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Transaction Services Senior
Transaction Services Senior-March 2024
Dallas
Mar 28, 2026
About Transaction Services Senior

  Transaction Services Senior

  Description

  At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care—about you, about our clients, and about our communities. Here, you’ll work towards our mission of empowering others to embrace opportunity, growing as a leader along the way. Our firm’s size, middle-market clients, customized career paths, and supportive culture make this a reality. Join a values-driven firm where you’ll have fun while solving complex and interesting business challenges.

  Introduction to the team

  Members of our Transaction Services group will work alongside private equity firms, strategic clients and investment banks to perform buy-side and sell-side due diligence as well as other M&A activities. Members will routinely work directly with c-suite executives to perform financial due diligence on middle-market companies in a variety of industries.

  Individuals who thrive at Moss Adams exhibit the following success skills – Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus.

  Responsibilities:

  Engagement management with clients includes routinely working directly with c-suite executives to perform financial due diligence on middle-market companies in a variety of industries

  Work alongside private equity firms, strategic clients and investment banks to perform buy-side and sell-side due diligence as well as other M&A activities

  Responsible for all aspects of deal execution including sourcing and managing client relationships, analysis and execution of client deliverables and coaching and managing other team members

  Coordinate services as needed with other practice areas of the firm

  Build relationships with existing clients, including involvement in networking and business development activities

  Provide both leadership and supervision to Staff and Seniors

  Qualifications:

  Bachelor's degree with a major in accounting or related field required, CPA preferred

  Minimum of 3 years of related experience required

  Experience in a Transaction Services or in Assurance/External Audit in a professional services firm is preferred

  Must have the ability to analyze complex business and transaction situations

  Must have the ability to work on multiple engagements simultaneously and learn new business quickly

  Strong project management/organizational skills; able to effectively prioritize assignments and competing deadlines in a fast paced environment

  Strong verbal and written communication skills including the ability to effectively present to large or small groups

  Self-directed professional with strong interpersonal skills and marketing abilities required

  Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook, and SharePoint) with strong Excel skills

  Ability to travel as needed, approximately 15%

  


Moss Adams is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law.

  Moss Adams complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [email protected].

  Some local/state regulations require employers to disclose the pay range in job postings. While this is the typical range of pay for the position, actual pay may vary based on internal equity, knowledge, experience, skillset, and geographic location among other factors. It’s uncommon for an individual to be hired at the top end of the pay range. This position may be eligible for an annual discretionary bonus. For more information about our benefit offerings and other total rewards, visit our careers page.

  #LI-KB1

  Primary Location Dallas, TX

  Employee Status: Regular

  Schedule: Full Time

  Req ID: 26373

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