Transaction Advisory Senior Associate

Mowery & Schoenfeld is seeking an ambitious and curious audit and/or advisory professional with a curiosity for mergers and acquisitions, ongoing learning, and exemplary client service. Do you consider yourself to have an entrepreneurial mindset? Do you strive to understand the drivers of financial trends and use that knowledge to drive impactful business decisions?

The TAS Associate will be responsible for conducting financial due diligence on buy-side and sell-side transactions.  A successful candidate will communicate effectively with clients, target company management, investment bankers, and other client advisors on a transaction.

We are seeking an individual who is always expanding their knowledge, entrepreneurial, and a team player with the following qualifications:

  • Bachelor’s degree in Accounting, Finance or other relevant discipline
    • 1+ years of relevant work experience (2+ years at Senior Associate level) in accounting or finance, preferably experience in audit or advisory with a public accounting firm
  • CPA or CPA-eligible
  • CFA or CMA designation is a plus
  • A basic understanding of the M&A process with a desire to learn more
  • Strong written communication ability
  • Excel and PowerPoint proficiency
  • Ability to work remotely and independently 

Mowery & Schoenfeld, LLC is an accounting, advisory, and IT services firm headquartered in Lincolnshire, Illinois, with satellite offices in the Chicago Loop, Downtown Miami, and the Philippines. Our organization is focused on providing personalized service to each client, building a lasting and trusted relationship. Made up of 20 partners and over 140 total employees, Mowery & Schoenfeld ranks among the top ten firms in Illinois and recently named one of the largest accounting firms in Chicago by Crain’s Chicago Business.

We take culture seriously by providing a supportive environment focused on growth. Our Firm has been named a Best Firms to Work For by Accounting Today, a Best Firms for Women by Accounting Today, and a Best Place to Work in Chicago by Crain’s Chicago Business. Mowery & Schoenfeld offers comprehensive tax, assurance, transaction advisory, outsourced accounting, wealth management, international onboarding, business advisory services, as well as managed IT services through our partnership with Xamin, Inc.

Through our M&S Cares program, we prioritize giving back and provide opportunities for our team to support our larger community. We are grateful to be recognized with the Illinois CPA Society's Time and Talent Public Service Volunteerism Award, awarded to only one firm each year.

We are always looking for employees with a focus on growth, community, and superior client service to join our team.

Mowery & Schoenfeld is an equal opportunity employer. We do not discriminate against any employee or job applicant because of race, color, religion, national origin, sex, physical or mental disability, or age.

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