Transaction Advisory Services (TAS) Senior Associate

About PKF O’Connor Davies

PKF O’Connor Davies is a top-ranked accounting, tax, and advisory firm with offices across the U.S. and internationally through our PKF global network. For over a century, we have built our reputation on deep industry expertise, a personalized approach, and a commitment to delivering real value to our clients.

Our mission is to provide exceptional service while fostering long-term relationships built on trust and integrity. We serve a diverse client base across industries and sectors, helping organizations and individuals navigate complex challenges with confidence.

At PKF O’Connor Davies, culture is at the heart of who we are. We believe our team members are our greatest asset, and we invest in their growth and success through mentorship, professional development, and continuous learning opportunities. Our goal is to foster a collaborative environment where diverse perspectives are valued, innovation is encouraged, and team members can make an impact. We are also committed to supporting work–life balance, offering flexibility and resources to help our team members grow their careers while maintaining fulfilling personal lives.

If you are looking for a career where you can grow, contribute, and be part of a firm that values both excellence and community, PKF O’Connor Davies is the place for you!

We are seeking a Senior Associate to join our growing Transaction Advisory Services (TAS) practice. The TAS Senior Associate plays a key role in supporting and executing financial due diligence engagements for mergers, acquisitions, divestitures, and other transaction-related matters. This role requires strong analytical skills, a solid accounting foundation, and the ability to manage multiple priorities while working closely with Managers and Partners.

The Senior Associate is expected to be highly hands-on, client-facing, and increasingly responsible for reviewing junior staff work and contributing to engagement planning.

Key Responsibilities

Transaction Execution & Analysis

• Perform buy-side and sell-side financial due diligence procedures
• Prepare Quality of Earnings (QoE), Net Working Capital, Cash Flow, and Debt-like Items analyses
• Analyze historical financial statements and identify key trends, risks, and transaction considerations
• Assist in drafting client-ready diligence reports and presentations
• Support purchase agreement considerations, including working capital targets and closing mechanisms

Engagement & Client Management

• Support Managers and Supervisors with engagement execution, timelines, and deliverables
• Participate in client meetings and assist with presenting findings
• Coordinate data requests and manage data rooms
• Collaborate with investment bankers, legal teams, and internal tax professionals

 

Supervision & Development

• Guide and review work performed by Associates
• Provide coaching and on-the-job training to junior team members
• Ensure workpapers are complete, accurate, and properly documented

 

Firm & Practice Support

• Assist with proposal preparation and business development efforts
• Participate in recruiting, training, and internal initiatives
• Stay current on accounting standards, transaction trends, and industry developments

 

Qualifications

• Bachelor's degree in Accounting, Business or Finance from an accredited college/university required
• CPA license required or in progress
• 3-4 years of experience in transaction advisory, audit, or related financial advisory services
• Experience in a CPA firm or professional services environment
• Strong knowledge of U.S. GAAP and financial statement analysis
• Hands-on experience with QoE, working capital, and cash flow analyses
• Proficient with MS Office Suite and data analytics tools
• Hands-on experience with buy-side and sell-side due diligence
• Experience supporting M&A transactions a plus
• Strong project management and communication skills
• Ability to balance multiple engagements and deadlines
• Demonstrates strong initiative and the abili