Business Associate – Tax Advisory

Employment: Full-time Compensation: $70K - $90K Start Date: Summer, As soon as possible Department: Finance & Accounting Overview: The Analyst will be responsible for assisting in all M&A, strategic growth, and private investment activities. The candidate will be responsible for assisting in sourcing, evaluating, and executing both corporate and family office investment opportunities. The candidate will also be responsible for assisting in strategic growth initiatives, which include the evaluation and execution of expansion into new services, new markets, and new geographies. Responsibilities: ● Conduct detailed financial modeling, valuation analyses (LBO models, comparable company analysis, precedent transactions analysis), and sensitivity scenarios. ● Assist in due diligence work streams, including industry research, market sizing, competitive analysis, customer interviews, and coordination with third-party advisors. ● Prepare executive and investment committee materials, internal memos, and presentation decks. ● Assist in negotiation of term sheets, transaction documents, and closing processes. Qualifications: ● Assist in the evaluation of growth initiatives that include market, competitor, operational, and financial analysis of new or existing services. ● Collaborate with internal and external parties to support large-scale strategic growth initiatives. ● Create executive presentations to support key project findings and recommendations. ● Bachelor's degree in finance, economics, accounting, or business preferred. ● High proficiency with Microsoft Office (Excel, Word, and PowerPoint). ● Ability to review financial statements, create financial models, and develop financial analysis. ● Build and maintain complex financial models. ● Effective communication skills, including both written and verbal. ● Capability to work collaboratively in a team environment. ● Ability to organize and manage multiple priorities and timelines. ● Ability to work irregular or extended hours. Important: The successful application submission for the above role(s) will be conditional to your profile evaluation by our AI system. We can let you know better once you submit your resume. Apply tot his job