Deal Advisory Services Senior Associate

Job Category: Transaction Advisory Services

Requisition Number: DEALA
004316

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• Posted:
  January 15, 2026
• Full-Time

Showing 1 location

TX Plano
5908 Headquarters Dr #300
Plano, TX 75024, USA

• Title:
  
  Deal Advisory Services Senior Associate
• Classification:
  Full-time;
  Exempt
• Department:
  Deal Advisory Services
• Location:
  
  Dallas or Plano
• Office expectations:
  Monday – Thursday in office; remote on Fridays if desired

Whitley Penn has become one of the most distinguished and fastest growing public accounting firms by providing exceptional service that reaches far beyond traditional accounting. We believe in working in collaborative teams with an emphasis on an open-door policy and encouraging entrepreneurial thinking. We learn, innovate, and succeed by sharing knowledge, embracing diversity, and working together. We are all part of the same family and each person matters.

We are more than just a job.

• Participate in and lead financial due diligence engagements related to mergers and acquisitions by private equity investors and corporate buyers
• Analyze financial/operational results of target companies through reviewing accounting information and conducting interviews with management
• Analyze financial/operational results of target companies through reviewing accounting information and conducting interviews with management
• Evaluate effects of seasonality and cyclicality on cash flow requirements
• Assist with writing detailed reports and perform financial statement analysis, including the quality of earnings, potential liabilities and risks, and the impact of findings on the valuation of the target company
• Provide advisory services to clients to assist them in maximizing their financial opportunities and manage the risks involved with possible mergers and acquisitions
• Member of engagement teams with senior client executives, attorneys, investment bankers, and private equity investors
• Grow skills to reinforce relationships with current and prospective clients of the firm

• Bachelor's degree in Accounting required;
  Master’s degree preferred
• CPA license or CPA eligibility preferred
• 2-3 years of experience in one of the following areas with a public accounting or advisory firm: accounting, advisory, financial audit, or transaction advisory services experience (experience related to mergers and acquisitions or financial due diligence preferred)
• Strong current knowledge of U.S. Generally Accepted Accounting Principles (GAAP), mergers and acquisitions, or transaction services
• Ability to independently manage multiple projects and act autonomously while being a team player
• Capable of independently performing research of industries, markets, economies, etc.
• Excellent written and verbal communication skills
• Strong time management skills and ability to meet deadlines in a fast-paced environment
  
  Proficiency with Microsoft Office, primarily Excel
• Willingness and ability to travel when necessary

• Firm Paid Medical Insurance(Free Employee Only Coverage on 2 of 3 plans)
• Voluntary Dental and Vision Insurance
• 17 Annual Firm holidays, with extended breaks around July 4 th and year end
• 20 days PTO for Salaried Employees
• Paid Maternity and Parental Leave
• 401(k) with Profit Sharing
• Discretionary Bonus Program
• Firm Paid Becker CPA Review Course & Reimbursement for Exam Fees
• Health & Wellness Program
• Pet Insurance

Whitley Penn is proud to be an equal opportunity workplace. We recruit, employ, train, compensate, and promote without regard to age, race, creed, gender, color, religion, national origin, sexual orientation, gender identity, veteran status, disability or any other basis protected by applicable federal, state, or local law. Whitley Penn is a participant in E-Verify please follow the link to review disclosure notifications:  .

All employment is decided on the basis of qualifications, merit, and business need.

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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws.

For further information, please review the Know Your Rights notice from the Department of Labor.