SAX · 16 hours ago
Senior Associate (Mergers & Acquisitions)
United States
Full-time
Hybrid
Mid, Senior Level
$90K/yr - $100K/yr
3+ years expSAX Advisory Group, LLC is a forward-thinking multi-disciplinary accounting, tax, and advisory firm. They are seeking a Senior Associate specializing in Operations Diligence & Integration to join their Mergers and Acquisitions team, focusing on post-merger integration planning and execution for accounting and wealth-management acquisitions.
ConsultingFinancial Services
Responsibilities
Post-merger integration planning – Co-design Day-1, 30-day, and 100-day plans; refresh existing integration playbooks for accounting and wealth-management targets
Diligence & integration tool ownership – Configure and maintain the platform that houses diligence checklists, work-streams, owners, automated reminders, and dashboards
Synergy tracking – Develop synergy tracking and reporting tools
Progress tracking & reporting – Build project trackers, status dashboards, and board-ready updates on milestone completion, synergy capture, and emerging risks
Research – Provide competitive and market research to support target identification, synergy hypotheses, and continuous improvement of integration practices
People & change management – Coordinate comms, training, and performance-management timelines across Finance, HR, IT, and client-facing teams to keep business disruption minimal
Internal process improvement – Identify opportunities and assist in implementation of internal process improvements related to M&A and/or day to day operations
Compliance support – Assist Legal/Risk in preparing required filings, policy updates, and audit documentation
Qualification
Required
Bachelor's in Finance, Business, Economics, or related
3-5 years of accounting and wealth-management operations experience and meaningful M&A exposure (diligence or integration)
Demonstrated ability to pick up new technologies quickly and weave AI/automation into workflows; power-user in Excel/PowerPoint and comfortable adopting modern PM/BI tools
Clear, concise communicator able to extract data from quiet functions and defend it in front of leadership
Legally authorized to work in the U.S.; willing to travel up to 50%
Preferred
Accounting-firm operations background preferred but not necessary
Benefits
Top Tier Health, Dental, & Vision Plans
Flexible Spending Account (FSA) and Health Savings Accounts (HSA)
Medical and Dependent Care
Life and Voluntary Life Insurance
Short and Long -Term Disability Insurance
401k plan with matching contribution
Defined Contribution Plan (profit sharing)
Customized Work Arrangements
Floating Holidays and Volunteer PTO
Unlimited PTO for Managers and Above
Referral Bonus Program
Tuition Reimbursement for Advanced Degree
Healthy Living Reimbursement Program
Health & Wellness App Subscription
CPA & EA reimbursement for study materials and exam
AICPA and CPA State Society membership reimbursement for Managers and above
OnDemand access to industry leading CPE courses
Summer Fridays at 1pm
Company
SAX
SAX is a multi-disciplinary accounting, tax and advisory firm serving the needs of privately held companies, family-owned businesses, not-for-profit organizations and high-net-worth individuals.
201-500 employees
H1B Sponsorship
SAX has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (1)
2023 (2)
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Cobepa
2025-07-17Private Equity
Leadership Team
Nicholas Valentini
Chief Financial Officer
Adam Feldman, CPA, MBA
Partner
Recent News
GlobeNewswire
2025-12-26
2025-12-24
Company data provided by crunchbase