[Remote] Associate, Transaction Advisory Services

Note: The job is a remote job and is open to candidates in USA. Wipfli is a company that values its people and offers a career-defining opportunity in the Transaction Advisory Services (TAS) team. The Transaction Advisory Associate will conduct Quality of Earnings analyses, support M&A transactions, and collaborate with clients to provide financial insights.ResponsibilitiesConduct Quality of Earnings (QoE) analyses for buy-side and sell-side M&A transactionsAnalyze historical and projected financial statements to identify key trends, risks, and opportunitiesAssess working capital, net debt, and other key deal metricsPrepare detailed financial due diligence reports and executive summariesAssist in the preparation of data books, data room management, and client deliverablesCollaborate with clients and internal teams to gather and validate financial dataSupport valuation analysis and transaction structuring as neededParticipate in client meetings and calls to present findings and insightsAssist with business development efforts, including proposal writing and pitch materialsStay current on industry trends, accounting standards, and M&A market activitySkillsBachelor's degree in Accounting, Finance1–3 years of experience in public accounting, transaction advisory, audit, or financial due diligenceStrong understanding of financial statements and accounting principles (GAAP)Excellent analytical, problem-solving, and communication skillsAdvanced Proficiency in Microsoft Excel and PowerPointAbility to manage multiple projects and deadlines in a fast-paced environmentValid driver's license is requiredCPA or progress toward CPA preferredCFA, ASA, MST a plusExperience with data room platforms is a plusBenefits8 health plan options (both HMO & PPO plans)Dental and vision coverageOpportunity to enroll in HSA with potential Firm contributionEmployee Assistance ProgramFirm-sponsored basic life and short and long-term disability coverage401(k) savings plan & profit share as well as Firm matching contributionWell-being incentiveEducation & certification assistanceFlexible time offFamily care leaveParental leaveFamily formation benefitsCell phone reimbursementTravel rewardsCritical illness & accident insuranceHospital indemnity insuranceLegalLong-term carePet insuranceID theft protectionSupplemental life/AD&DCompany OverviewWipfli LLP is one of the top 20 accounting and consulting firms. It was founded in 1930, and is headquartered in Milwaukee, Wisconsin, USA, with a workforce of 1001-5000 employees. Its website is http://www.wipfli.com.Company H1B SponsorshipWipfli has a track record of offering H1B sponsorships, with 5 in 2025, 3 in 2024, 5 in 2023, 6 in 2022, 7 in 2021, 6 in 2020. Please note that this does not guarantee sponsorship for this specific role.



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