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TAS Senior- (Transaction Advisory Services)

New York, NY; Livingston, NJ

Citrin Cooperman is seeking a Transaction Advisory Services (TAS) Senior in our New York, NY and Livingston, NJ office locations. We are a growing nationally recognized full-service accounting, tax, and consulting firm. We are ranked the 21st largest accounting firm in the US with over 900 partners and staff and 11 offices. 
  • Bachelor’s degree in Accounting, Business Administration, Economics, Finance or equivalent
  • CPA or in progress
  • Minimum of  2+ years of audit and/or financial due diligence experience, preferably dealing with middle market companies
Skills, Abilities, Knowledge:
  • Solid knowledge of US GAAP
  • Highly proficient in Microsoft Word, Excel, and PowerPoint
  • Excellent verbal and written communication skills, specifically business writing aptitude
  • Strong critical thinking skills
  • Demonstrated teamwork and leadership skills
  • 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
  • Willingness and ability to travel domestically (5-10% overnight travel)
  • 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