Transaction Advisory Associate (In-Person)
Transaction Advisory Associate (In-Person)
Department: Transaction Advisory Services
Location: Downtown Austin Who We Are Maxwell Locke & Ritter LLP is the largest locally owned accounting firm in the Greater Austin area. We’re known for offering exceptional work-life balance and for our dedication to our people, our clients, and our community. We are proud to have been included in Accounting Today’s "Best Accounting Firms to Work For" list for 13 consecutive years. In the past six years, we’ve earned the No. 1 ranking three times.
What Sets Us Apart
We’re redefining what it means to work in public accounting by: Instilling the belief that “No success at work is worth failure at home,” while recognizing everyone’s version of “home” is unique to them
Leaning on our core values and showing genuine care and concern for one another
Empowering our people to do what’s best for them, while providing exceptional client service
Cultivating an environment that allows our people to thrive personally
Investing in the professional growth of our people
Want to see it for yourself? Check out our Instagram (@maxlocrit) and watch this video to learn about the employee experience at ML&R.
Maxwell
Locke & Ritter LLP provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. What You’ll Be Doing As a transaction advisory associate, you will be a key member of buy-side and sell-side deal teams, utilizing your Microsoft Excel skills to compile and analyze target company financial data. You will participate in discussions with key executives and decision makers and help identify potential issues important to our clients’ investment decisions.
Professional writing skills and the ability to clearly document findings are vital to your success in this role. This Austin-based, in-office position presents a unique opportunity for accelerated professional development in a team-oriented group with no travel expectations. What We’re Looking For: Minimum of 2 years of experience in public accounting (preferably Big 4, national, regional or large local firm)
Experience with quality of earnings (QoE) analysis preferred CPA, CFA, or eligible to sit for CPA or CFA exam
Ability to work in-person at our downtown Austin office
Strong Excel skills
Highly motivated team player
Strong written and verbal communication skills
Aptitude for project management Exposure or some experience with M&A transactions and Quality of Earnings reports
Experience with recurring revenue software companies preferred
How You Can Grow Unlike traditional accounting firms, our people create their own personalized career paths, whether they are pursuing a path to partner or not. With dedicated advisors to guide you, we’ll assist you with finding a career path that works for you. We have a strong history of promoting within – 25 of 26 current partners were promoted to partner after demonstrated success at the firm. Regardless of your path, we provide tools to help you succeed.
What We Offer: PTO: 22 days (increases with firm tenure) plus 8 paid holidays and 2 floating holidays
Paid parental leave and paid bereavement leave
Annual bonus through profit-sharing plan
401(k) plan including profit-sharing contribution
Insurance: medical insurance (cafeteria plan including medical and dependent care flexible spending accounts), dental insurance, vision insurance, term-life and accidental death and dismemberment insurance, short-term disability, long-term disability
Employee assistance program
Continuing professional education
Hybrid, flexible scheduling
Many more perks and benefits
Employees must work a minimum of 30 hours a week to be eligible for the following benefits: Medical, Dental, Vision, Health Savings Account, Limited Purpose Medical Flexible Spending Account, Full Medical Flexible Spending Account, and Dependent Care Flexible Spending Account, Term Life and AD&D, Long-term Disability and Employee Assistance Program.
