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Transaction Advisory Associate

Transaction Advisory Associate

Maxwell Locke & Ritter LLPAustin, TX, US
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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 the communities we serve. 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 :

  • 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
  • Investing in the professional growth of our people

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)
  • CPA, CFA, or eligible to sit for CPA or CFA exam
  • Ability to work in-person at our downtown Austin office
  • 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 – 26 of 27 current partners were promoted to partner after demonstrated success at the firm. Regardless of your path, we provide tools to help you succeed.

    Our Commitment to DEI

    As a firm that embraces people from different backgrounds, we encourage applications from diverse candidates. Maxwell Locke & Ritter is committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion at all levels of our firm. To support this endeavor, our DEI committee focuses internal efforts on awareness, recruitment, and outreach.

    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 We Offer :

  • PTO : 22 days (increases with firm tenure) and 10 paid holidays, including 2 floating holidays
  • Paid parental leave and paid bereavement leave
  • Annual profit-sharing bonus
  • ML&R covers 100% of the employee-only premium cost for dental, vision, and our base high-deductible health plan
  • Cafeteria plan, including medical and dependent care and flexible spending accounts
  • Term-life, short- and long-term disability, and accidental death and dismemberment coverage
  • Employer contributions to participant health savings accounts with the election of qualifying high-deductible health plan
  • Employee assistance program
  • Continuing professional education
  • 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.)

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    Transaction Advisory • Austin, TX, US

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