A Personal Financial Advisor advises clients on financial plans and investment strategies. Discusses the client's financial objectives, researches and recommends investment options, advises on tax strategies, monitors client accounts. May be licensed to buy and sell financial products such as stocks and bonds.
Salt Lake City, UT Job Details Full-time 14 hours ago Benefits Open paid time off Paid holidays Dental insurance Paid time off 401(k) matching Opportunities for advancement Qualifications Employee relationship building Full Job Description Tanner LLP, Utah's largest public accounting firm and one of INSIDE Public Accounting's Best of the Best Accounting firms, has recently been named as one of Accounting Today's Top Regional Leaders and Firms to watch for and top 100 firms in the US. Our stellar reputation in the marketplace for being value add strategic partners to the clients we serve has made us the firm of choice for Utah's premier businesses. Our commitment to excellence, innovation, and client satisfaction has earned us a position of trust and respect within the industry. Our professionals choose to build careers at Tanner because they appreciate our growth mindset and share our values, Gratitude, Excellence in All We Do, and Personal Accountability. Firm leadership is down the hall, not across the country, creating a close-knit and collaborative work environment with curated paths for career advancement and opportunity. Our community of colleagues create an environment that can't be matched. We are a public accounting firm characterized by our investment in our team - Voted #1 in Training multiple years running - and distinctive culture, which sets us apart and defines the experience for our professionals. Position Summary As a Senior Associate on the TAS team, you will be primarily responsible for supporting and leading the preparation of Quality of Earnings reports for M&A transactions. This includes analyzing financial data, identifying key risks and adjustments, and helping clients understand normalized earnings and cash flow. You'll work closely with managers, directors, and partners, and will have direct interaction with clients, target companies, and investors. The ideal candidates will have the following qualities: High integrity Two to five years of experience in public accounting, transaction advisory, financial due diligence, or corporate finance Bachelor's and/or master's degree in accounting, finance, or related field Strong understanding of GAAP, financial statements, and key accounting concepts. Prior experience preparing or supporting Quality of Earnings reports is strongly preferred Ability to establish great working relationships with clients and colleagues Demonstrated leadership and problem-solving skills Ability to prioritize tasks, work on multiple assignments, and work under tight deadlines Strong verbal and written communication skills Ability to work both independently and as part of a team of professionals at all levels Pursuing CPA or currently has CPA license Professional responsibilities will include tasks such as the following: Lead and support the preparation of Quality of Earnings (QoE) reports, including adjustments to EBITDA, revenue trends, working capital, and other key deal metrics. Analyze historical and projected financial information to assess underlying earnings power and deal-related risks. Conduct client and target interviews to gather relevant data and validate findings. Develop financial exhibits and write clear, concise, and client-ready reports. Present findings to clients and help them evaluate potential deal implications. Manage multiple workstreams and deliverables on concurrent projects. Mentor and review work of junior team members. Support business development efforts including proposals, scoping discussions, and participation in pitch meetings as needed. We're sure you will tell us what you have to offer, but here is what we bring to the table: The best training through Tanner LLC, Allinial Global, and other quality providers Open PTO policy, paid holidays, and a company wide shut down between the week of Christmas and New Years Day Excellent health, life, disability and dental insurance 401(k) plan with guaranteed company contribution Unique coaching & opportunities for advancement Exceptional technical resources Competitive compensation Pa0vZSrv0x
