What are the responsibilities and job description for the Transaction Advisory Associate (In-Person) position at Maxwell Locke & Ritter?
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:
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:
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:
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
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
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