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Trout CPA

Accounting firm offering tax, advisory services

Senior Associate - Transaction Advisory Services

Financial & Transaction AdvisoryConfirmed live in the last 24 hours
Full-timeRadnor, PA, USANo salary listedIn-person

About the Job

Requirements

  • A bachelor's degree in accounting or finance is required.
  • A CPA designation or being in process of obtaining one is required.
  • At least 4 years of total experience in public accounting, including at least 1 year of specific experience in Transaction Advisory Services.
  • Deep proficiency in United States Generally Accepted Accounting Principles (GAAP).
  • Ability to manage multiple tasks and meet unpredictable deadlines.
  • Strong Microsoft Excel skills and ability to work with large data sets, including common formulas such as VLOOKUP, SUMIF, INDEX-MATCH, and pivot tables.
  • Proficiency in Microsoft PowerPoint.
  • Comfort navigating inconsistent accounting records and identifying material issues common on lower middle market deals.
  • High attention to detail.

Responsibilities

  • Prepare comprehensive Quality of Earnings databooks and reports.
  • Concurrently execute multiple projects of varying size and complexity.
  • Participate in diligence calls with clients and targets.
  • Research GAAP treatment and application to present accounting adjustments in the Quality of Earnings.
  • Take primary responsibility for executing Quality of Earnings engagements end-to-end.
  • Review work performed by junior associates.
  • Communicate regularly with the internal team regarding engagement matters, including status updates and request lists.

About the Company

Trout CPA

Accounting firm offering tax, advisory services

Trout CPA provides accounting and advisory services for businesses and individuals in central Pennsylvania, with offices in Lancaster, Lancaster City, Carlisle, and Mechanicsburg. It offers traditional services such as tax preparation and financial statements, along with outsourced accounting, data analytics, and other business solutions. The firm assigns clients to a team of specialists who match each client’s needs, ensuring personalized service. Its goal is to help clients manage taxes, finances, and operations more effectively by delivering tailored accounting, analytics, and advisory support.

Company size
51-200
Company stage
Not listed
Total funding
Not listed
Headquarters
Lancaster, PA
Founded
1929

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