Transaction Advisory – CPA, Manager (NYC / Central NJ)

Our client is one of the largest leading full-service accounting and advisory firms in the United States. They provide audit, accounting and tax services, as well as corporate finance, internal audit and risk management, litigation consulting, forensic accounting and other professional advisory services to a broad range of clients across many industries. Working with high net worth individuals, family offices, closely-held businesses, start-ups, middle market and Fortune 500 companies.


  • Analyze trends in operating results and working capital.
  • Develop agendas and lead meetings with target management.
  • Prepare tailored written reports and supporting Excel schedules.
  • Coordinate with other service lines involved in the engagement.
  • Oversee project completion within budget.
  • Supervise associates and senior associates.
  • Maintain periodic communications with the engagement director/partner and client regarding project status and potential deal issues as they arise.
  • Plan and oversee the due diligence process to delivery of quality services and products
  • Analyze financial forecasts, historical earnings, assets and liabilities of target client
  • Perform industry and company research on target client’s business, securities, intellectual properties, real estate and other assets
  • Identify risks and issues related to integration planning, timelines and functional areas
  • Identify and propose appropriate resolutions to critical issues related to the due diligence process
  • Research and develop proposal documents and participate in presentations for acquiring new clients
  • Participate in business development efforts
  • Schedule and supervise the tasks and project assignments of Senior Associates and Staff



  • Bachelor’s degree and CPA credentials
  • 5+ years of accounting/audit experience, due diligence experience preferred
  • Excellent knowledge of GAAP, SEC and IFRS
  • Strong Microsoft Office skills, particularly Powerpoint and excel
  • Strong written and verbal communication skills

** Role includes 20-30% travel

Locations: NYC & Central NJ
Salary: $100,000 – 120,000 Plus Bonus

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Senior Associate – Valuation (Boston, MA)

Our client is a top consulting firm with offices around the world. Our Client provides a broad range of tax and advisory services. They are currently seeking a Senior Associate to join their Economic and Valuation Services practice.


Perform detailed industry and economic research for client engagements used for business planning, financial reporting, and tax planning purposes.

Gather financial information and subject company data from client personnel.

Determine fair value of business enterprises, equity interests, and intangible assets (relationships, contracts, developed technology, trade-names, workforce) required for financial reporting and tax purposes.

Conduct valuations for purchase price allocations, impairment testing, equity valuations in support of share-based compensation, complex capital structure valuations, royalty rate analyses, transfers of intangible assets, corporate spin-offs and restructurings, purchases and sales of minority equity interests, valuations of preferred stocks and debt securities, and valuations in support of estate and gift tax matters.

Create financial models, perform discounted cash flow analysis and comparable company analysis.

Execute post-acquisition purchase price allocation analysis to determine the fair value of goodwill and perform business enterprise valuations to test for goodwill impairment.

Value private equity interests in debt, preferred equity, common equity, and warrants for fair value reporting purposes.


Two years of experience with valuation-related projects within an audit, tax, and advisory firm

Bachelor’s degree in Accounting, Finance, or Business

A thorough understanding of valuations of business entities and intangible assets, purchase price allocations, and financial analysis and research

Chartered Financial Analyst (CFA) designation preferred

Knowledge of the MS Office Suite including Word, Excel, and PowerPoint

Excellent written and verbal communication skills, solid research and analytical skills, and the ability to work well both autonomously and in a team environment

Location: Boston, MA

Salary: $75,000 – 85,000 Plus bonus

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Business Valuation Associate/Sr. Associate (NYC)

Our client is a growing business valuation firm and has earned a reputation as a leading provider of business valuation and security analysis, intangible asset and intellectual property appraisal and corporate finance. With offices located throughout the world, they are a full service firm offering a wide range of valuation and corporate finance services to both private and public companies worldwide.

The Associate/Senior Associate will be involved in many aspects of financial valuation and advisory services to a variety of clientele. Responsibilities include analyzing companies’ historical and projected financial statements, developing traditional financial valuation methodologies (such as discounted cash flow and market comparable analyses), researching industries using Internet or other sources, performing due diligence review, and communicating results through written reports and presentations. The ideal candidate should have concentrated valuation experience and strong experience with fairness/solvency opinions. And specifically with expertise in valuing common stock of operating entities and interests in investment holding entities (including family partnerships and/or hedge funds and PE funds).  Direct current experience in ASC 350/805  (Goodwill Impairment) a must. As well as an advanced, working knowledge of Bloomberg and Excel modeling; FactSet experience a plus. Strong oral and written communication skills and superior analytical capabilities are essential. Must have quant skills and be familiar with financial modeling. A degree in Finance is required. Progress towards an ASA or CFA designation also a plus. A background in accounting coursework is important and relevant to the responsibilities of the position. The ideal candidate would have 1-3 years experience only.

Location: New York, NY

Salary: Competitive

Contact a Recruiter at Careers On The Move 

Careers on the Move