Transaction Advisory Manager

Transaction Advisory Services Manager
Department: Transaction Advisory Services
Location: Downtown Austin and/or Round Rock, TX
Remote Eligible: All US states excluding CA and NY

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 our dedication to our people, our clients, and our community. We’ve been named Accounting Today’s  “#1 Best Mid-sized Accounting Firm to Work For” in the US three of the past four years, with a 2nd place ranking in 2020.

What You’ll Be Doing

As a financial transaction advisory manager, you will lead buy-side and sell-side engagements from start to finish, utilizing your Microsoft Excel skills to analyze target company financial data and your professional writing skills to document findings.  You will use your previous experience in transaction advisory to communicate with clients and target management, analyze financial data, and lead management discussions.  Coaching and mentoring junior associates is important in this role, as the growth of all team members is important to the growth of our practice.  This Austin-based role presents a unique opportunity for fast professional development, learning and growing in a team-oriented group with limited travel expectations.

What Sets Us Apart

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.

How We Prevent Burnout

• 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

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 – 22 of 25 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 those who identify with the BIPOC or LGBTQ+ communities, possess visible or hidden disabilities, and/or have served in the military. Let us know if you prefer certain pronouns or if you need reasonable accommodations at any point throughout our recruitment and selection process.

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) 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

(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.)

What We’re Looking For:

• What We’re Looking For:
• Minimum of 3 years Quality of Earnings transaction advisory experience
• Experience managing transaction advisory teams (data collection, virtual site visit preparation and execution, booking adjustments, and writing reports)
• Experience writing QoE reports
• CPA or CFA certification
• Strong Excel skills
• Strong written and verbal communication skills
• Highly motivated team player
• Aptitude for project management
• Experience with middle market, technology, and/or software targets preferred