Our due diligence and quality of earnings practice is steadily growing and we're looking for a great team member. This is a remote role for a US employee.

What this job is NOT:

Overtime and overworked
Time tracking down to the minute
Traveling to clients or commuting to an office
Punching the clock
Sink or swim without training
Working by yourself
Having to sell clients or be a rainmaker

What this job IS:

Contributing to a great team
Collaborating with 2-3 other due diligence associates
Production incentives to decide how much you want to work and make
Work life balance
Continuous learning and improvement
Building client relationships and talking to small business owners

Appletree Business Services is a unique and successful accounting firm focused on small to medium sized businesses. We have a history of growth in each of our 27 years of business and now we are looking for an exceptional person to fill a new position. Our quality of earnings and financial due diligence practice continues to grow quickly.

Our transaction advisory clients are primarily buy side engagements for business buyers, search funds, and entrepreneurs buying service based businesses such as plumbing, HVAC, marketing, pool companies, etc for $1-5M purchase price.

RESPONSIBILITIES:

Lead kickoff calls and be the main contact for the diligence engagement
Review detailed reports and perform complex analyses, including the analysis of cash flows, quality of assets and earnings, working capital, potential liabilities and risks, and the impact of findings on the purchase price
Prepare and/or review Excel data packs
Compare seller financials to tax returns
Conduct phone interviews with sellers and brokers
Prepare due diligence reports and presentations to clients which compile analyses and highlight key findings and recommendations
Analyze historical financial and operating results of target companies and explain business trends and identify risks
Prepare financial models related to mergers, acquisitions or other related transactions
Schedule and supervise the tasks and project assignments
Mentor, train and supervise junior staff
Apply TAS Best Practices to ensure consistent quality of service and work product
Actively participate in the development of the group’s best practices

QUALIFICATIONS:

Bachelor’s Degree in Accounting, Finance, or related field
4+ years of overall experience and 2+ years of related due diligence experience
In-depth knowledge of US GAAP accounting principles
Experience in project management including planning, organizing, coordinating, and managing staff, and clients, toward the successful completion of a project
Ability to creatively solve problems and analyze client data

COMPENSATION AND BENEFITS:

Salary and production pay with first year earnings of $110,000-140,000
Health Insurance Stipend
Retirement Match with Simple IRA
Paid Time Off
Flexible schedule

A 3 minute video response is required if you're invited to the next round of the interview process.

Job Type: Full-time

Pay: $110,000.00 - $140,000.00 per year

Benefits:

Flexible schedule
Health insurance
Work from home

Work Location: Remote

Appletree Business Services LLC

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