealth management services to help them embrace emerging opportunity

Introduction to the team

Members of our Transaction Services group will work alongside private equity firms, strategic clients and investment banks to perform buy-side and sell-side due diligence as well as other M&A activities. Members will routinely work directly with c-suite executives to perform financial due diligence on middle-market companies in a variety of industries.

Individuals who thrive at Moss Adams exhibit the following success skills - Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus.


  • Assist Managers and Partners in engagement management of clients, conducting financial due diligence on middle-market companies in a variety of industries

  • Work directly with client leaders and alongside private equity firms, strategic clients and investment banks to perform buy-side and sell-side due diligence as well as other M&A activities

  • Conduct analytical reviews of data and prepare findings

  • Create draft reports for management review

  • Research issues that arise during the course of engagement

  • Build relationships with existing clients, including involvement in networking and business development activities

  • Provide both leadership and supervision to Staff


  • Bachelor's degree with a major in accounting or related field required

  • Minimum of 2 years of related experience required

  • Experience in a Transaction Services or in Assurance/External Audit in a professional services firm is preferred

  • CPA preferred. If not a CPA, must meet educational requirements to obtain CPA license upon hire in state of employment

  • Must have the ability to analyze complex business and transaction situations

  • Must have the ability to work on multiple engagements simultaneously and learn new business quickly

  • Strong project management and organizational skills

  • Strong Microsoft Excel skills

  • Strong presentation skills and marketing abilities are required

  • Must be willing and able to travel to client locations up to 50%

  • Excellent interpersonal and verbal & written communication skills

Here, you'll be challenged and rewarded for leadership, technical excellence, and inspired perspectives. That's why we offer opportunities to build your skills and explore your career in a supportive environment. At Moss Adams, where you take your career is up to you.

Moss Adams is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law.

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Transaction Services Senior

Moss Adams LLP