Talent.com
Transaction Services Senior
Transaction Services SeniorMoss Adams • Orange County, CA
Transaction Services Senior

Transaction Services Senior

Moss Adams • Orange County, CA
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Transaction Services Senior(

Job Number : 28211)

Employee Status

: RegularSchedule : Full Time

Primary Location

: Denver, CO

Other Locations

: Pasadena, CA, Salt Lake City, UT, New York, NY, Woodland Hills, CA, Spokane, WA, San Diego, CA, Orange County, CA, Walnut Creek, CA, El Segundo, CA, Tacoma, WA, San Francisco, CA, Dallas, TX, Phoenix, AZ, Yakima, WA, Seattle, WA, Silicon Valley, CA, Sacramento, CA, Portland, OR, Houston, TX

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.

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 2 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 as to all protected groups, including protected veterans and individuals with disabilities.

    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 .

    Certain jurisdictions in the United States require employers to disclose the pay range in job postings. This is the typical range of pay for the position. Actual compensation may depend on factors such as qualifications, work experience, skills, and geographic location. This position may be eligible for an annual discretionary bonus. For more information about our benefit offerings and other total rewards, visit our page.

    Compensation Range : Washington State - $96,000 -$120,000 California State - $102,000 -$135,000 Colorado State - $96,000 -$110,000 New York Stat - $96,000 -$125,000

    [job_alerts.create_a_job]

    Senior Transaction • Orange County, CA

    [internal_linking.related_jobs]
    Remote Sales & Trading Associate - AI Trainer ($50-$60 / hour)

    Remote Sales & Trading Associate - AI Trainer ($50-$60 / hour)

    Data Annotation • San Clemente, California
    [filters.remote]
    [job_card.full_time] +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Specialist Series Pool Ad

    Specialist Series Pool Ad

    University of California - Irvine • Irvine, CA, United States
    [job_card.full_time]
    A reasonable estimate for this position is $55,000-$194,800.See table Specialist Series - Exempt.Friday, Nov 7, 2025 at 11 : 59pm (Pacific Time). Applications received after this date will be reviewed...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Audit Senior - Logistics

    Audit Senior - Logistics

    CliftonLarsonAllen • Irvine, CA, United States
    [job_card.full_time]
    CLA is a top 10 national professional services firm where.Even with more than 8,500 people, 130 U.CLA is dedicated to building a culture that invites different beliefs and perspectives to the table...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Financial Services Audit Senior

    Financial Services Audit Senior

    Withum • Irvine, CA, United States
    [job_card.full_time]
    Withum is a place where talent thrives - where who you are matters.It's a place of endless opportunities for growth.A place where entrepreneurial energy plus inclusive teamwork equals exponential r...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Treasury Operations Specialist

    Treasury Operations Specialist

    Mechanics Bank • Irvine, CA, US
    [job_card.full_time]
    Treasury Operations Specialist.Mechanics Bank currently searching for a Treasury Operations Specialist to join our team.Here at Mechanics Bank, we value connection, partnership, long term relations...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Repossession Specialist

    Repossession Specialist

    Kawasaki Motors Corp., U.S.A. • Foothill Ranch, CA, US
    [job_card.full_time]
    We're looking for a motivated, resourceful, and customer-focused Repossession Specialist to join our fast-growing, startup captive finance company supporting powersports installment lending across ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel Operations SpecialistHome Based - APAC, EMEA

    Travel Operations SpecialistHome Based - APAC, EMEA

    Canonical • Mission Viejo, CA, US
    [filters.remote]
    [job_card.full_time]
    Canonical is a leading provider of open source software and operating systems to the global enterprise and technology markets. Our platform, Ubuntu, is very widely used in breakthrough enterprise in...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Client Executive (East Coast)

    Senior Client Executive (East Coast)

    Transamerica • Mission Viejo, CA, US
    [job_card.full_time]
    Responsible for retirement plan asset retention and client satisfaction for assigned clients with 401(k) plans, DB or MEP plans. Handles relationship management through required client visits and pr...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Specialist Series Pool Ad

    Specialist Series Pool Ad

    University Of California Irvine • Irvine, CA, United States
    [job_card.full_time]
    A reasonable estimate for this position is $55,000-$194,800.See table Specialist Series - Exempt or Non-Exempt for.Friday, Nov 7, 2025 at 11 : 59pm (Pacific Time). Applications received after this dat...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Wealth Transition Services Senior Manager - Estate & GST Reviewer - Remote Eligible

    Wealth Transition Services Senior Manager - Estate & GST Reviewer - Remote Eligible

    Eide Bailly • Irvine, CA, United States
    [filters.remote]
    [job_card.full_time]
    All locations in the United States.A typical day as a Wealth Transition Services Senior Manager might include the following : . Reviewing United States Estate (and Generation-Skipping Transfer) Tax Re...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Services Associate

    Client Services Associate

    TradeJobsWorkforce • 92618 Irvine, CA, US
    [job_card.full_time]
    As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including : respond to customer inquiries via phone & in person.Finance to provide...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Services Audit Senior

    Financial Services Audit Senior

    WithumSmith+Brown • Irvine, CA, United States
    [job_card.full_time]
    Withum is a place where talent thrives - where who you are matters.It’s a place of endless opportunities for growth.A place where entrepreneurial energy plus inclusive teamwork equals exponential r...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Audit Senior

    Audit Senior

    TAAD LLP • Diamond Bar, CA, United States
    [job_card.full_time]
    Provide timely, high quality client service that meets or exceeds client expectations including coordinating audits of complex financial statements, related disclosures, and other client deliverabl...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Tax Senior Associate - Flow through & individual

    Tax Senior Associate - Flow through & individual

    Baker Tilly • Irvine, CA, US
    [job_card.full_time]
    Responsibilities Are you interested in joining one of the fastest growing public accounting firms? Would you like the ability to focus on one industry sector and further become an expert for your c...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Account Servicing Specialist - 90+ Day Collections

    Account Servicing Specialist - 90+ Day Collections

    Veros Credit • Ontario, CA, US
    [job_card.full_time]
    The Account Servicing Specialist (90+ Days) will be responsible for servicing auto loan accounts that are 90+ days delinquent and documenting all collection activities utilizing loan servicing soft...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Services Specialist

    Client Services Specialist

    Asset Living • Mission Viejo, CA, US
    [job_card.permanent]
    The ideal candidate will play a pivotal role in onboarding and offboarding properties within our property management portfolio. The Client Services Specialist will collaborate with various stakehold...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Work From Home Stock & Options Trader

    Work From Home Stock & Options Trader

    Maverick Currencies • Irvine, CA
    [filters.remote]
    [job_card.full_time] +1
    Top-ranked proprietary trading firm, Maverick Currencies, is searching for entrepreneurially-minded, profit-driven people to be trained in the art and science of proprietary trading in its online c...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Services Specialist

    Client Services Specialist

    Columbia Safety & Supply Family of Companies • Corona, California, US
    [job_card.full_time]
    [filters_job_card.quick_apply]
    Our Client Services Specialists are.This is not the typical Client Services role, when you join our team, you receive ongoing and in-depth training in order to be a high-impact resource for our cli...[show_more]
    [last_updated.last_updated_variable_days]