Transaction Advisory Senior Associate
Department: Transaction Advisory
Location: Downtown Austin, TX
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 our dedication to our people, our clients, and our community. We’ve been named "#1 Best Mid-sized Accounting Firm to Work For” in the US three of the past five years, with a 2nd place ranking in 2020.
As a transaction advisory senior associate, you will be a key member of buy-side and sell-side deal teams, utilizing your Microsoft Excel skills to analyze target company financial data and help communicate findings. You will help lead discussions with key executives and decision makers and 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 position presents a unique opportunity for fast professional development, learning and growing in a team-oriented group with limited travel expectations.
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
Want to see it for yourself? Check out our Instagram (@maxlocrit) and watch this video to learn about the employee experience at ML&R.
- We have significantly lower hours than industry standard – 2300 total hours expectations: inclusive of PTO, holiday, CPE, admin time, etc.
- We strive to ensure no one is working more than 55-60 hours per week during busy season
- We value our people and do not micromanage based on hours
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 – 22 of 23 current partners were promoted to partner after demonstrated success at the firm. Regardless of your path, we provide tools to help you succeed.
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.
- 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
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Minimum of 2 years public accounting experience (preferably Big 4, national, regional, or large local firm), ideally in Quality of Earnings transaction advisory
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Experience writing Quality of Earnings reports is preferred
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CPA or CFA certification preferred (or eligible to sit for the exam)
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Strong Excel skills
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Strong written and verbal communication skills
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Highly motivated team player
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Aptitude for project management
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Experience with middle market, technology, and/or software targets preferred
What We Do
At Maxwell Locke & Ritter, we’ve built our business to address your key milestones—and every moment in between. Our experienced team handles the tax, audit, advisory, and wealth management services you need to achieve your goals. Along the way, we provide the strategic vision and thoughtful advice necessary to navigate today’s ever-changing marketplace.
In 1997, we established ML&R Wealth Management, creating the opportunity to offer independent advisory services to individuals, families, business owners, and nonprofit organizations with personalized investment management services. As a fee only advisor, ML&R Wealth Management has over $2 billion in assets under management and approaches investments holistically. Fees are transparent, easy to understand and based solely on the value of investments managed. ML&R Wealth Management services seamlessly integrate with all other services at Maxwell Locke & Ritter, offering a one stop solution for your financial needs by focusing on:
• Personal Wealth Management
• Women & Financial Freedom
• Corporate Retirement & 401(k) Plans
• Institutions & Nonprofits
Our vision is to be a great place to work where our people reach their potential and provide exceptional service to our clients and the community. It is our mission to help our people and clients achieve their goals, and through our efforts, we have been awarded:
• Ethics in Business Award by the Samaritan Center
• Accounting Today’s #1 Best Mid-Sized Accounting Firms to Work For
• Accounting Today’s Best Firms to Work For Women
• Accounting Today’s Top 100 Regional Firms
• INSIDE Public Accounting’s Best of the Best Firms
• INSIDE Public Accounting’s All Star Firms
• INSIDE Public Accounting’s Top 200 Firms
