Transaction Advisory Services Senior Associate (Remote)

Transaction Advisory Services Team Member

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

CBIZ Transaction Advisory Services, part of CBIZ Private Equity Advisory, is the leading national due diligence team for middle market private equity groups and companies. Our team of M&A professionals has deep experience helping our clients make well-informed decisions that have a big impact on their investments. Our practice has experienced tremendous growth in recent years more than doubling in size in just the past two years. Our team and our culture are truly what sets us apart from other firms. As such, our people are our number one priority and working for our firm means something different :

• Team members can work remotely / virtually from anywhere in the U.S.
• You will develop collaborative, lasting professional and personal relationships with clients regardless of your level.
• You will receive meaningful support from firm leadership for substantial professional development. There will be variety in the clients that you work with and the deals that you work on.
• We offer market-leading compensation and a consistent track record of maximum bonus payout.
• Promotions and career advancement are based on ability and talent, not tenure our merit-based promotions provide a significant opportunity to accelerate your career trajectory. Our unique approach to practice management offers opportunities for autonomy and consistency in schedule from week-to-week allowing our people to better plan their work activities and personal lives. Business travel requirements are minimal.
• We place significant emphasis on the value of personal time. We understand that professional opportunities and advancement are important to you, but that time for family, friends and personal pursuits are essential to your life and overall fulfillment. Making sure that team members have flexibility at work, opportunities to enjoy evenings and weekends and to truly disconnect for holidays and time off is critical to each team member's professional engagement and personal well-being.
• When times get tough, we get tougher and we stand by our people. We had 100% personnel retention during the pandemic and we paid out full bonuses to our team members.

While we want our people to stay with our firm for their entire careers, we are also realistic. We are committed to advancing your professional skills and career opportunities wherever they may lead.

If you're looking to join a talented, rapidly growing, entrepreneurially minded team of M&A professionals where you can be your whole self, make an impact, advance your skills and deepen your experiences, then consider joining our Transaction Advisory Services team.

Our team focuses on providing both buy side and sell side due diligence to private equity groups and companies across a variety of industries located throughout the U.S. You will have the opportunity to perform in-depth business analysis and advise clients on how to maximize opportunities and minimize risks related to mergers and acquisitions. Your work will drive recommendations in the context of key business trends, valuation considerations and deal structuring alternatives.

Essential Functions & Primary Duties :

Preferred Qualifications :

Minimum Qualifications :

In compliance with states that have an active pay transparency law, the total compensation target for this job in this market is $80,000-$115,000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position. The compensation above is not representative of an employee's total compensation. Beyond income, you have access to : comprehensive medical and dental insurance, retirement savings, life and disability insurance, healthcare and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.

The application window is anticipated to close on or before December 31, 2025. We do encourage that you apply to this position as soon as possible.